RFP Writer
Job Location:
Boston, MA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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.
The Company
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 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 is seeking an RFP Writer to support the completion of prospect proposals client questionnaires and other strategic client deliverables. The team is responsible for producing high-quality RFPs (Requests for Proposals) RFIs (Requests for Information) DDQs (Due Diligence Questionnaires) that support both business development and client servicing efforts.
Through close partnership with product teams client-facing teams and subject matter experts across the firm the RFP Writer plays a critical role in articulating Wellingtons investment capabilities to clients and prospects. These deliverables help win new business meet the complex reporting and due diligence requirements of existing clients and ensure the firms investment solutions are represented accurately clearly and consistently. The delivery of thoughtful well-crafted questionnaires is a key component of both the sales process and ongoing client relationship management.
Responsibilities
Writing coordinating editing and proofreading RFPs and RFIs partnering with subject matter experts product teams and client-facing teams across the firm. This includes but is not limited to:
Developing and maintaining content in our content management tool Loopio as well as proposing enhancements to existing responses
Leveraging firm tools and AI to draft and deliver high-quality questionnaire responses
Supporting the development maintenance and governance of content used across RFPs RFIs and other client-facing materials
Support the completion of quantitative aspects of RFPs and RFIs by retrieving validating and organizing data from a variety of internal sources using Excel and other firm tools.
Building deep cross-functional relationships across the firm gaining exposure to investment products client servicing sales and content strategy. Build strong foundation for career growth given the breadth of partnerships and visibility gained through supporting global client and business development initiatives.
Qualifications
1 years of relevant investment industry experience is preferred
Strong writing and communication skills with high attention to detail
Strong quantitative and technical skills with the ability to leverage Excel Python and other analytical tools to support deliverables and efficiency gains
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
Experience with content management third party software such as Loopio Responsive Rocket Docs etc. is a plus
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:
EURThis range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellingtons 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 absencepaid holidays volunteer sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our 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.
About Company
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more
