DDQ/RFP Writer
About The Position
The AVP, DDQ/RFP writer will be responsible for helping respond to Requests for Information (RFIs)/Requests for Proposals (RFPs)/Due Diligence Questionnaires (DDQs)/Quarterly questionnaires and respond to other qualitative and data inquiries about the firm and its products. This individual will be responsible for coordinating the responses to these requests, in close collaboration with the Portfolio Management teams, Product team, Legal & Compliance, Sales, Capital Markets and other key stakeholders necessary to complete these requests. This individual will also be responsible for the maintenance and centralization of key frequently asked questions and foundational information needed to successfully respond to requests and will help further streamline the process opportunistically. This is an exciting opportunity to contribute to the rapid growth of the firm and support its ambitious sales strategy.
Requirements
- 5+ years experience completing formal proposals in financial services industry
- 5+ years experience working at an investment, asset management, or financial services firm
- Proposal writing experience within the investment management industry
- Excellent writing, verbal, and editing skills
- Advanced knowledge of Microsoft office suite, using styles and formatting in Word, as well as Excel
- Outstanding project management, relationship management, and organizational skills
Responsibilities
- Managing RFP/RFI/DDQ/Client questionnaires
- Crafting targeted and compelling responses to RFPs, RFIs, DDQs, client questionnaires
- Coordinating and responding to follow-up diligence questions
- Confirming source-data accuracy and appropriate application in responses
- Enhancing messaging to highlight competitive advantages
- Coordinating with internal stakeholders (portfolio teams, product teams, compliance, and other key stakeholders):
- Gather information and tailor responses
- Ensure timely delivery of proposals
- Project-manage document completion
- Maintaining updated content in our RFP database
- Building knowledge of Global X’s products and business
Benefits
- Competitive base salary with annual performance-based bonus
- Comprehensive medical, dental, and vision insurance
- 401(k) retirement plan with company matching
- Generous paid time off and company holidays
- Professional development and continuing education opportunities
- Hybrid work flexibility
- Life and disability insurance
- Wellness programs and employee assistance program (EAP)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
