Investor Proposal Analyst
6 zile în urmă

About the role :

The proposal analyst is a part of the Client Relations Operations Team, that oversees the Client Relations’ business activities that intersect Legal, Compliance, and Business Intelligence, leading on addressing strategic priorities and process improvements.

This is a great opportunity to collaborate across all areas of Sustainalytics and to support our Client Relations team globally to grow our market presence.

The proposal analyst will create and maintain standard information packages, coordinate and contribute to Request for Proposals (RfPs), and generally contribute and run smooth processes related to proposals and RFPs, led by the Client Relations team.

Key responsibilities include :

  • Coordinating and write proposals and RfP responses;
  • Maintaining internal knowledge centers;
  • Maintaining standard information packages, proposals and other client support materials;
  • Coordinating with internal data, legal and client teams to set-up trial and services;
  • Providing issue metrics and management reporting to Senior Leadership and other stakeholders;
  • Developing own ESG and Sustainable Finance industry knowledge.
  • Qualifications :

  • Alignment with Sustainalytics’ mission, vision and values;
  • Business experience 2-5 yrs required;
  • Excellent English communication skills, both written and verbal;
  • Strong organizational / project management skills;
  • Attention to details;
  • Entrepreneurial and enjoys leading and working autonomously in a dynamic environment;
  • Ability to learn how to use a CRM, produce reports from it and learn and use other business software;
  • Proficiency in Microsoft Excel, Word, Outlook and PowerPoint
  • About Us

    Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings.

    With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.

    As Morningstar’s ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.

    In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices.

    New team members are onboarded and start their first day with the company from the safety of their homes.

    For more information, visit

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