Investment Writer

eTeam; Boston (MA); Hybrid; USD 75,000 - 95,000; Full time

Job summary

eTeam is looking for an Investment Writer to join the Business Development Services team in Boston, MA. This role entails managing and completing RFPs while collaborating closely with investment teams to create value propositions. The ideal candidate will have at least two years of RFP writing experience within the asset management sector, strong writing and analytical skills, and the ability to work in a fast-paced team environment. The position is hybrid, requiring on-site work four times a week.

Qualifications

• Minimum of two years RFP writing experience in the asset management industry.
• Strong writing, editing, and proofreading abilities.
• Excellent verbal and communication skills.

Responsibilities

• Complete RFPs/RFIs/DDQs utilizing best practices.
• Specialize in asset class/strategies.
• Maintain RFP database for accuracy.

Skills

RFP writing experience

Writing, editing and proofreading skills

Detail-oriented

Relationship Building

Project management

Analytical skills

Verbal and written communication

Tools

Loopio

Job description

Overview

Job Title: Investment Writer

Location: Boston MA (Hybrid)

Duration: 06 Months

Hybrid role on-site 4x a week

Job Title: Investment Writer

Location: Boston MA (Hybrid)

Duration: 06 Months

Hybrid role on-site 4x a week

• Can sit in Boston or NYC (1585 Broadway), hybrid role
• Interviews will be Zoom or in-person depending on location

RFP Writer-Proposal Strategist

MSIM Marketing

Investment Management

Investment Management (MSIM), with *** trillion in assets under management as of September 230, 2024, is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. With over four decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. MSIM offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of MSIM.

Position Description

We are looking for a career-minded RFP Writer with a global perspective to join our Business Development Services (BDS) team. BDS supports MSIM’s investment teams, consultant relations, institutional and intermediary new business acquisition efforts. Proposal Strategists are responsible for the project management and completions of RFPs, RFIs and DDQs; collaborating with investment teams, sales and various stakeholders throughout the business to manage their execution. This includes creating compelling strategic value propositions, writing new content, and editing existing responses to tailor them for individual prospects. RFP Writers are responsible for maintaining stock language in our database (Loopio). Members work in a fast-paced collaborative team environment.

The successful candidate has experience in or knowledge of the investment management industry. Experience with RFP writing and sophisticated investment industry knowledge is desired.

Responsibilities

• Completion of RFPs/RFIs/DDQs utilizing best practice
• Specialize in an asset class/strategies
• Maintenance of the strategy section of RFP database (Loopio), as assigned, to ensure all information is refreshed regularly
• Contribution towards on-going efficiency and quality improvement
• Perform related duties as assigned

Key skills and experience

• Essential:
• A minimum of two years RFP writing experience within the asset management industry
• Superior writing, editing and proofreading skills
• Ability to focus on small details while maintaining larger picture
• Ability to think and write from a prospect’s perspective
• Ability to build strong, trusted relationships with sales, investment professionals and SMEs
• Ability to work independently but also function as a key contributor in a collaborative team
• Ability to manage multiple tasks simultaneously, effectively project manage and deliver outstanding work products under tight deadlines
• Strong organisational and analytical skills
• Excellent verbal and written communication and interpersonal skills

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