Job Information
Wellington Client Services Writer in London, United Kingdom
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
OVERVIEW
The Questionnaires Team within Client Operations has an open position for a Client Services Writer focused on both firm-level and investment product 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 and product 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 product text as well as proposing modifications to current product text
Developing an expertise in investment approaches, as well as across the many facets of firm-level content (e.g., trading, compliance, operational risk, etc.) to effectively craft and enhance responses
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
2-3 years of relevant RFP/writing experience in the investment industry are preferred, but not 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
Proficiency in Microsoft Word and Excel
Familiarity with Qvidian will be viewed favorably
Not sure you meet 100% of our qualifications? That’s 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 r ace, 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 GMWTalentOperations@wellington.com .
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. 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.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)