CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
The institutional asset management industry is evolving. Clients need more than products; they need a trusted partner and advisor with a deep understanding of their needs who can help them achieve their goals. State Street Global Advisors is seeking a talented individual who can support and enable our client facing teams to succeed in this environment. Are you that person?
As an RFP Analyst within State Street Global Advisors' Global Institutional Group, you will take 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. You will be part of a global team responsible for:
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 team's processes
Maintaining and logging information for RFP reporting metrics
This role is part of the Global Request for Proposal, Request for Information and Due Diligence Questionnaire Team and in that role you will report to the respective team manager.
This position requires:
3-5 years experience in asset management or RFP writing, with exposure to mutual funds and ETFs a plus
Understanding of the asset management business, basic financial concepts, and regulations as well as knowledge of various asset classes (e.g., equity and fixed income), different investment products, and market segments
Comprehensive understanding of the products you support
Strong project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills
Capacity for differentiated thinking and ability to challenge the status quo in order to drive optimal outcomes
Excellent editing and proofreading skills
Strong quantitative skills and ability to understand and communicate investment data
Acute attention to detail
Capability to produce high-quality and/or final work product and solutions in a rapidly changing environment with tight deadlines, including the skill to prioritize and allocate projects and workflow to ensure timely and accurate delivery
Being collaborative by nature with the capability to help others achieve more, working with local and global teams, including the flexibility to work within global deadlines
An ability to form and cultivate positive relationships with internal partners across all levels of the organization
An ability to take ownership, initiative and successfully navigate within a demanding and international environment of a leading global financial institution
An ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
A positive attitude that motivates and inspires others
Proficient in Microsoft Office suite of applications, specifically MS Word and Excel
Graduate or above, preferably a MBA graduate with specialization in finance
About State Street Across the world, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success.
Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses the values of our company. It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.
State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.