What are the responsibilities and job description for the Client Service Writer position at TeamPeople?
Primary Function
Client Investment Services within the InvesTech Group 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.
Duties & Responsibilities
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
Hybrid on-site Boston three days per week
Skills & Qualifications
The ideal candidate will possess the following 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; 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
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 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
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