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28 Mar 2024

Proposal & Due Diligence, Senior Associate

BNY New York, New York, United States

Job Description

Hybrid Role based in Pittsburgh, PA, United States OR New York, NY, United States


Bring your ideas. Make history. 
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world’s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” – 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

BNY Mellon Treasury Services is looking to add an experienced, organized, creative member to our Proposals & Due Diligence Response team! In the role of Proposal & Due Diligence Senior Associate, you’ll partner with Executives, Relationship Managers, and Business Development leads to prepare high-quality proposal and due diligence responses that support our growth initiatives across all regions and industry segments. This role is located in Pittsburgh, PA or New York, NY.


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 Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

  • Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg’s Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP’s Climate Change ‘A List’

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon 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.

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.

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How to Apply

Click here to apply - https://bnymellon.eightfold.ai/careers/job/21037800

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