TeamPeople is hiring: Client Service Writer in Boston

OVERVIEW
Client Investment Services within the InvesTech Group has an open position for a writer on the Questionnaires Team, covering product and firm content. The submittal of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team within Client Investment Services 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 that 1) assist in the procurement of new business; 2) meet the complex reporting requirements of current clients; and 3) accurately, clearly, and articulately describe the firm and its investment solutions.

RESPONSIBILITIES

• Writing, coordinating, editing, and proofreading fixed income, equity and/or multi-asset questionnaires, working with subject matter experts across the firm.
• Using Excel-based internal applications to run reports and data.
• Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses.
• Partnering with Investment Products & Fund Strategies to create, edit, and refine product-related questionnaires content; this includes, but may not be limited to, developing original content for new product text as well as proposing modifications to current product text.
• Maintaining up-to-date product content in Qvidian (internal content library).
• 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.

SKILLS & QUALIFICATIONS

• Strong academic credentials and 1 year plus of relevant RFP/writing experience in the investment industry.
• Demonstrated high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes. An MBA or CFA, or progress toward these qualifications, is a plus.
• Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail.
• Proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably.
• Independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines.
• Willingness to learn and take on additional responsibilities over time, as appropriate.
• A positive, collegial attitude and a high level of professionalism are essential.

EDUCATION & EXPERIENCE

• Strong academic credentials and 1 – 3 years of relevant RFP/writing experience in the investment industry.
• Demonstrated high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes. An MBA or CFA, or progress toward these qualifications, is a plus.

TO APPLY

Diversity Inclusion & Customer Service Statement: TeamPeople, a division of System One, is dedicated to providing superior customer service. We respect, value, and celebrate the unique attributes, characteristics, and perspectives that make each person who they are. TeamPeople is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

#J-18808-Ljbffr