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Proposal Management Associate Specialist

Northern Trust
Manila, Philippines
Closing date
Jul 24, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

Role Summary:

The Proposals Management team is responsible for compiling responses to complex proposal documents and due diligence questionnaires for prospective and existing Northern Trust Asset Servicing clients as part of a procurement, rebid or due diligence process. The 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 due diligence questionnaires from clients. These clients 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 of the role includes

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 as needed
  • Working with subject-matter-experts and relationship teams to source information and collaborate on putting forth strong responses
Proposals Management database
  • Ensuring new and updated information is added to the Proposals Management database
  • Liaising with other business areas to maintain the factual content of the Proposals Management database
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 writing software is a plus
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 .

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.

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