Fixed Income RFP Writer

Wellington Management•Boston, MA

1d•Hybrid

About The Position

Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions. Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm. In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business. 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. The Global RFP team within Client Operations has an open position for a RFP Writer focused on firm level responses in client questionnaires. The Team 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. These deliverables assist in the procurement of new business, meet the complex reporting requirements of current clients and accurately, clearly, and articulately describe the firm and its investment solutions. The submittal of well-written questionnaires is a critical step in the sales and client reporting processes.

Requirements

3+ years of relevant RFP/writing experience in the investment industry is required
Excellent investment writing, quantitative, and communication skills with a strong attention to detail
A positive, collegial attitude and a high level of professionalism are essential
Individual must be an independent self-starter and a team player able to work on multiple assignments against strict and competing deadlines

Nice To Haves

Familiarity with Loopio will be viewed favorably

Responsibilities

Writing, coordinating, editing, and proofreading firm level content and questionnaires, partnering with subject matter experts across the firm
This includes, but may not be limited to, developing and maintain original content for new text as well as proposing modifications to current text
Developing an expertise in the many facets of firm-level content (e.g., trading, compliance, operational risk, etc.) to effectively craft and enhance responses
Collaboration with client facing teams and other subject matter experts (SMEs)
Willingness to absorb overflow questionnaires and other work during peak periods, including, but not limited to, ad hoc requests, customized client reporting work, and data requests

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.
We strive to pay employees fairly and competitively across all levels and roles.
Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits.
Base salary is only one component of Wellington’s total compensation approach.
Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.
In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
We believe that in person interactions inspire and energize our community and are essential to our culture.
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.