RFP Analyst - Mellon Capital Management

  • Competitive
  • San Francisco, CA, USA
  • Permanent, Full time
  • BNY Mellon
  • 27 Sep 16

RFP Analyst - Mellon Capital Management

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 & 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: bnymellon.com/careers.

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

Under general supervision, the RFP Analyst completes standard Request For Proposals, Request For Information and Due Diligence questionnaires (RFP, RFI, DDQ) responses, which accurately and favorably present Mellon Capital Management's (MCM) investment products/services to prospective clients or existing MCM clients. S/He will respond to RFPs in light of the organization's products, services, capabilities, stated account minimums, and legal guidelines. The incumbent is also responsible for assisting with ad-hoc projects, and participating in greater MCM initiatives. This candidate will be expected to work with internal constituents to ensure effective coordination and communication of our marketing and sales efforts and any other work as assigned.

The qualified candidate will have a BA/BS degree and designation of, or demonstrated progress towards, a CFA and/or MBA is desirable.  S/he must have a minimum of 1-3 years of industry experience in Investment Management, with direct experience with RFPs and/or consultant databases required.  The candidate must have an understanding of the investment management business, the ability to understand MCM products and services, and the RFP and consultant questionnaire response process, and a knowledge of the PMAPS system is preferred.  
Additionally, the candidate must have strong analytical skills and attention to detail, as well as exceptional written and oral communication. S/he must demonstrate a solid work ethic and professionalism, and be motivated, willing to take initiative and committed to self and team development. The candidate must exercise excellent business judgment, situational awareness, listening and interpretation skills.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 30320
Job: Asset Management
Organization: Mellon Capital Management-HR06141
Requisition Number: 1610482