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About the Role

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 assist in the procurement of new business, meet the complex reporting requirements of current clients, and accurately, clearly, and articulately describe the firm and its investment solutions.

Responsibilities

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

Requirements

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.
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

Skills

Excellent investment writing, quantitative, and communication skills both in English and Japanese
Strong attention to detail

Location

Tokyo

Work Type

Hybrid

Experience Level

7-10 years

Education Level

MBA or CFA, or progress toward these qualifications, is a plus

About the Company

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 50 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.
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms.
We serve as a trusted adviser to clients in over 60 countries.
Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

Equal Opportunity

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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.
As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.