Associate, Proposal Development

Associate, Proposal Development

About BNY Investments:

BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of 31^st March 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

The Role

We're seeking a future team member for the role of Associate, Proposal Development to join the Proposal Development team at BNY Investments with a focused coverage on Dreyfus, and Mellon Investments.

This role is located Pittsburgh, PA, and is a hybrid working role.

In this role, you'll make an impact in the following ways:

• Responsible for responding to client/prospect request for proposals (RFPs) and due diligence questionnaires (DDQs).
• Working closely with stakeholders (relationship management, distribution, compliance and more) to produce exceptional proposal responses to highlight Mellon and Dreyfus capabilities.
• Coordinating with stakeholders and SME's, setting deadlines and managing priorities in a dynamic environment to meet or exceed deadlines.
• Collaborating and coordinating with internal contributors and SME's to ensure RFP content is complete and accurate in Rocket Docs.
• Working to continually enhance standard language, exhibits and other data resources to create high-quality and accurate responses
• Partnering with the Analytics team to implement and refine a new AI/Autofill process for drafting RFPs and DDQs.
• Maintaining Rocket Docs database of proposal questions and answers; providing feedback on question and answer enhance AI/Autofill capabilities
• Creating documentation for recurring deliverables to optimize and scale questionnaire delivery to our existing clients.

To be successful in this role, we're seeking the following:

• Bachelor's degree or the equivalent combination of education and experience in business management or related field is required.
• 3-5 years of total work experience preferred.
• Knowledge of institutional asset management industry.
• Experience in proposal development preferred but not required.
• Strong time management and planning skills are critical to success in this role
• Strong organizational, writing and narrative skills are preferred
• Must be resourceful and highly efficient, with high attention to detail
• Proficient in Microsoft Office. Advanced Word/Excel user; RocketDocs experience a plus.

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. #LI-Hybrid