Lead, Client Services Writer

1 month ago


Boston, Massachusetts, United States Wellington Management Full time

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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