||The Client Services Writer within our company will be responsible for questionnaires and for product reporting produced out of our Tokyo office. Specifically, the analyst will be responsible for...
1) responding to Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs)
2)assisting with product-related marketing and client materials as needed.
The Questionnaires Team broadly will be expected to develop expertise in the approaches they cover and are expected to understand the portfolio’s outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Investment Products & Strategies and serve as internal subject matter expert to CSG and GRG broadly.
■Write, translate, coordinate, edit, and proofread questionnaires, working with subject matter experts across the firm.
■Work with Investment Products & Strategies to create, edit, and refine product-related questionnaires
The ideal candidate will possess the following qualifications:
■Strong academic credentials and 3 - 5 years of professional experience in either investment management or marketing communications.
■Excellent investment writing, translation, 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.
■The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel. Familiarity with Qvidian’s RFP tools will be viewed favorably.
■A positive, collegial attitude and a high level of professionalism are essential.
■An MBA or CFA/CMA, or progress toward these qualifications is a plus.