Client Services Writer

Recruiter
Wellington Management Company, LLP
Location
Boston, USA
Salary
Competitive
Posted
20 Nov 2021
Closes
20 Dec 2021
Ref
12384098
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
WELLINGTON MANAGEMENT

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

POSITION

The Company

Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With over US$1 trillion in assets under management as of 30 June 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 61 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, commodity, multi-asset, and alternative strategies. 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.

JOB DESCRIPTION

Client Reporting Services within the InvesTech Operations Group has an open position for an RFP Writer primarily focused on equity and multi-asset 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

Responsibilities for this role include, but are not limited to:
  • Writing, coordinating, editing, and proofreading equity, multi-asset, and alternative questionnaires, and working with subject matter experts across the firm
  • Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses
  • Partnering with Investment Products & Fund Strategies (IPFS) - Equity and Multi-Asset 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)
  • Running performance, attribution, and stats
  • Peer reviewing questionnaires and other deliverables completed by the team as needed to ensure response accuracy, data reasonability, etc.
  • Willingness to absorb overflow questionnaires and other work during peak periods
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 demonstrate a high level of capital markets/investment/product knowledge, particularly in the equity and multi-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 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
  • Proficiency in Microsoft Word, Excel, and PowerPoint; familiarity with Qvidian and Salesforce will be viewed favorably.
  • Willingness to learn and take on additional responsibilities over time, as appropriate.
  • A positive, collegial attitude and a high level of professionalism are essential.
SKILLS

JOB TITLE
Client Services Writer

LOCATION
280 Congress

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMCANINQ@wellington.com .

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