About the Role
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over USD 1 trillion in assets under management as of 30 June 2023, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
Client Investment Services APAC within the Investech APAC Group has an open position for a Writer based out of the Tokyo office supporting the Questionnaires Team. The Writer will report to the Manager, Questionnaires team and will be primarily focused on responding to the questionnaires coming out of Japan and Asia ex Japan clients.
The submittal of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaire Team within Client Investment Services APAC is responsible for the development of RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), Requests for Consultants 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.
Responsibilities
Responsibilities for this role include, but are not limited to:
· Writing, coordinating, editing, and proofreading questionnaires, working with subject matter experts across the firm, including cross-team collaboration working with the client-facing teams (Client Group) and product reporting teams.
· 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)
· Maintaining up-to-date translation in Wordbee (internal translation application)
· Peer reviewing questionnaires and other deliverables completed by the team as needed to ensure response accuracy, data reasonability, etc.
· Willingness to absorb overflow questionnaires and other work during peak periods
Qualifications
The ideal candidate will possess the following qualifications:
· Strong academic credentials and 1 – 3 years of relevant RFP/writing (e.g., Marketing) experience in the investment industry
· Candidates should demonstrate a high level of capital markets/investment/product knowledge. An MBA or CFA, or progress toward these qualifications, is a plus
· Excellent investment writing, quantitative, and communication skills both in English and Japanese, as well as strong attention to detail
· 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
· Proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably.
· A positive, collegial attitude and a high level of professionalism are essential.
· Working well under pressure of strict deadlines and have the ability to multi-task, problem solve, and quickly adapt to evolving processes.
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