Senior Investment Information Writer

vor 2 Wochen

Geneva, Schweiz FINDERS SA Vollzeit
Senior Investment Information Writer

Client:

A renowned, global, investment management firm - one of the largest and most trusted worldwide. Due to company growth their Global Client Services Group will be increasing and adding an additional headcount within their Investment Information team for an RFP writer generalist. Our Client's culture is a combination of belief in different points of view, combined with strong core values as well as dynamism and humility. Voted "Great Place to work".

A Client that Finders have worked with for many years, thus able to explain the culture and core values to any successful applicant, putting your application in very good hands.

Position:

For the Europe (and Asia) distribution, as an experienced investment information writer, this is a broad role across all asset classes within the asset management space (covering both the institutional and wholesale sales channels). As a subject matter expert, you will be part of a dynamic busy team across Geneva, London and Asia. Essentially, your role is responsible for creating an accurate presentation of the company's investment strategies.

Responsibilities to include, but not limited to:

  • Gather and develop written content and information to complete responses to requests for information (RFI), due diligence requests (DDQs) and requests for proposals (RFP) - serve as subject matter expert
  • Identify opportunities to improve content for use globally, streamline processes and participate in and lead RFP and departmental projects
  • Use and interpret information and statistical data to best respond to complex requests
  • Partner with less experienced associates to review in-coming requests and requirements, coordinate feedback and input from various departments and provide leadership and direction on various aspects of their written responses
  • Monitor in-coming requests as well as proactive response to requests
  • Problem-solving more complex issues as needed
  • Coordinates and facilitate RFP kick-off calls to review request requirements and understand client needs - fostering relationships internally and externally
  • Partner with Sales teams to formalize strategy on response to complex requests, as well as partnering with internal groups such as Sales/Distribution teams, Accounting, Global Investment Control, and Marketing Communications
  • Keeping abreast of internal product launches and strategy developments
  • Collaborate 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
  • Participate in the training of other associates and identify training needs, as well as recommend enhancements to training plans as needed
  • Collaborate with the team manager to recommend departmental improvements

Profile:

  • Bachelors Degree - Economics, Business, Finance or equivalent
  • Proven RFP production experience - minimum 4 years+
  • "Fluent" in asset classes and able to project manage each RFP assignment and understand the process
  • Strong knowledge of investment strategies and general portfolio statistics and ability to analyze data and information
  • Able to craft proposals with excellent writing skills - either as an RFP writer, sales support, investment editorial profile or equivalent
  • Drive for results, used to working at a fast pace with a high volume of work
  • Able to balance stakeholder needs and requirements
  • A driven, dynamic team player who is also low-key and discrete, with humility
  • Strong attention to detail and organizational skills, able to work independently
  • Fluent/bi-lingual English; French a plus but not a must


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