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Associate Investment Information Writer - 12 month FTC

Information About This Job

Job Title: Associate Investment Information Writer - 12 month FTC
Contract Type: Contract
Location: London
Industry:
Duration: 12 Month FTC
Contact Name: Max Heppleston
Contact Email: mheppleston@lawsonchase.com
Job Published: 6 months ago

Job Description

About The Company

The company committed to providing employees with opportunities to broaden and deepen their knowledge and skills and to grow personally, professionally and financially.

 

About The Role

Demonstrates an in-depth knowledge level in assigned area and primarily works independently to manage written client/intermediary requests for information, due diligence and new business requests, projects, ad hoc requests and recurring assignments. Provides quantitative and qualitative information about the company's institutional investment strategies including separate accounts and funds to internal associates, intermediaries, clients and prospects. Responsible for creating an accurate presentation of the firm's investment strategies by gathering and developing written content and information to complete responses to requests for information (RFI), due diligence requests (DDQs) and requests for proposals (RFP). Identifies opportunities to improve content for use globally, streamline processes and may participate in and lead RFP and departmental projects.

 

Key Responsibilities

  • Prepares and reviews responses to requests for information.

  • Independently coordinates and responds to complex RFIs, DDQs and RFP’s.

  • Independently creates and develops written content to describe the investment philosophy and process across company strategies and accountable for ensuring responses are accurate, timely and appropriate from a legal and compliance perspective.

  • Utilises the internal databases of approved information and language (PMAPS) and coordinates closely with the team’s global content manager to enhance and ensure optimal information for use across RFIs, DDQs and RFPs.

  • Monitors incoming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed.

  • Partners with less experienced associates to review in-coming requests and requirements, coordinating feedback and input from various departments and providing leadership and direction on various aspects of their written responses.

  • Builds and fosters relationships internally to ensure consistent external responses and messaging.

  • Coordinates and facilitates RFP kick-off calls to review request requirements and understand client needs.

  • Partners with Sales teams to formalize strategy in response to complex requests.

  • Partners with internal groups such as Sales/Distribution teams, Accounting, Global Investment Control, and Marketing Communications/Investment Writers to gather information for responses and accurately reflect processes and information requests.

  • Works with Legal and Compliance to maintain business standards and compliance related requirements.

  • Keeps abreast of internal product launches and strategy developments.

  • Assesses impact of content to ensure it is accurately written and the information is consistently represented.

  • Collaborates with project teams, investment specialists and other internal associates on new product initiatives and ad-hoc inquiries to develop content for use in RFIs and RFPs.

  • Interprets information and statistical data.

  • Gathers complex statistical data and information relating to investment strategies from databases and internal systems.

  • Interprets investment-related information/statistics, analyzing data and trends that impact responses and works to improve responses as a result.

  • Utilizes experience and knowledge to determine and validate how to best respond to complex client requests based on questions asked and available data compiled from approved internal sources and shares with team members.

  • Identifies and offers recommendations for resolution of data discrepancies.

  • Ensures consistency with consultant/third party database information, and provides expertise to the Investment Information Services team, as needed.

  • Records and analyzes information related to requests for workload tracking and metrics reporting.

  • Stays abreast of industry best practices and due diligence/RFP trends.

  • Provides recommendations for process improvement based on analysis of practices and trends.

  • Effectively prioritizes client/intermediary requests to ensure timely responses based on the relationship and the type of inquiry.

  • Leads and/or participate in team projects.

  • Coordinates and participates in or acts as the subject matter expert for team projects, or cross-functional projects that may be part of a broader initiative.

  • Research, gather data, prepare project material and present project information.

 

Leadership Responsibilities

  • Provides direction and feedback to other associates and assists them in completing their assignments. May review RFIs/RFPs for others on the team, as needed.

  • Serves as a positive role model and mentor for other associates.

  • Serves as the subject matter expert to the business for RFI/RFP/DDQ related information.

  • Participates in the training of other associates and identifies training needs. Recommends enhancements to training plans.

  • Collaborates with manager to recommend departmental improvements.

  • Coordinates the prioritization and identification of process improvement opportunities.

 

Skills & Experience

  • Demonstrates an in-depth knowledge of investment strategies and general portfolio statistics and ability to analyze data and information.

  • Demonstrates in-depth knowledge of industry tools and applications (e.g. PMAPS, FAMIS).

  • Demonstrates the ability to lead and manage projects within the team.

  • Demonstrates proven numerical ability and experience with quantitative submissions.

  • Demonstrates strong computer skills (Word, PowerPoint and Excel).

  • Demonstrates a high level of intellectual curiosity and analytical skills particularly in areas of complexity.

  • Demonstrates excellent writing skills and command of grammar.

  • Demonstrates strong attention to detail and organizational skills and ability to work independently and as part of a team.

  • Displays critical thinking and problem-solving skills in areas of complexity.

  • Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.

  • Demonstrates the ability to identify, assess, respond to and escalate risk or potential risk encountered through day-to-day activities.

  • Demonstrates strong attention to detail and organizational skills as well as the ability to work independently and as part of a team.

  • Demonstrates the ability to balance periods of high work volumes with a high degree of accuracy.

 

Key Competencies

  • Communicates Effectively – Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.

  • Collaborates – Builds partnerships and works collaboratively with others to meet shared objectives.

  • Decision Quality – Makes good and timely decisions that keep the organization moving forward.

  • Customer Focus – Builds strong customer relationships and delivers a customer-centric solution.

  • Action Oriented – Takes on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.

  • Manages Ambiguity – Operates effectively, even when things are not certain or the way forward is not clear.

  • Drives Results – Consistently achieving results, even under tough circumstances.

  • Plans and Aligns – Plans and prioritizes work to meet commitments aligned with organizational goals.

  • Optimizes Work Processes – Knows the most effective and efficient processes to get things done, with a focus on continuous improvement.

  • Manages Complexity – Makes sense of complex, high quantity and sometimes contradictory information to effectively solve the problem.

  • Directs Work – Provides direction, delegates, and removes obstacles to get work done.

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