Fixed Income - RFP Writer

ob Description

The Client Group at a leading global investment management firm has a presence in the Americas, Europe, Asia, and Australia, and is composed of five main areas:

• Sales & Client Services: Works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth.

• Business Development: Serves as a conduit to the firm’s investment teams and supports clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education.

• Product Strategy & Development: Designs, develops, and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities.

• Marketing: Promotes the firm and its services by creating, packaging, and distributing content and messaging to engage diverse audiences through digital platforms, strategic campaigns, and events.

• Business Transformation: Looks to evolve and scale the business, leveraging digital tools and data to drive top-line growth and improve profitability.

What You’ll Do

The Request for Proposal (RFP) team is in search of an RFP Writer to contribute to business development and client service through the completion of RFPs, RFIs, as well as due diligence requests for Fixed Income Strategies. The Writer will specialize in writing RFPs for Fixed Income Strategies in a timely and accurate manner, while also contributing to other projects and requests as needed.

The Writer will be expected to work effectively with Senior RFP Writers, Management, Product Managers, Portfolio Managers, and Sales Teams to write and maintain original and technical product-specific content to support the Fixed Income platform, customizing content for specific sales situations as needed.

This position provides an opportunity to develop knowledge across the entire new business development process: from initial screening and project management to content creation, updating RFP language, and tracking outcomes. The candidate will handle a high volume of requests simultaneously and productively, primarily related to new business opportunities and client servicing (including Onboarding Questionnaires and client Due Diligence Questionnaires).

Specific Responsibilities:

• Write a high volume of RFPs for Fixed Income strategies and support other asset classes as needed.

• Liaise with various departments across the firm to collect required information, including portfolio management, product management/marketing, legal, operations, AUM reporting, and performance teams.

• Create and maintain RFP language and content for assigned strategies, including investment process, research process, team information, and competitive advantages.

• Maintain consistent product messaging and updated product language in the RFP database.

• Collaborate directly with Product Managers, Portfolio Managers, Research Analysts, Traders, and others to update existing RFP language and develop new content.

• Customize final documents to reflect a nuanced and targeted response to specific sales opportunities.

• Handle follow-up work associated with RFPs moving to the next phase (coordinating answers, additional information, etc.).

• Oversee production of final proposals (formatting, technical editing, and reproduction).

• Coordinate multiple projects simultaneously to meet strict deadlines.

• Field ad-hoc questions from the Client Response Center Team daily, as needed.

What We’re Looking For

• Knowledge of the broader fixed income market and the asset management industry.

• Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure complex projects are completed by deadline.

• Strong verbal, written communication, and interpersonal skills, with the ability to work independently and as part of a team in a large global organization.

• Demonstrated desire and ability to learn technical information, including philosophy, research, and investment processes.

• Demonstrated initiative, good judgment, and the ability to work well under pressure and with time constraints.

• Interest in and ability to interact directly and effectively with Sales Advisors, Portfolio Managers, and other investment professionals.

• Proficiency in Microsoft Office (especially Word) and the ability to quickly master internal systems and applications.

• Experience: 5–8 years of RFP and industry experience required. Direct experience with Fixed Income RFP content is required.

• Education: CFA Level I cleared & MBA Finance.

About the Firm

We are a premier global asset management institution offering high-quality research and diversified investment services to institutional, retail, and private-wealth clients across major global markets. Operating with thousands of employees across dozens of international locations, our ambition is simple: to be the most trusted investment firm in the world. We realize that our people give us a competitive advantage, and our goal is to foster an inclusive, collaborative culture that rewards hard work and intellectual curiosity.

Location: Pune, India