AddressOverview
Role Purpose
Working with other teams across the firm, the RFP Team is responsible for the completion of RFPs/RFIs/DDQs. The Role Holder will:
• Assist with the creation of RFPs and other questionnaires that create a favourable first impression with clients, consultants and prospects.
• Assist with responses to questionnaires on all topics related to sustainability.
• Assist with the population of consultant databases.
• Ensure responses are accurate.
• Participate in the work across the team including reports and projects.
• Seek continual improvement, be innovative and display strong attention to detail.
Key Responsibilities
• Assist the team with the accurate and effective production of RFPs, consultant databases and related documents.
• Have a working knowledge of approach to sustainability to enable effective responses to related questionnaires.
• Gather data, collate supporting material, edit text, and delivery submissions all within required deadlines.
• Communicate effectively with all areas of the firm.
• Review data to ensure accuracy.
• Assist with the maintenance and efficient distribution of master text and in the appropriate and efficient distribution of that text, quarterly.
• Ensure that procedures are followed and met in regard to approvals and audit requirements.
• Undertake project work as required.
• Record related activities on our CRM system, Salesforce
Technical Skills & Knowledge
• Strong project management skills and ability to multi-task.
• Ability to work under pressure and achieve deadlines.
• Effective verbal and written communication skills.
• Strong written English skills and ability to interpret and tailor text appropriately.
• Excel, Word and PowerPoint
• Possess the skill and technical knowledge to interpret data and requirements.
• Good business knowledge and understanding of the operating model of an investment management firm (desirable, not essential).
• Genuine interest in investment, portfolios, companies, strategies and research process.
Application
To ensure a fair and inclusive interview process, we encourage all applicants to inform us of any adjustments or adaptations they may require to fully participate. Your comfort and accessibility are important to us.
About Us
Established in 1983, Walter Scott is an investment management business built to deliver long-term success. We think of growth in decades and consider impact for generations, ignoring the volatility of the moment and the results of the day.
Our portfolio management philosophy is tried and tested: we focus solely on equity investments, holding stock only in high-quality, market-leading businesses that can generate sustainable growth for our clients. By keeping our strategy straightforward, we can go deeper in our research and further for our clients.
It's an approach that begins and ends with doing the right thing. For the institutional clients we serve around the world - protecting and enhancing their assets. For our community - supporting causes with tangible outcomes for people in Edinburgh, and beyond. And for the 180 employees who make it all possible - fostering a close-knit culture, nurturing personal growth and offering truly rewarding careers.
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: bnymellon.com/careers.
