Senior RFP Writer, Proposal Development

BNY Mellon
Boston, USA
27 May 2022
28 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Company information

'The Newton Investment Management Group' (Newton) is used to collectively describe a group of affiliated companies that provide investment advisory services under the brand name 'Newton' or 'Newton Investment Management'. Investment advisory services are provided in the United Kingdom by Newton Investment Management Ltd (NIM) and in the United States by Newton Investment Management North America LLC (NIMNA). Both firms are indirect subsidiaries of The Bank of New York Mellon Corporation ("BNY Mellon"). Newton currently has office locations in London, Boston, New York and San Francisco. Newton is supported by BNY Mellon India teams. News and other information about Newton is available at and via Twitter: @Newton IM.

This role will support NIMNA's commercial activity.

The commercial department at NIMNA focuses on two core functions. 1) Institutional consultant relations, direct sales and client services - this area includes personnel who work with institutional consultants, asset owners and prospects to understand their investment needs and provide solutions to meet their investment goals. 2) intermediary team, who work with wirehouses, registered investment advisers, and wealth offices to understand their investment needs and deliver investment solutions.

Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton prides itself on being an employer of choice, with a flexible working environment and a commitment to diversity and opportunity among its employees.

Newton is a professional, friendly, and collegial place to work. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organization a great place to work.

Job Description:
  • Reporting to the RFP manager for the US, this role involves working closely with Newton's business development/sales, consultant and client relations and partnered distribution teams in winning new business globally and retaining existing clients through responding to RFPs/RFIs, client and consultant DDQs, periodic investment/company updates and ad hoc queries - all within tight deadlines. It also involves updating investment strategy narratives (qualitative information) on consultant databases.
  • The role involves extensive liaison with different departments to ensure all information used is accurate and up to date and that it meets the compliance requirements.
  • It involves working closely with the other RFP team members, based in Boston, New York and London. Additionally, it also involves close interaction with the data team based in London.

  • Formulate first through final draft responses to tenders/due diligence questionnaires/updates, etc., ensuring a match with the requirements of the prospect/client.
  • Tailor the response documents to the strategy being presented, client/consultant/prospect geography and client/consultant/prospect type.
  • Research and gather required information, then develop and write sections as appropriate.
  • Ensure that all documentation is compliant and has been passed through the appropriate channels to ensure it has been signed off by all relevant parties.
  • Project manage/coordinate the entire process around the RFP, 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.
  • Contribute actively to the team's process for keeping the database of RFP content up to date.
  • Respond to ad hoc/RFP requests from global BNY Mellon offices (UK, Asia, Europe and US) and review (as needed) their RFP documents pertaining to Newton.
  • Support the data team in writing/updating the narrative description of Newton's strategies on consultant databases.
  • Work with the rest of the RFP team and the offshore support team based in Pune (India) in updating standard (generic) RFPs for some focus strategies every quarter/as needed.

  • Bachelor's degree or the equivalent combination of education and experience in asset management or related field is required.
  • 3-5 years of work experience preferred
  • Prior experience of writing RFPs in an asset management environment.
  • Broad knowledge of our industry, our various audiences and their requirements, and our regulatory backdrop.
  • Excellent attention to detail and strong writing skills.
  • Highly organized and efficient approach; able to work effectively under pressure, and to prioritize and meet deadlines.
  • Team player with strong communication skills.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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