Client Service Writer - Investments

Top Investment Firm here in Boston has a need for a Client Service Writer who will be part of the Client Investment Services and Investment Technology team responsible for (RFP's/RFI's). This skill set is a critical step in the institutional sales and client reporting processes. You will be responsible for the development of high-quality Requests for Proposals, Requests for Information, Due Diligence Questionnaires, and other ad hoc questionnaires/deliverables.

Responsibilities:

1. Writing, coordinating, editing, and proofreading fixed income, equity and/or multi-asset questionnaires, working with subject matter experts across the firm.
2. Using Excel-based internal applications to run reports and data.
3. Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses.
4. 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.

Qualifications:

1. Strong academic credentials and 8 plus years of relevant RFP/writing experience in the investment industry.
2. Demonstrated high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes.
3. An MBA or CFA, or progress toward these qualifications, is a plus.
4. Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail.
5. The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel.

Additional Information:

Hourly Rate - Up to $1 per hour
Hybrid