Demo

Senior Client Service Writer

TeamPeople
Boston, MA Temporary
POSTED ON 2/10/2025
AVAILABLE BEFORE 5/8/2025

Primary Function

Must be onsite 3 days per week -Boston MA

Three month contract-could extend

Pay Rate : $30.00-$40.00 per hour

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

  • 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

  • Strong academic credentials and 3-5 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.
  • Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail
  • 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

  • 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
  • Salary : $30 - $40

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