Job Description
BNY Investments Global Head of RFP & Due Diligence
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 is all about.
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 trillion* in assets under management as of 31 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.
We’re seeking a future team member for the role of Global Head of RFP & Due Diligence to join our Data & Analytics, RFP and Reporting team, within the BNY Investments Operations team. This role is located in London – HYBRID (4 days a week in the office).
In this role, you’ll make an impact in the following ways:
- Provide strategic leadership to a global team of RFP writers and due diligence specialists across UK, US, APAC and Pune offices. Manage and develop team members, ensuring career growth and succession planning.
- Enhancing our RFP win rate and realising operational efficiency by developing and implementing a comprehensive technology strategy, including the integration of Generative AI tools. Monitoring win rates and implementing data-driven strategies to improve success metrics.
- Overseeing all aspects of RFP, DDQ, and annual attestation processes, ensuring consistency, accuracy, and competitiveness. Ensure that all documentation is compliant and has been passed through the appropriate channels to ensure it has been signed off by all relevant parties. Ensure clear communication throughout the process.
- Partnering with Investment, Distribution, Legal, and Compliance teams to ensure responses align with firm messaging and regulatory requirements
- Monitoring the service standards provided by the global RFP team to the wider business and address any concerns. Furnish management reporting requirements as well as any reporting related to internal audit or compliance testing. Work with audit and compliance to address any remedial actions.
To be successful in this role, we’re seeking the following:
- 12+ years of experience in asset management RFP/DDQ management, with at least 5 years in a leadership role. RFP writing experience, with compliance and regulatory frameworks in both UK and US market, is essential
- Bachelor’s degree or the equivalent combination of education and experience in asset management or related field is a must. CFA or other relevant qualifications preferred.
- Deep understanding of institutional asset management products and operations and a proven track record of successful RFP wins for institutional mandates.
- Experience implementing and managing RFP/DDQ technology solutions. Strong proficiency with Loopio and/or RocketDocs platforms. Strong understanding of Generative AI applications and their potential in RFP processes.
- Experience managing global teams across multiple time zones and excellent stakeholder management skills at senior levels.
- Demonstrated success in process transformation and change management.
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.
