About Us

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.

About the Role

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.

Overview

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.

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

Qualifications

• 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
• Familiarity with Loopio will be viewed favorably

Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.

As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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. The base salary range for this position is: