Job Description

This is for RFP Apprentice role within State Street Global Advisors’ Global Institutional Group. You will be assisting the RFP Specialists with responsibility for sourcing accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective institutional clients and consultants.

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 Apprentice within State Street Global Advisors’ Global Institutional Group, you will be assisting the RFP Specialists with responsibility for sourcing 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, your task will include:

• Serve as a back up for the RFP analysts in case of any urgent requests
• Support RFP analysts on projects that involve quantitative data collation and integration
• Reach appropriate teams and update Bio’s of team members across asset classes
• Assist RFP analysts to identify appropriate responses to proposal questionnaire from the database
• Understand the usage to internal tools to generate reports for RFP Analysts

This role is part of the Global RFP and DDQ Team and in that role you will report to the respective regional team manager.

Education and experience requirements

• Graduate or above, preferably a MBA graduate with specialization in finance
• Minimum 11-24 months experience in Asset management / RFP domain
• Good understanding of financial industry and various asset classes like Equity, Fixed Income etc.
• Exposure to Mutual Funds and ETF’s will be added benefit

This position requires

• Strong written and oral communications skills including good telephone/e-mail etiquette
• Excellent analytical and intepersonal skills
• Demonstrate ablility to analyse competitive intelligence and intigrate the collated information with services
• Positive, energetic attitude and self motivating
• Ability to multitask and manage several projects at one time
• Good understanding of financial services and investment products
• Proficient in Microsoft Office suite of applications, specifically Word and Excel

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.

About State Street

Across the globe, 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 essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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