at Northern Trust Company in Chicago, Illinois, United States
Job Description
About Northern Trust:
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.
This role sits within the U.S. RFP Team, based in Chicago, IL.
The RFP (Request for Proposal) team is responsible for compiling responses to complex bid and proposal documents for prospective and existing Northern Trust Asset Servicing clients as part of a 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.
We are seeking a writer whose primary responsibility will be new business questionnaires from prospective clients. These prospects will include retirement plans, corporate clients, not-for-profits, insurance companies and investment managers across a 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; performance measurement and reporting; cash management; securities lending and transition management.
Excellent written English skills are essential, as is an ability to manage projects within a deadline-driven environment.
Product knowledge of global custody, fund administration or other asset servicing products would be a benefit.
Based in the Asset Servicing business unit, this role will provide an opportunity to interface with experts across Asset Servicing product teams.
Responsibilities
Response Preparation
- Managing the response process from kick-off meeting to sending of 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 collaborate on putting forth strong responses
RFP database
- 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 a variety of products and services
Skills / abilities
- Excellent standard of written English and the ability to edit and tailor text to ensure accuracy, consistency and readability
- Ability to work in a deadline-driven environment, to multi-task and to manage conflicting priorities
- Strong MS Word skills
- A working knowledge of the broad asset servicing/global custody needs of corporate clients, investment managers and financial institutions
- Detail-oriented with a high level of accuracy and organization
- Excellent communication skills
- Empathetic and easily able to establish rapport with others
Experience and Qualification
- Bachelor's degree required
- One (1) to three (3) years of proposal writing and or financial industry work experience preferred
- Experience with proposal...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
