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Client Services Writer

Information About This Job

Job Title: Client Services Writer
Contract Type: Permanent
Location: London
Contact Name: Max Heppleston
Contact Email:
Job Published: about 1 year ago

Job Description

We are working closely with a leading London based asset management firm in recruiting a Client Services Writer.


About The Company

The company offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Their investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, the company believes their ownership structure fosters a long-term view that aligns the company’s perspectives with those of our clients.


Key Responsibilities

  • Writing, coordinating, editing, and proofreading equity and/or fixed income questionnaires, working with subject matter experts across the firm, including cross-team collaboration working with the Data Services and Investment Reporting teams within Client Reporting

  • Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses

  • Partnering with Investment Products & 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)

  • Peer reviewing questionnaires and other deliverables completed by the team as needed to ensure response accuracy, data reasonability, etc.

  • Willingness to absorb overflow questionnaires and other work during peak periods


Skills & Experience

  • Strong academic credentials and 3 – 5 years of relevant RFP/writing experience in the investment industry

  • Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the equity and/or fixed income asset class. 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

  • The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients

  • Proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably.

  • A positive, collegial attitude and a high level of professionalism are essential.

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