Senior RFP Writer

About the role

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. Position The APAC Client Operations team has an open position for an RFP Writer based out of the Tokyo office. The RFP Writer will focus on responding to questionnaires from Japanese and APAC clients. The submission of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated RFP Team within Client Operations is responsible for managing the completion of RFPs (requests for proposal), RFIs (requests for information), 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:
• Drafting, coordinating, editing, and proofreading questionnaires, working with subject matter experts across the firm, including the client and product management teams
• Developing an expertise in an assigned suite or suites of investment strategies to effectively craft and enhance RFP responses
• Partnering with product management to create, edit, and refine product-related responses; 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
• Maintaining up-to-date translations (English/Japanese)
• 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

Requirements

• The ideal candidate will possess the following qualifications:
• Strong academic credentials and 7-10 years of relevant RFP/writing experience in the investment industry
• Candidates should demonstrate a high level of capital markets/investment/product knowledge. An MBA or CFA, or progress toward these qualifications, is a plus.
• Excellent investment writing, quantitative, and communication skills both in English and Japanese, 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 clients, prospects, and consultants.
• Proficiency in Microsoft Word and Excel
• A positive, collegial attitude and a high level of professionalism are essential.
• Working well under pressure of strict deadlines and have the ability to multi-task, problem solve, and quickly adapt to evolving processes

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at wellington? Share your experience