About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Position

The APAC Client Operations team has an open position for an RFP Writer based out of the Tokyo office. The RFP Writer will focus on responding to questionnaires from Japanese and APAC clients.

The submission of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated RFP Team within Client Operations is responsible for managing the completion of RFPs (requests for proposal), RFIs (requests for information), 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:

·   Drafting, coordinating, editing, and proofreading questionnaires, working with subject matter experts across the firm, including the client and product management teams

·   Developing an expertise in an assigned suite or suites of investment strategies to effectively craft and enhance RFP responses

·   Partnering with product management to create, edit, and refine product-related responses; 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

·   Maintaining up-to-date translations (English/Japanese)

·   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 7–10 years of relevant RFP/writing 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 clients, prospects, and consultants.

·   Proficiency in Microsoft Word and Excel

·   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

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.