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Client Services Writer Specialist
2 weeks ago
Wellington Management, a private partnership that offers comprehensive investment management capabilities, serves institutional clients in more than 60 countries. Our robust proprietary research and collaborative culture enable us to tailor our investment solutions to the unique return and risk objectives of our clients.
About the Role
We are seeking an experienced RFP Writer to join our Client Reporting Services team. The ideal candidate will possess strong academic credentials, 3-5 years of relevant experience in the investment industry, and a high level of capital markets/investment/product knowledge, particularly in fixed income. Excellent writing, quantitative, and communication skills are essential for this role.
The Company Overview
Established in 1928, Wellington Management has grown into a leading investment manager serving clients worldwide. Our mission is to exceed the investment objectives and service expectations of our clients, ensuring the firm's long-term viability. We foster a collaborative culture of inclusivity, attracting a talented and diverse workforce. As an Equal Opportunity Employer, we welcome individuals with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
Job Responsibilities
The successful candidate will be responsible for developing high-quality RFPs, RFIs, DDQs, and other ad hoc questionnaires/deliverables. This includes working with subject matter experts across the firm, using Excel-based internal applications to run reports and data, and maintaining up-to-date product content in Qvidian. The individual must be an independent self-starter, a team player, and able to work on multiple assignments against strict deadlines.
Required Skills and Qualifications
To excel in this role, candidates should possess:
- Strong academic credentials
- 3-5 years of relevant experience in the investment industry
- High level of capital markets/investment/product knowledge, particularly in fixed income
- Excellent writing, quantitative, and communication skills
- Proficiency in Microsoft Word and Excel, and familiarity with Qvidian
- Ability to work independently and as part of a team
Benefits and Others
As an employee of Wellington Management, you can expect a competitive salary range of USD 65,000 - 150,000, plus opportunities for professional growth and development. Our comprehensive benefits package includes retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, and commuter program, among others. Wellington Management is an Equal Opportunity Employer, committed to fostering a diverse and inclusive work environment.