Senior RFP Investment Services Specialist

1 month ago

Boston, United States Man Group Full time

Purpose of the role


The Investment Services team is responsible for writing and providing high quality client communication to the firm’s client base globally, specifically covering the Man Numeric product range.


Man Numeric has a strong history in public equities, focusing on bottom-up systematic stock selection processes based on fundamental, causal market relationships and reinforced by continuous research. The Investment Services team performs a wide range of duties, including handling client queries, responding to DDQs/ RFPs, and producing strategy materials.


The role requires working closely with Man Numeric’s investment and Client Portfolio Management team (‘CPM’), Client Relations, Senior Sales personnel, and other subject matter experts across Man Group’s global offices. As such, this role offers the opportunity to play a vital role in all aspects and stages of the client experience.


Specific responsibilities

  • Write, develop, and deliver the full range of Man Numeric focused collateral.
  • Assist day-to-day contact with internal and external clients, facilitating their requirements and coordinating internal support where required.
  • Work closely with Sales, CPM, Portfolio Management, and key stakeholders across the business to write bespoke RFP/DDQ content and content of the highest quality. Ensure that the latest fund research, analysis, and messaging is incorporated.
  • Build and maintain strong working relationships with senior sales/ CPM/ key stakeholders.
  • Identify opportunities and initiate projects where the Investment Services can add value for Man Numeric’s CPM team and Man Group’s sales force.
  • Be a senior resource for junior members of the wider Investment Services team.


Key Skills & Experience

  • Degree level education in a relevant discipline required.
  • 4 - 5 years’ experience writing client focused content in the hedge fund or asset management industry.
  • Proven experience in writing, editing, and delivering high-quality RFPs and DDQs.
  • Excellent communication skills, both written and verbal.
  • Superior attention to detail and organizational skills, with the ability to prioritize assignments based on a broad understanding of the business requirements.
  • Ability to develop strong-working relationships with stakeholders across the firm and embrace engaging with these individuals.
  • Excellent time management skills to succeed in a demanding and fast-paced environment.
  • Team-oriented mind-set to support your colleagues, as well as experience working independently.
  • Advanced Microsoft Office skills (PowerPoint, Word, and Excel).

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