Fixed Income RFP Writer

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

Tracing its roots to the founding of the Wellington Fund in 1928, the original Wellington Management Company was incorporated in 1933. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions.

Wellington Management does not engage in any business other than managing money on behalf of our clients. Our mission is to exceed the investment objectives and service expectations of our clients worldwide, and by doing so, ensure the viability of the firm.

In addition, we seek to be a leader, an innovator, and a symbol of integrity in the investment management business. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise.

Overview

The Global RFP team within Client Operations has an open position for a RFP Writer focused on firm‑level responses in client questionnaires. The Team is responsible for the development of high‑quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables. These deliverables assist in the procurement of new business, meet the complex reporting requirements of current clients and accurately, clearly, and articulately describe the firm and its investment solutions.

The submittal of well‑written questionnaires is a critical step in the sales and client reporting processes.

Responsibilities

• Writing, coordinating, editing, and proofreading firm‑level content and questionnaires, partnering with subject matter experts across the firm
  • This includes, but may not be limited to, developing and maintain original content for new text as well as proposing modifications to current text
• Developing an expertise in the many facets of firm‑level content (e.g., trading, compliance, operational risk, etc.) to effectively craft and enhance responses
• Collaboration with client facing teams and other subject matter experts (SMEs)
• Willingness to absorb overflow questionnaires and other work during peak periods, including, but not limited to, ad hoc requests, customized client reporting work, and data requests

Qualifications

• 3+ years of relevant RFP/writing experience in the investment industry is required
• Excellent investment writing, quantitative, and communication skills with a strong attention to detail
• A positive, collegial attitude and a high level of professionalism are essential
• Individual must be an independent self‑starter and a team player able to work on multiple assignments against strict and competing deadlines
• Familiarity with Loopio will be viewed favorably

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity…