Internship (CCG Institutional, SSGA)
4 tygodni temu
Purpose Of Role:
The Global Proposal Management Team is responsible for an active role in the business development process, with responsibility for creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective institutional clients and consultants.
Specific Duties:
⢠Working with client facing teams to analyze proposal requirements to determine bid/no bid
⢠Managing the completion of the RFP/RFI/DDQ to the deadline by establishing priorities and target dates for drafting, information gathering, review and final approval of RFPs/RFIs/DDQs
⢠Engaging and partnering with internal subject matter experts to draft nonstandard answers to questions that are clear and compelling
⢠Compiling performance, characteristics and personnel data for RFPs/RFIs/DDQs
⢠Ensuring the firm brand, product messaging, and tone are consistent throughout the document
⢠Minimizing reputational risk by working with subject matter experts to ensure that language and data meet regulatory requirements
⢠Continually looking for ways to improve and simplify the RFP teamâs processes
⢠Maintaining and logging information for RFP reporting metric
Specific Qualifications / Skills:
Key requirement for the internship:
- Graduate or currently pursuing a degree in finance.
- Proficient English (B2 level minimum)
- Interest in asset management and implementation of investment views.
- Strong detail-orientation, analytical and problem-solving skills.
- Some experience of optimization techniques.
For Global Proposal Management Team support:
- Strong analytical and research skills
- Detail-oriented with the ability to manage multiple tasks simultaneously
- Excellent written and verbal communication skills
- Ability to work independently and as part of a global team
- Proficiency with MS Office suite: Word, Excel, and PowerPoint
- Ability to prioritize and allocate projects and workflow to ensure timely and accurate delivery
Level Of Education:
- Graduate or currently pursuing a degree in finance.
Previous Level Of Experience:
- Previous internship on in a financial institution desired.
- Previous experience in project management desired.
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