Investment Information Writer Senior
Primary responsibilities :
- Prepares and reviews responses to requests for information. Independently coordinates and responds to complex RFIs, DDQs and RFP’s.
- Independently creates and develops written content to describe our investment philosophy and process across CG strategies and accountable for ensuring responses are accurate, timely and appropriate from a legal and compliance perspective.
- Utilizes our internal databases of approved information and language (PMAPS) and coordinates closely with the team’s global content manager to enhance and ensure optimal information for use across RFIs, DDQs and RFPs.
- Monitors in-coming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed.
Builds and fosters relationships internally to ensure consistent external responses and messaging.
- Coordinates and facilitates RFP kick-off calls to review request requirements and understand client needs.
- Partners with Sales teams to formalize strategy on response to complex requests.
- Partners with internal groups such as Sales / Distribution teams, Accounting, Global Investment Control, and Marketing Communications / Investment Writers to gather information for responses and accurately reflect processes and information requests.
- Works with Legal and Compliance to maintain business standards and compliance related requirements.
Keeps abreast of internal product launches and strategy developments.
- Assesses impact to content to ensure it is accurately written and information is consistently represented.
- Collaborates with project teams, investment specialists and other internal associates on new product initiatives and ad-hoc inquiries to develop content for use in RFIs and RFPs.
Interprets information and statistical data.
- Gathers complex statistical data and information relating to investment strategies from databases and internal systems.
- Interprets investment related information / statistics, analyzing data and trends that impact responses and works to improve responses as a result.
- Utilizes experience and knowledge to determine and validate how to best respond to complex client requests based on questions asked and available data compiled from approved internal sources and shares with team members.
Leads and / or participate in team projects.
- Researches, gathers data, prepares project materials and presents project information.
- Provides direction and feedback to other associates and assists them in completing their assignments. May review RFIs / RFPs for others on the team, as needed.
- Serves as a positive role model and mentor for other associates.
- Serves as the subject matter expert to the business for RFI / RFP / DDQ related information.
- Participates in the training of other associates and identifies training needs. Recommends enhancements to training plans.
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