What are the responsibilities and job description for the Senior Associate, Proposal Development – Dreyfus and Mellon Investments position at BNY External Career Site?
Senior Associate, Proposal Development – Dreyfus and Mellon Investments
About BNY Investments:
BNY Investments is a leading investment manager, with $2 trillion* in assets under management as of March 31, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
BNY Investments is a division of BNY, which has $48.8 trillion in assets under custody and/or administration as of March 31, 2024. BNY can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY is the corporate brand of The Bank of New York BNY is the corporate brand of The Bank of New York. Additional information is available on www.bny.com.
About Mellon
Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, Mellon’s dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world’s most sophisticated clients, proving that index investing requires an active mindset.
The Role
We’re seeking a future team member for the role of Senior Associate, Proposal Development to join the Mellon-Dreyfus Proposal Development team. This hybrid role is located Pittsburgh, PA. BNY requires employees to be in-office a minimum of three days a week, with the option to work-from-home two days/week.
In this role, you’ll make an impact in the following ways:
- Responsible for responding to client/prospect request for proposals (RFPs) and due diligence questionnaires (DDQs).
- Working closely with stakeholders (relationship management, distribution, compliance and more) to produce exceptional proposal responses to highlight Mellon and Dreyfus capabilities.
- Coordinating with stakeholders and SME’s, setting deadlines and managing priorities in a dynamic environment to meet or exceed deadlines.
- Collaborating and coordinating with internal contributors and SME’s to ensure RFP content is complete and accurate in Rocket Docs.
- Working to continually enhance standard language, exhibits and other data resources to create high-quality and accurate responses
- Partnering with the Mellon-Dreyfus Analytics team to implement and refine a new AI/Autofill process for drafting RFPs and DDQs.
- Maintaining Rocket Docs database of proposal questions and answers; providing feedback on question and answer enhance AI/Autofill capabilities
- Creating documentation for recurring deliverables to optimize and scale questionnaire delivery to our existing clients.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience in business management or related field is required.
- 5-7 years of total work experience preferred.
- Knowledge of institutional asset management industry.
- Experience in proposal development preferred but not required.
- Strong time management and planning skills are critical to success in this role.
- Strong organizational, writing and narrative skills are preferred.
- Must be resourceful and highly efficient, with high attention to detail.
- Able to manage a repeatable process but can pivot and improvise tasks and steps as needed based on the client, the deliverables and requirements of internal stakeholders.
- Proficient in Microsoft Office. Advanced Word/Excel user; RocketDocs experience a plus.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #LI-Hybrid
Salary : $2 - $49
