RFP Specialist

RFP Specialist

SUMMARY

The RFP Specialist will be part of Northern Trust's U.S. RFP Team, based in Chicago, which is housed within the Asset Servicing business unit. As such, this role will provide an opportunity to interface with experts across Asset Servicing product teams.

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.

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.

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.

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 QUALIFICATIONS

• 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

• Experience with proposal writing software and Microsoft OneDrive a plus

• Minimum of one (1) year of proposal writing and or financial industry work experience preferred

• Bachelor's degree required

About Northern Trust: Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us: As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2022:

• BEST OF THE BEST 2022, HISPANIC network, a Latino Business & Employment Magazine

• THE WORLD'S MOST ADMIRED COMPANIES 2022, FORTUNE

• Gender Equality Index 2022, Bloomberg

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.