Client Service Writer (Hybrid 3 days per week)

Primary Function

Hybrid - must be onsite 3 days per week

Three month contract (with potential to extend)

Client Investment Services within our client has an open position for a writer on the Questionnaires Team, covering product and firm content.

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 Investment 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.

Pay Range: 36.00 - 43.00 per hour

Duties & Responsibilities

• 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
• 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

Skills & Qualifications

• 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; 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

Education & Experience

• 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; familiarity with Qvidian will be viewed favorably