Lead, Client Services Writer

3 weeks ago

Boston, United States 10500 WMC Wellington Management Company LLP Full time

About the Role

THE COMPANY

Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933.Wellington Management serves an extremely diverse mix of institutional investors located in over 61 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions. Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm. In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business.

As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

OVERVIEW

Client Reporting Services within the InvesTech Group has an open position for an RFP Writer primarily focused on fixed income questionnaires.

The submittal of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team within Client Reporting Services is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables that 1) assist in the procurement of new business; 2) meet the complex reporting requirements of current clients; and 3) accurately, clearly, and articulately describe the firm and its investment solutions.

RESPONSIBILITIES 

Writing, coordinating, editing, and proofreading fixed income questionnaires, working with subject matter experts across the firm

Using Excel-based internal applications to run reports and data

Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses

Partnering with Investment Products & Fund Strategies to create, edit, and refine product-related questionnaires content; this includes, but may not be limited to, developing original content for new product text as well as proposing modifications to current product text

Maintaining up-to-date product content in Qvidian (internal content library) 

Willingness to absorb overflow questionnaires and other work during peak periods, including, but not limited to, ad hoc requests,customized client reporting work, and data requests

QUALIFICATIONS

The ideal candidate will possess the following qualifications:

Strong academic credentials and 3 – 5 years of relevant RFP/writing experience in the investment industry

Candidates should demonstratea high level of capital markets/investment/product knowledge, particularly in the fixed income asset class. An MBA or CFA, or progress toward these qualifications, is a plus

Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail

The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably

The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients

Willingness to learn and take on additional responsibilities over time, as appropriate

A positive, collegial attitude and a high level of professionalism are essential

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