3 Loopio Jobs

Senior Associate, RFP, Investment Management Japan At BNY, our culture allows us to run our company better and enables employees growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. 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. This role leads the production of DDQs, RFPs, and RFIs for FIG, Pensions and Retail opportunities. Excellent written and oral communication skills, strong attention to detail, and a can-do, inquisitive and enthusiastic approach to RFP work are crucial to this role. We're seeking a future team member for the role of Senior Associate, RFP Analyst to join the BNY Investments team. This role is located in Tokyo. In this role, you'll make an impact in the following ways: Delivery of high-quality RFPs RFIs and DDQs across Investment Management Japan's FIG, Pension and Retail businesses Provide strategic direction and improve the RFP/RFI/DDQ process as appropriate, including but not limited to automation, use of AI and systems (MS CoPilot, Loopio, etc.) and strategic outsourcing of business processes to overseas locations, e.g. India. Provide expertise around approaches to improve RFP winning rates and opportunities for competitive product positioning Develop a high-level understanding of the key products that BNY Investment Management distributes in the APAC region, and maintain regular contacts with BNY Mellon Investment Management's investment firms and product development team to keep your knowledge up-to-date Coordinate with internal business partners (e.g. Sales, Product Development, Global RFP Team, Investment Management Services, Human Resources, Legal and Compliance, etc.) to develop, edit and review RFPs, RFIs and DDQs for Japan, on a timely and accurate basis Maintain efficient processes to ensure RFP, RFI and DDQ contents are current, accurate and tailored to meet the specific requirements of each RFP/RFI/DDQ request, as well as continuously seek to improve efficiency Occasionally support the Client Service Team by answering ad-hoc client requests and complete special projects as needed To be successful in this role, we're seeking the following: Degree level education 3-5 years of working experience in financial services, experience in RFP, RFI and DDQ production is a plus A solid understanding of investment products, asset classes, and financial markets is a plus Take ownership of assignments and be able to work independently with minimal supervision Ability to multi-task and manage competing priorities in a well-organized manner Excellent attention to detail Strong interpersonal and communication skills Ability to work in a fast-paced, deadline-driven environment Bilingual in English and Japanese, an additional Asian language (e.g. Chinese, Korean) is a plus At BNY, our culture speaks for itself, check out the latest BNY news at: Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 Most Just Companies, Just Capital and CNBC, 2025 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.

VP, RFP, Investment Management Japan At BNY, our culture allows us to run our company better and enables employees growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. 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. This role leads the production of DDQs, RFPs, and RFIs for FIG, Pensions and Retail opportunities. Excellent written and oral communication skills, strong attention to detail, and a can-do, inquisitive and enthusiastic approach to RFP work are crucial to this role. We're seeking a future team member for the role of Vice President, RFP Analyst to join the BNY Investments team. This role is located in Tokyo. In this role, you'll make an impact in the following ways: Delivery of high-quality RFPs RFIs and DDQs across Investment Management Japan's FIG, Pension and Retail businesses Provide strategic direction and improve the RFP/RFI/DDQ process as appropriate, including but not limited to automation, use of AI and systems (MS CoPilot, Loopio, etc.) and strategic outsourcing of business processes to overseas locations, e.g. India. Provide expertise around approaches to improve RFP winning rates and opportunities for competitive product positioning Develop a high-level understanding of the key products that BNY Investment Management distributes in the APAC region, and maintain regular contacts with BNY Mellon Investment Management's investment firms and product development team to keep your knowledge up-to-date Coordinate with internal business partners (e.g. Sales, Product Development, Global RFP Team, Investment Management Services, Human Resources, Legal and Compliance, etc.) to develop, edit and review RFPs, RFIs and DDQs for Japan, on a timely and accurate basis Maintain efficient processes to ensure RFP, RFI and DDQ contents are current, accurate and tailored to meet the specific requirements of each RFP/RFI/DDQ request, as well as continuously seek to improve efficiency Occasionally support the Client Service Team by answering ad-hoc client requests and complete special projects as needed To be successful in this role, we're seeking the following: Degree level education 7+ years of working experience in financial services, experience in RFP, RFI and DDQ production is a plus A solid understanding of investment products, asset classes, and financial markets is a plus Take ownership of assignments and be able to work independently with minimal supervision Ability to multi-task and manage competing priorities in a well-organized manner Excellent attention to detail Strong interpersonal and communication skills Ability to work in a fast-paced, deadline-driven environment Bilingual in English and Japanese, an additional Asian language (e.g. Chinese, Korean) is a plus At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 Most Just Companies, Just Capital and CNBC, 2025 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.

Hello Every one, I am writing this job post to brief about the job opportunity with IRIS KPO Resourcing for Customer Questionnaire Administrator - Bid Management Please find the job description and specifications for your references, Work From Home Salary Best in the industry Shift Timings : 2.00 PM to 11.00 PM Monday to Friday working. We are looking for candidates with 1 to 5 Years of experiences Candidate must me interested for for 6 Months (FIxed term contract) Job Description : India Operations: IRIS KPO Resourcing is a subsidiary of IRIS Software Group Ltd based out of 5th floor, Pottipati Plaza, Nungambakkam, Chennai, India. We are fully integrated with our UK entity in providing IT and ITeS solutions as global delivery centre. We do not have any other office in India. Web Link : https://www.iris.co.uk/products/iris-resourcing Job title :Customer Questionnaire Administrator - Bid Management Purpose of role: The purpose of this role is to support the bid management team by completing customer questionnaires using our RFP response software, Loopio. While not directly involved in managing bids, the role plays a key part in ensuring high-quality, consistent, and timely questionnaire responses. This includes gathering information from internal stakeholders, leveraging AI tools to draft content, and building a reusable content library to streamline future responses. The role will also lead a short-term research project to analyse the volume and variety of questionnaires received, helping inform future process improvements. This is a six-month temporary position reporting to the Manager of Bid Management. Key responsibilities: Use RFP response software (Loopio) to complete customer questionnaires, ensuring accurate and timely submissions Gather and organise information from subject matter experts across the business to support questionnaire responses Leverage AI tools (including features within Loopio) to draft and refine high-quality responses Populate and maintain a structured content library in Loopio to support efficient response reuse and consistency Review previously completed customer questionnaires and import relevant content into the response platform Design and implement reusable document templates and export themes to improve presentation and standardisation of questionnaire submissions Conduct a short-term research project to analyse the volume and types of questionnaires received across the business Collaborate with internal teams to identify common response patterns and opportunities for automation or standardisation Maintain organised records of questionnaire activities, ensuring knowledge capture and process improvement over time Skills/experience: Proven experience completing structured forms, questionnaires, or documentation in a professional or administrative setting Strong skills in information gathering from internal stakeholders and consolidating into clear, concise responses Strong attention to detail with the ability to follow formatting and submission requirements precisely Confident using productivity tools such as Microsoft Word, Excel, PowerPoint, and PDF editors Excellent English written communication skills, with the ability to tailor content for different audiences Strong organisational and time management skills; able to handle multiple questionnaire deadlines at once Nice to have skills/experience: Familiarity with RFP/RFI processes and tools, ideally with experience using Loopio or similar bid response software (e.g., RFPIO, RFP360, etc.) Comfortable using AI-assisted writing tools to generate or refine content Experience maintaining and organising content libraries, knowledge bases, or structured document repositories Experience creating document templates or styled outputs for professional use Experience conducting light research or process analysis, ideally involving document or workflow audits Person specification: Detail-oriented and methodical, with a focus on accuracy and consistency in written work Strong communicator, confident in gathering information from a variety of stakeholders across the business Proactive and self-motivated, with the ability to manage tasks independently and meet tight deadlines Comfortable learning and working with digital tools, including AI-assisted writing platforms and content management systems Able to understand and synthesize complex information into clear, customer-friendly language Organised and structured in approach, with good time management and task prioritisation skills Flexible and adaptable, with a willingness to take on a variety of tasks in a fast-paced environment Collaborative mindset with a positive, can-do attitude Curious and analytical, with an interest in improving processes and capturing insights from data Professional and discreet when handling sensitive or internal business information Success measures: A clear understanding and documented analysis of the volume and types of customer questionnaires received across the business A reliable internal stakeholder map showing who to approach for specific types of information or subject matter expertise Average time to complete a questionnaire is tracked, benchmarked, and reduced through better processes and content reuse A well-organised, high-quality content repository in Loopio, enabling faster and more consistent questionnaire responses Loopios machine learning recommendations show measurable improvement in relevance and accuracy due to well-tagged and frequently used content All previously completed questionnaires are reviewed, categorised, and imported into the content library where relevant Reusable export templates and branded document themes are created and successfully adopted A basic but useful reporting framework is in place to track questionnaire activity, completion times, and usage of AI/autofill tools (Loopio) Questionnaire completion becomes more efficient and consistent, even when handled by different team members Internal feedback indicates improved confidence and satisfaction with the questionnaire response process