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Vice President, Manager
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|Sector||Sales & Marketing|
|Contact||Ana Maria Tuliak|
An investment management business is urgently seeking a Client Services Writer to join their Client Reporting Services, EMEA within the Client Services Group team. Their investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 65 countries.
In this role you will be primarily focused on equity and/or fixed income questionnaires.
The submittal of well-written surveys is a critical step in the official sales and client reporting processes. To that end, the devoted Questionnaires Team within Client Reporting Services is responsible for the growth of high-quality RFPs, RFIs, DDQs and other ad-hoc questionnaires/deliverables.
Writing, organizing, editing, and proofreading equity questionnaires, working with subject matter experts across the firm, including cross-team collaboration working with the Data Services and Investment Reporting teams within Client Reporting
Emerging an expertise in an allocated suite/suites of methods to effectively craft and improve responses
Partnering with Investment Products & Strategies to create and polish product-related questionnaires content
Peer studying 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
SKILLS AND COMPETENCIES:
Previous experience with RFP/writing in the investment industry would be beneficial
Proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably
Be able to demonstrate a high level of capital markets/investment/product knowledge, mainly in the equity and/or fixed income asset class.
Excellent investment writing, measurable, and communication skills, as well as strong attention to detail
CALL OF ACTION:
If you are interested in this role, please apply today
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