Massachusetts Veterans Jobs

Client Service Writer

Employment Type: Contract/Temp

Date Posted: 1/21/2025

Location: Boston, MA

Pay Range: Negotiable

Job Number: JO-2501-2588

Primary Function

Client Investment Services within the InvesTech Group has an open position for a writer on the Questionnaires Team, covering product and firm content.

The submittal of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team within Client Investment Services 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 that 1) assist in the procurement of new business; 2) meet the complex reporting requirements of current clients; and 3) accurately, clearly, and articulately describe the firm and its investment solutions.

Duties & Responsibilities

• RESPONSIBILITIES

• • Writing, coordinating, editing, and proofreading fixed income, equity and/or multi-asset questionnaires, working with subject matter experts across the firm

• • Using Excel-based internal applications to run reports and data

• • Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses

• • Partnering with Investment Products & Fund Strategies to create, edit, and refine product-related questionnaires content; this includes, but may not be limited to, developing original content for new product text as well as proposing modifications to current product text

• • Maintaining up-to-date product content in Qvidian (internal content library)

• • 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

• Hybrid on-site Boston three days per week

Skills & Qualifications

• The ideal candidate will possess the following qualifications:

• • Strong academic credentials and 8 plus years of relevant RFP/writing experience in the investment industry

• • Candidates should demonstrate a high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes. An MBA or CFA, or progress toward these qualifications, is a plus

• • Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail

• • The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably

• • The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients

• • Willingness to learn and take on additional responsibilities over time, as appropriate

• • A positive, collegial attitude and a high level of professionalism are essential

Education & Experience

• The ideal candidate will possess the following qualifications:

• • Strong academic credentials and 3 – 5 years of relevant RFP/writing experience in the investment industry

• • Candidates should demonstrate a high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes. An MBA or CFA, or progress toward these qualifications, is a plus

• • Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail

• • The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably

• • The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients

• • Willingness to learn and take on additional responsibilities over time, as appropriate

• • A positive, collegial attitude and a high level of professionalism are essential

To Apply

Use the link at the bottom of this page to apply. Make sure you are using the latest version of your browser.

Diversity Inclusion & Customer Service Statement

TeamPeople, a division of System One, is an organization dedicated to providing superior customer service. Outstanding customer service encompasses everything from performing the technical, creative and operational aspects of our jobs to the best of our ability, to going the extra mile to assist our customers and colleagues in any way. TeamPeople not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

We respect, value and celebrate the unique attributes, characteristics and perspectives that make each person who they are. We also believe that bringing diverse individuals together allows us to collectively and more effectively address the issues that face our customers. It is our aim, therefore, that our partners, strategies and investments reflect these core values. TeamPeople is dedicated to providing superior customer service and is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

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