DDQRFP Writer

About the Role

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.

Key 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 Xs products and business

Skills & Experience

• 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

Global X does not accept unsolicited resumes or candidate profiles from recruitment agencies search firms or third-party recruiters.

Compensation & Benefits

Global X offers a competitive total compensation package including base salary annual performance bonus and a comprehensive benefits program:

• 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)

About Global X

Global X was founded in 2008. For more than fifteen years our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78.1 billion in assets under management. While we are distinguished for our Thematic Growth Income and International Access ETFs we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs research and insights and more at.

Global X is a member of Mirae Asset Financial Group (Mirae Asset) a global leader in financial services with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S. Australia Brazil Canada Colombia Europe Hong Kong India Japan Korea and Vietnam.