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BNY · 3 hours ago

BNY Investments Vice President, Proposal Development - RFP & DDQ team

Pittsburgh, PA

Full-time

Onsite

Mid, Senior Level

6+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Vice President, Proposal Development role involves managing the RFP and DDQ process, ensuring compliance and accuracy while leading a team to deliver high-quality proposals.

Financial Services

Responsibilities

Ensure day-to-day management and professional development of their direct report(s) and other members of the DDQ and Regular Reporting team, escalating any concerns to the Global Head of RFPs in a timely manner

Project manage/coordinate the entire process around the RFP and DDQ, i.e. making sure the input from different teams/people is received on time, factoring in time for all the quality reviews, and submitting the documents by the deadline – following the team’s procedures at every stage. Ensure clear communication throughout the process

Formulate first through and final draft responses to tenders/due diligence questionnaires/updates, etc., ensuring a match with the requirements of the prospect/client

Instigate extensive liaison with stakeholders, and different departments, to ensure all information used is accurate and up to date and that it meets the compliance requirements

Take ownership for managing and enhancing the operational processes required to submit an RFP, including the utilisation of AI tools where appropriate

Qualification

RFP writing experienceAsset management knowledgeRFP/DDQ technology solutionsGenerative AI applicationsWriting skillsProject managementAttention to detailTeam leadershipOrganizational skills

Required

Bachelor's degree or the equivalent combination of education and experience in asset management or related field is required, along with prior RFP writing experience

Broad knowledge of our industry, our various audiences and their requirements, and our regulatory backdrop

Excellent attention to detail and strong writing skills

Experience managing RFP/DDQ technology solutions

Strong proficiency with Loopio and/or RocketDocs platforms

Strong understanding of Generative AI applications and their potential in RFP processes

Highly organized and efficient approach; able to work effectively under pressure, and to prioritize and meet deadlines