Client Services Writer

Employer
Wellington Management Company, LLP
Location
Boston, USA
Salary
Competitive
Posted
04 Sep 2022
Closes
25 Sep 2022
Ref
16698560
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

About the Role

OVERVIEW

Client Reporting Services within the InvesTech Operations Group has an open position for an RFP Writer primarily focused on firm-level responses in questionnaires.

The submittal of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team within Client Reporting Services is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables that 1) assist in the procurement of new business; 2) meet the complex reporting requirements of current clients; and 3) accurately, clearly, and articulately describe the firm and its investment solutions.

RESPONSIBILITIES

Responsibilities for this role include, but are not limited to:
  • Writing, coordinating, editing, and proofreading firm-level questionnaires, working with subject matter experts across the firm
  • Developing an expertise in the many facets of firm-level content (e.g., Trading, ESG, Compliance, Operational Risk, etc.) to effectively craft and enhance responses
  • Maintaining up-to-date content in Qvidian (internal content library)
  • Willingness to absorb overflow questionnaires and other work during peak periods, including, but not limited to, ad hoc requests, customized client reporting work, and data requests
QUALIFICATIONS

The ideal candidate will possess the following qualifications:
  • Strong academic credentials and 3 - 5 years of relevant RFP/writing experience in the investment industry are preferred, but not required
  • Candidates should demonstrate a high level of capital markets/investment knowledge. An MBA or CFA, or progress toward these qualifications, is a plus
  • Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail
  • The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients
  • Proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably
  • A positive, collegial attitude and a high level of professionalism are essential
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMCANINQ@wellington.com .

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