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About the Role
We are seeking a self-starter with previous experience as an RFP Investment Writer or in a commercial role, possessing a passion for content writing and a strong work ethic. A good working knowledge of financial markets and the investment services industry is highly desirable. This role involves close collaboration with go-to-market leaders to create compelling proposals, requiring the ability to develop specialist, targeted content independently. The Investment Writer will manage all aspects of the proposal process, often under tight deadlines, including drafting, editing, data gathering, and cross-functional collaboration. The position requires managing multiple complex projects for Russell Investments’ Customised Portfolio Solutions (CPS) business group and interacting professionally with staff at all levels.
Responsibilities
- Independently manage the completion of proposals (including custom proposals, RFPs, RFIs, DDQs and surveys) for prospects and clients within the EMEA region.
- Work in close collaboration with sales and client service teams and counterparts in other regions.
- Create fresh and persuasive proposal content that articulates Russell Investments’ value proposition and competitive advantage.
- Build knowledge across Russell Investments’ products and services, particularly Customised Portfolio Solutions.
- Leverage standard answers from our global database Qvidian and then tailor for bespoke mandates, identifying where new content is required.
- Interview and liaise with internal subject knowledge experts (investment professionals, product specialists, finance, compliance, risk, legal, marketing, etc.) in support of the above.
- Re-write/edit responses received from the various stakeholders when needed.
- Coordinate multiple projects.
- Display exemplary conduct and live by our organisations Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance.
Requirements
- BSc/BA English, Maths / Economics, Marketing or equivalent experience.
- Experience as an investment/RFP writer within asset management or in a commercial role within the financial services industry essential.
- An understanding of the asset management and UK Pension Fund industry.
- Investment Management Certificate or CFA Foundations course.
- Knowledge of financial concepts and investments.
- Strong attention to detail and exceptional organisational skills are a must.
- Strong written English and application of English grammar.
Skills
- Content writing
- Proposal writing
- Financial markets knowledge
- Investment services industry knowledge
- Project management
- Data gathering
- Editing
- Relationship management
- Communication
Location
- EMEA region
Work Type
- Full-time
Experience Level
- Previous experience as an RFP Investment Writer or in a commercial role
- Extensive demonstrable skills and experiences
Education Level
- BSc/BA English, Maths / Economics, Marketing or equivalent experience
- Investment Management Certificate or CFA Foundations course
About the Company
- Russell Investments’ Customised Portfolio Solutions (CPS) business group provides tailored investment services to help clients manage their portfolios more effectively.
- CPS includes partnership solutions – a key growth area for our business – targeting B2B wealth relationships and large institutional clients.
- Further CPS capabilities include transition management, currency management, trading & execution, overlay services, completion portfolios, platform services and enhanced portfolio implementation.