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Lead Analyst, Proposal Development

AT BNY Mellon
BNY Mellon

Lead Analyst, Proposal Development

Pune, India


41478 - Lead Analyst, Proposal Development (RFP Writer role)

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

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About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in more than 40 countries. As of December 31, 2022, BNY Mellon had more than $44 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on . Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

**About Asset Servicing and Digital (ASD)

Asset Servicing powers the investment process for clients. We turn data into insights to help clients make more informed decisions; and enable access to capital markets and liquidity solutions, driving investment outcomes. We run their operations, delivering efficiency and scale on a resilient platform; core capabilities include global custody, fund accounting, integrated middle-office solutions, and transfer agency services. Through an open, modular network, we collaborate with leading providers to integrate best-in-class solutions, offering clients choice and flexibility. Asset Servicing clients are some of the world's largest and most sophisticated asset managers and asset owners, including banks, corporations, mutual funds, sovereign wealth funds and pensions.

The Digital organization sets the direction for BNY Mellon's digital future and drives investments in our digital capabilities, including data management, analytics, artificial intelligence, machine learning and robotics.

We're seeking a future team member for the role of Specialist/RFP Writer - Proposal Development to join our Asset Servicing and Digital (ASD) team. This role is located in Pune, HYBRID.

In this role, you'll make an impact in the following ways:
  • Proposal strategy and writing - With limited supervision, partake in or lead activities related to proposal development and create proposals / responses customized and tailored to the decision maker. The proposal writer is expected to be a generator of winning proposals and best practices that can serve as a model for other members of the team. May contribute to final go/no-go deliberation.
  • Proposal Management - Own project management by creating timelines/responsibility assignments and driving continuous communication, coordinating legal/ business reviews, . Identify and remove barriers of progress, escalating issues as needed. Must be able to manage proposals using proposal management tools . Loopio experience is a bonus.
  • Communication - Participate and play an active role in regular meetings, deal councils to share best practices, information, problem solving, etc., with other team members.
  • Knowledge Management - Develop and refine proposal processes and proposal library content. Work directly with the business development or relationship management team to clarify proposal requirements.
  • Tracking - Use RFP trackers to track all proposal information required to develop weekly, monthly, and quarterly reports. Ensure data is accurate and updated real-time.
  • Training and sharing best practices - Serve as a training resource and brand ambassador sharing approaches and learnings from pursuits. Actively share best practices
  • Other - Contribute to the achievement of team and organizational objectives, attend pre-proposal meetings and debriefings as needed.
To be successful in this role, we're seeking the following:
  • MBA degree or the equivalent combination of education and minimum 6-8 years of experience in financial services or related field is required. Experience in working on RFXs for Alternative Investment Services will be highly preferred.
  • Open to working in EMEA time zone and flexibility to connect with U.S. writers to pass the book when needed.
Skills and abilities: You are a good match if you are:
  • Extremely resourceful with excellent Project Management skills and experience
  • Collaborative - help facilitate a high level of collaboration between multiple stakeholders. When needed, work directly with SMEs, leaders and executives to help refine content strategy/messaging to best position the firm to win. Must have excellent written/verbal communication and keen listening skills.
  • Creative - Dynamic individual with an ability to synthesize multiple and significant information sources into a crisp, professional, impactful and value adding response for the clients.'
  • Driven and a self-starter - Skilled in organisation and time management skills and an ability to manage a broad range of activities simultaneously, demonstrates the desire to learn and develop at a rapid pace, focusing on Asset servicing but also learning the franchise to help support the sales process.
  • Attention to detail - Practice meticulous standards to provide responses of exceptional quality while meeting all requirements of the RFx.
  • Enthusiastic, Confident and Decisive with strong interpersonal and planning skills
  • Friends with Microsoft Office - Well versed in working on Word, Excel, Adobe and SharePoint and get excited to fix glitches.
  • Independent and Accountable to make fact-based decisions, and effectively hold project participants to standards and timelines whilst being a team player.
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • CDP's Climate Change 'A List'
Our Benefits:
  • Full-time contract of employment
  • City Centre locations close to the main railway station and flexible working arrangements
  • Flexible benefits package, including life and medical insurance, health screening, fitness discount program, employee assistance program
  • Award-winning Wellbeing Program supporting you with your unique health and well-being needs
  • Pension scheme
  • On-site childcare and a parental buddy program
  • Exciting opportunities for career and global mobility
  • Diverse and inclusive environment
  • Employee Referral Program
  • Recognition programs
  • A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)
Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Employer Description:

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 and 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:

Client-provided location(s): Pune, Maharashtra, India
Job ID: BNY_Mellon-41478
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program