BNY Mellon
Proposal Writer, Senior Associate
BNY Mellon, New York, New York, us, 10261
Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Proposal Writer, Senior Associate to join our Treasury Services team. This role is located in Pittsburgh, PA, Lake Mary, FL, Everett, MA, or New York, NY.
- HYBRID.
In this role, you’ll make an impact in the following ways:
Contributes to business revenue goals by generating compelling proposal responses and presentations for clients globally, across industries.
Coordinates clear, succinct responses to client due diligence requests (DDQs) working in partnership with experts across the business
Manages proposal and DDQ responses end-to-end, working in both independently and in an team environment
Creates persuasive client facing presentations and other client-facing materials
Contributes to overall success of proposals and presentations through proposal drafting and research, writing effective executive summaries and creating client presentations that effectively showcase Treasury Services and BNY Mellon as a leading service provider
Conducts legal/business reviews for all potential projects. May participate in final go/no-go deliberation
Utilizes tracking tools and project plans to track all relevant project information throughout the project lifecycle, including maintaining accurate data for report generation
Coordinates with internal business partners to research and gather information necessary to prepare a responsive submission to the assigned RFPs and DDQs. Anticipates compliance, legal, or regulatory review required for response and works with more senior staff to address
May assist in developing and refining the proposal and due diligence process and assist in the creation of standard library content
Works closely with the business development or relationship management team to clarify proposal requirements in conjunction with the client
No direct reports
To be successful in this role, we’re seeking the following:
Bachelors degree or the equivalent combination of education and experience in business management or related field is required
3-5 years of total work experience in financial services preferred, knowledge of Treasury Services a plus
Experience in proposal development and due diligence response preferred
Demonstrates excellent verbal and written communication skills
Proficiency in Outlook, Word, Excel, PowerPoint, Adobe Acrobat and InDesign, and SharePoint
Strong copywriting and document/presentation design skills preferred
Strong organizational, project management and time management skills required
PMP certification a plus
Detail oriented with the ability to manage multiple complex projects and deadlines at any given time in a fast-paced environment
Demonstrates a commitment to continuous improvement to drive efficiencies and optimal client experience
Ability to work independently and make fact-based decisions while holding project stakeholders accountable
Experience using proposal management software preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $56,000 and $98,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.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.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Proposal Writer, Senior Associate to join our Treasury Services team. This role is located in Pittsburgh, PA, Lake Mary, FL, Everett, MA, or New York, NY.
- HYBRID.
In this role, you’ll make an impact in the following ways:
Contributes to business revenue goals by generating compelling proposal responses and presentations for clients globally, across industries.
Coordinates clear, succinct responses to client due diligence requests (DDQs) working in partnership with experts across the business
Manages proposal and DDQ responses end-to-end, working in both independently and in an team environment
Creates persuasive client facing presentations and other client-facing materials
Contributes to overall success of proposals and presentations through proposal drafting and research, writing effective executive summaries and creating client presentations that effectively showcase Treasury Services and BNY Mellon as a leading service provider
Conducts legal/business reviews for all potential projects. May participate in final go/no-go deliberation
Utilizes tracking tools and project plans to track all relevant project information throughout the project lifecycle, including maintaining accurate data for report generation
Coordinates with internal business partners to research and gather information necessary to prepare a responsive submission to the assigned RFPs and DDQs. Anticipates compliance, legal, or regulatory review required for response and works with more senior staff to address
May assist in developing and refining the proposal and due diligence process and assist in the creation of standard library content
Works closely with the business development or relationship management team to clarify proposal requirements in conjunction with the client
No direct reports
To be successful in this role, we’re seeking the following:
Bachelors degree or the equivalent combination of education and experience in business management or related field is required
3-5 years of total work experience in financial services preferred, knowledge of Treasury Services a plus
Experience in proposal development and due diligence response preferred
Demonstrates excellent verbal and written communication skills
Proficiency in Outlook, Word, Excel, PowerPoint, Adobe Acrobat and InDesign, and SharePoint
Strong copywriting and document/presentation design skills preferred
Strong organizational, project management and time management skills required
PMP certification a plus
Detail oriented with the ability to manage multiple complex projects and deadlines at any given time in a fast-paced environment
Demonstrates a commitment to continuous improvement to drive efficiencies and optimal client experience
Ability to work independently and make fact-based decisions while holding project stakeholders accountable
Experience using proposal management software preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $56,000 and $98,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.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.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.