Company Description
CACEIS, the asset servicing banking group of Crédit Agricole and Santander, serves asset managers and institutional investors worldwide. With offices across Europe, North and South America, and Asia, CACEIS offers comprehensive services like execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing, and issuer services. The group, recognized as a consolidator in the European asset servicing market, holds over €5 trillion in assets under custody and over €3.4 trillion in assets under administration (as of 31st March 2024), and continues to show sustained business growth.
Role Description
This is a full-time, on-site role located in the Munich for a Business Engineer - RFP Specialist. The RFP Specialist will be responsible for preparing, managing, and submitting Request for Proposals (RFPs), conducting thorough business analysis, collaborating with various departments to gather necessary information, ensuring quality and accuracy of proposal content, and handling project management activities related to the RFP process. The candidate will also support sales initiatives and contribute to strategic planning and process improvement.
Qualifications
- Strong Analytical Skills and Business Analysis capabilities
- Excellent Communication and Collaboration skills
- Experience in Sales and understanding client requirements
- Proven Project Management skills and ability to handle multiple projects
- Ability to work independently and as part of a team
- Familiarity with asset servicing and financial services industry is a plus
- Bachelor's degree in Business, Finance, or related field
- Proficiency in relevant software and tools
- English language skills, additional languages would be beneficial