Job Title:
Client Services Writer
Job Code:
5431CK
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 2 2019
Expires On:
Jan 10 2020
Responsibilities:
Client Services Writer

Excellent opportunity to work for a Boston investment firm as an RFP Writer. Develop high-quality RFP's, RFI's, and other ad-hoc deliverables that assist in developing new business.

Responsibilities:
• Write, coordinate, edit and proofread questionnaires
• Collect, run, and interpret data; need broad investment product knowledge
• Work closely with investment teams, develop content for new products
• Run performance and attribution
• Maintain content in Qvidian
• Be a flexible team member and help with overflow during peak periods
Qualifications:
Qualifications:
• Strong academic background; four year degree required; MBA or CFA or progress towards a plus
• 3-7 years of experience writing RFP's in the investment industry
• Need investment and Product knowledge, especially equity and multi-asset classes
• Be a self-starter and team player; juggle multiple tasks.
• Strong Excel, Word, and PowerPoint
• Positive and collaborative attitude
Required Years of Experience:
3
Additional Info:

Contact: Chris Kennedy
(617) 728-4100
chris@fanning-boston.com
Salary Range:
$70,000-100,000
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