Lead, Client Services Writer
1 month ago
About the Role
Wellington Management is seeking a skilled RFP Writer to join our Client Reporting Services team. As a key member of our team, you will be responsible for writing, coordinating, editing, and proofreading fixed income questionnaires, working closely with subject matter experts across the firm.
Responsibilities
- Develop high-quality RFPs, RFIs, DDQs, and other ad hoc questionnaires/deliverables that meet the complex reporting requirements of our clients.
- Partner with Investment Products & Fund Strategies to create, edit, and refine product-related questionnaire content.
- Maintain up-to-date product content in Qvidian, our internal content library.
- Be willing to absorb overflow questionnaires and other work during peak periods.
Qualifications
- Strong academic credentials and 3-5 years of relevant RFP/writing experience in the investment industry.
- Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail.
- Proficiency in Microsoft Word and Excel, with familiarity with Qvidian a plus.
- A positive, collegial attitude and a high level of professionalism.
At Wellington Management, we are committed to building and maintaining a diverse workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
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