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Client Reporting Lead

2 months ago

Boston, Massachusetts, United States Wellington Management Full time

About the Position

Company Overview

Wellington Management Company, established in 1928, provides services to institutional investors across more than 61 nations. Our goal is to surpass the investment objectives and service expectations of our clients globally. We are dedicated to promoting a diverse and inclusive workforce to enhance informed investment and business decisions.

Role Summary

We are seeking an experienced RFP Writer to become a vital part of our Client Reporting Services team. The primary responsibility will involve crafting fixed income questionnaires to support institutional sales and client reporting initiatives.

Key Responsibilities

  • Compose, revise, and proofread fixed income questionnaires
  • Collaborate with subject matter experts
  • Build expertise in formulating responses
  • Work closely with Investment Products & Fund Strategies
  • Update product content in internal databases
  • Provide assistance during peak workload periods

Required Qualifications

  • 3-5 years of experience in RFP writing
  • In-depth knowledge of the fixed income asset class
  • Exceptional writing and communication abilities
  • Proficiency in Microsoft Word and Excel
  • Capability to work autonomously and adhere to deadlines
  • Professional demeanor and a positive outlook

Compensation Overview

The base salary for this role ranges from USD 65,000 to 100,000. Additional benefits include bonuses, comprehensive benefits, and a flexible work environment aimed at supporting employee well-being.