Job Summary

Marketing - RFP Writer in New York, NY

  • Location:
    New York , New York
  • Category:
  • Contract Type:
    Contract/Temp to Hire
  • Job reference:

An enterprise commercial bank is looking for experienced Marketing RFP Writers for its NYC area!
Job Overview:
Location: Liberty St, New York, NY 10080
Duration: 6 months
Hours: 8-5, M-F
Pay: TBD
Job Responsibilities:

  • Conduct all pre- and post-sale client requirements for assigned clients across various distribution channels (Intermediary, Retirement, Wealth Solutions, and Institutional)
  • Complete RFPs, RFIs, DDQs, and monthly and quarterly requests for assigned clients
  • Organize and lead kick-off meetings with necessary individuals / teams
  • Partner with investment boutiques and other departments to respond appropriately
  • Work closely with the assigned Client Engagement Manager on client requests
  • Function as a liaison with assigned Investment Boutiques to gather necessary data and strategy updates on a monthly or quarterly basis as required for client deliverables and internal product teams
  • Develop strong working relationships with assigned client engagement management team members and gain insight into their clients
  • Develop an understanding of intermediary platform structures, and gain a comprehensive knowledge of focus clients and distribution channels assigned
  • Own ad-hoc projects including researching client issues / questions / concerns, coordinating internally with all internal teams as needed, and working with senior management

Job Details:
The RFP & Due Diligence Analyst is a key member of the Due Diligence Team within BNY Mellon Investment Management’s Americas Distribution organization. This team supports all distribution channels across a wide spectrum of investment products and vehicles including Dreyfus’ core offerings (cash management, fixed income and equity strategies) as well as alternatives, multi-manager investment products, mutual funds, retail separately managed accounts, and sub-advised portfolios. The ideal candidate for this position will have experience conducting due diligence and writing RFPs or RFIs in the investment management industry.

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