At a Glance
- Tasks: Craft compelling RFPs and collaborate with teams to drive impactful financial solutions.
- Company: Join BNY, a leading global financial services company shaping the future.
- Benefits: Competitive pay, flexible resources, wellness programs, and generous paid leave.
- Other info: Diverse and inclusive workplace with excellent career advancement opportunities.
- Why this job: Make a difference in the financial world while growing your skills in a dynamic environment.
- Qualifications: Experience in RFP writing and strong project management skills required.
The predicted salary is between 50000 - 70000 £ per year.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
We’re seeking a future team member for the role of RFP/DDQ Writer to join our Asset Servicing Deal Management Team specializing in Asset Servicing products for Investment Managers, Banks, Broker Dealers and Insurance services. This role is located in London, UK.
Responsibilities- Prepare Requests for Proposals (RFPs) by understanding and addressing the questions presented.
- Lead response strategy, outlines, and compliance matrices for asset servicing pursuits.
- Collaborate to write and edit persuasive content covering products and services for Asset Servicing.
- Coordinate SME inputs and governance reviews; ensure accuracy, consistency, and on‑time delivery.
- Maintain and improve the RFP content library with fresh proof points and concise responses.
- Format RFP documents including any appendices to ensure clarity and consistency.
- Project management including timeline, key deliverables, themes from key stakeholders and SMEs for a quality RFP response.
- Experience of RFP/RFI/DDQ writing within financial services, asset servicing preferred.
- Strong editorial and project management skills; proficiency with Loopio and Microsoft 365 products.
- Familiarity with SOC 1/2 themes, ISO frameworks, KYC/AML and data privacy.
- Understanding of the Asset Management industry including Alternatives Investments.
- Proficient language skills in English.
- Bachelor’s degree or equivalent experience in Communications/Business/Finance or related fields, or MBA (Finance) preferred.
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.
RFP/DDQ Writer employer: Convergex
At BNY, we pride ourselves on fostering a culture of excellence and innovation, making us an exceptional employer for those seeking to thrive in the financial services sector. Located in the vibrant city of London, our team enjoys competitive compensation, comprehensive benefits, and ample opportunities for personal and professional growth, all while contributing to transformative solutions that impact communities globally. Join us as an RFP/DDQ Writer and be part of a collaborative environment that values your contributions and supports your journey towards success.
StudySmarter Expert Advice🤫
We think this is how you could land RFP/DDQ Writer
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Convergex. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace RFP/DDQ Writer
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Convergex.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Convergex's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Convergex
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Convergex.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Convergex will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Convergex employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
