Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
The APAC & EMEA RFP (Request for Proposal) team sits within the Global RFP Team, and is responsible for compiling responses to complex bid and proposal documents for prospective and existing clients and prospects as part of a sales, procurement, rebid or due diligence process.
The RFP team works alongside the sales and relationship management teams to formulate compelling responses in order to win and retain business for the bank.
The role
We are seeking to recruit a writer whose primary responsibility will be completing new business questionnaires for prospective clients.
These prospects will include pension funds, sovereign wealth funds, corporate, insurance companies and investment managers across the spectrum of fund types.
The services covered will include, but not be limited to, global custody; investment accounting; fund accounting; transfer agency; trustee and depositary; middle office outsourcing; risk and compliance; total portfolio solutions; cash management; securities lending and transition management.
Additional responsibilities include:
- Managing the response process from kick-off meetings with the sales and relationship management teams to dispatching the final response documents, ensuring milestones and deadlines are met
- Using the RFP database and other resources to research and prepare responses
- Tailoring standard responses for individual clients
- Working with subject-matter-experts, sales and relationship teams to source information and create bespoke responses
- Ensuring new and updated information is added to the RFP database
- Liaising with other business areas to maintain the factual content of the RFP database
- Researching opportunities to create new RFP database files for new products and services
- Learning how to implement new AI initiatives to make the RFP process more efficient
The ideal candidate should demonstrate some of the following qualifications
- Strong writing, editing and proof reading skills
- Excellent written and verbal communications skills with a demonstrated ability to edit and tailor text to ensure accuracy, consistency and readability
- Product knowledge of global custody, fund administration or other asset servicing products would be a benefit
- The ability to work in a deadline-driven environment, to multi-task and to manage conflicting priorities
- Demonstrated proficiency in MS Word and MS Excel
- Demonstrated ability to plan and manage several projects across time zones simultaneously
- An interest in the financial services industry; previous experience or prior knowledge is a definite plus but not required
Working with us
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
