Job Description
About the Role
The AVP, DDQ/RFP writer will be responsible for helping respond to Requests for Information (RFIs)/Requests for Proposals (RFPs)/Due Diligence Questionnaires (DDQs)/Quarterly questionnaires and respond to other qualitative and data inquiries about the firm and its products. This individual will be responsible for coordinating the responses to these requests, in close collaboration with the Portfolio Management teams, Product team, Legal & Compliance, Sales, Capital Markets and other key stakeholders necessary to complete these requests. This individual will also be responsible for the maintenance and centralization of key frequently asked questions and foundational information needed to successfully respond to requests and will help further streamline the process opportunistically. This is an exciting opportunity to contribute to the rapid growth of the firm and support its ambitious sales strategy.
Key Responsibilities
Managing RFP/RFI/DDQ/Client questionnaires
Crafting targeted and compelling responses to RFPs, RFIs, DDQs, client questionnaires
Coordinating and responding to follow-up diligence questions
Confirming source-data accuracy and appropriate application in responses
Enhancing messaging to highlight competitive advantages
Coordinating with internal stakeholders (portfolio teams, product teams, compliance, and other key stakeholders):
Gather information and tailor responses
Ensure timely delivery of proposals
Project-manage document completion
Maintaining updated content in our RFP database
Building knowledge of Global X’s products and business
Skills & Experience
5+ years experience completing formal proposals in financial services industry
5+ years experience working at an investment, asset management, or financial services firm
Proposal writing experience within the investment management industry
Excellent writing, verbal, and editing skills
Advanced knowledge of Microsoft office suite, using styles and formatting in Word, as well as Excel
Outstanding project management, relationship management, and organizational skills
Global X does not accept unsolicited resumes or candidate profiles from recruitment agencies, search firms, or third-party recruiters.
Compensation & Benefits
Global X offers a competitive total compensation package, including base salary, annual performance bonus, and a comprehensive benefits program:
Competitive base salary with annual performance-based bonus
Comprehensive medical, dental, and vision insurance
401(k) retirement plan with company matching
Generous paid time off and company holidays
Professional development and continuing education opportunities
Hybrid work flexibility
Life and disability insurance
Wellness programs and employee assistance program (EAP)
About Global X
Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78.1 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more atwww.globalxetfs.com.
Global X is a member of Mirae Asset Financial Group (“Mirae Asset”), a global leader in financial services, with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.