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Senior Investment Information Writer

Information About This Job

Job Title: Senior Investment Information Writer
Contract Type: Permanent
Location: Unknown
Salary: Competitive Salary
Contact Name: Ben Kinley
Contact Email:
Job Published: almost 2 years ago

Job Description

Senior Investment Information Writer sought to join a globally known financial services firm.


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 firm's institutional investment strategies including separate accounts and funds to internal associates, intermediaries, clients and prospects. Responsible for creating an accurate presentation of the 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 investment philosophy and process across strategies and accountable for ensuring responses are accurate, timely and appropriate from a legal and compliance perspective.

  • Utilizes 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 in-coming 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 on 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 to content to ensure it is accurately written and 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, participates in, or acts as the subject matter expert for team projects, or cross functional projects that may be part of a broader initiative.

  • Researches, gathers data, prepares project materials and presents project information.

  • Provides leadership/direction to the team.

  • 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.

  • Performs additional responsibilities as assigned.

  • Business & Technical Skills:

  • 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 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 ability to work independently and as part of a team.

  • 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.

  • 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 problem.

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

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