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Investment Information Writer Associate

Information About This Job

Job Title: Investment Information Writer Associate
Contract Type: Contract
Location: London
Salary: Competitive Salary
Duration: 12 Month FTC
Contact Name: Ben Kinley
Contact Email:
Job Published: over 1 year ago

Job Description

Our client, one of the world's oldest and largest financial services firms, is looking to appoint an Associate Investment Information Writer to join their London office.


The Role

Works in conjunction with more experienced associates on information requests, ad hoc inquiries and standardized/recurring assignments. Researches quantitative and qualitative information about the firm's investment strategies including separate accounts and funds and responds to internal associates, intermediaries, clients and prospects. Gathers information from databases and internal systems to support team requests. May work with investment/product specialists, sales teams, compliance and other business groups to gather information and develop written content related to the investment process and operational practices in response to requests for information (RFI), due diligence requests (DDQs) and requests for proposals (RFP), with oversight of more senior staff.


Key Responsibilities

  • Researches and gathers standard information for basic requests and works with more senior associates to fulfill more complex RFIs, RFPs, DDQs, and ad hoc requests.

  • Helps to draft responses to inquiries with oversight of the team manager and more senior staff.

  • Helps to prepare responses to in-coming requests, working with more senior associates to ensure all aspects of written responses are completed and accurate.

  • Collaborates with internal groups such as Sales/Distribution teams, Accounting, Operations, Investment Control, and Marketing Communications/Investment Writers on responses to more standard requests as needed.

  • Works with Legal and Compliance to ensure compliance related requirements are followed.

  • Helps to maintain internal databases of approved responses (PMAPS) and coordinates closely with more senior staff and the team’s global content manager to maintain information for use across RFIs, RFPs and DDQs.

  • Gathers standard information and statistical data.

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

  • Solicits recommendations on how to best respond to client requests based on questions asked and available data compiled from approved internal sources. May include basic calculation such as averages and ranges of historical data.

  • Helps to ensure consistency with consultant/third party database information, and provides basic support to the Investment Information Services team, as needed.

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

  • May participate in team projects.

  • Researches, gathers data, helps prepare and support project tasks and may present project information.

  • Serves as a general resource to the business for firm and investment strategy related information.

  • Responsible for responding to standard recurring and ad-hoc report requests.

  • Escalates unique requests where data is not readily available to content manager or more experienced associates.

  • Performs additional responsibilities as assigned.


Skills & Experience

  • Demonstrates an introductory knowledge of investment strategies and general portfolio statistics and ability to apply it to work assignments.

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

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

  • Demonstrates intellectual curiosity and analytical skills.

  • Demonstrates strong writing skills and command of grammar.

  • Displays critical thinking and problem solving skills.

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

  • Demonstrates ability to handle multiple priorities in a deadline driven environment.

  • Demonstrates ability to balance periods of high work volumes with 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 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.

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