Rfp Writer

Description:

The Global RFP Team is seeking an RFP Writer to support the completion of prospect proposals, client questionnaires, and other strategic client deliverables. The team is responsible for producing high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires) that support both business development and client servicing efforts.

Through close partnership with product teams, client-facing teams, and subject matter experts across the firm, the RFP Writer plays a critical role in articulating Wellington's investment capabilities to clients and prospects. These deliverables help win new business, meet the complex reporting and due diligence requirements of existing clients, and ensure the firm's investment solutions are represented accurately, clearly, and consistently. The delivery of thoughtful, well-crafted questionnaires is a key component of both the sales process and ongoing client relationship management.

Responsibilities

Writing, coordinating, editing, and proofreading RFPs and RFIs, partnering with subject matter experts, product teams, and client-facing teams across the firm. This includes, but is not limited to:
 

• Developing and maintaining content in our content management tool, Loopio, as well as proposing enhancements to existing responses
• Leveraging firm tools and AI to draft and deliver high-quality questionnaire responses
• Supporting the development, maintenance, and governance of content used across RFPs, RFIs, and other client-facing materials
• Support the completion of quantitative aspects of RFPs and RFIs by retrieving, validating, and organizing data from a variety of internal sources using Excel and other firm tools.
• Building deep cross-functional relationships across the firm, gaining exposure to investment products, client servicing, sales, and content strategy. Build strong foundation for career growth, given the breadth of partnerships and visibility gained through supporting global client and business development initiatives.
  
   

Qualifications
 

• 1-2+ years of relevant investment industry experience is preferred
• Strong writing and communication skills with high attention to detail
• Strong quantitative and technical skills, with the ability to leverage Excel, Python, and other analytical tools to support deliverables and efficiency gains
• 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
• Experience with content management third party software such as Loopio, Responsive, Rocket Docs, etc. is a plus