Client Service Writer - Investments

Top Investment Firm here in Boston has a need for a Client Service Writer who will be part of the Client Investment Services and Investment Technology team responsible for (RFP's/RFI's). This skill set is a critical step in the institutional sales and client reporting processes. You will be responsible for the development of high-quality Requests for Proposals, Requests for Information, Due Diligence Questionnaires, and other ad hoc questionnaires/deliverables.

Responsibilities

• Strong academic credentials and 1 – 3 years of relevant RFP/writing experience in the investment industry
• Writing, coordinating, editing, and proofreading fixed income, equity and/or multi-asset 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
  
  

Qualifications

• Strong academic credentials and 8 plus years of relevant RFP/writing experience in the investment industry
• Candidates should demonstrate a high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes.
• 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;
  
  

Hourly Rate- Up to $1 per hour

Hybrid

KBW789

*MONKBW*