Client Service Writer - Investments

Company: KBW Financial Staffing & Recruiting
Location: Boston
Posted on: May 3, 2025

Job Description:

Top Investment Firm here in Boston has a need for a Client Service Writer who will be part of the Client Investment Services and Investment Technology team responsible for (RFP's/RFI's). This skill set is a critical step in the institutional sales and client reporting processes. You will be responsible for the development of high-quality Requests for Proposals, Requests for Information, Due Diligence Questionnaires, and other ad hoc questionnaires/deliverables.Responsibilities:

• Writing, coordinating, editing, and proofreading fixed income, equity and/or multi-asset questionnaires, working with subject matter experts across the firm.
• Using Excel-based internal applications to run reports and data.
• Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses.
• Partnering with Investment Products & Fund Strategies to create, edit, and refine product-related questionnaires content; this includes, but may not be limited to, developing original content for new product text as well as proposing modifications to current product text.Qualifications:
• Strong academic credentials and 8 plus years of relevant RFP/writing experience in the investment industry.
• Demonstrated high level of capital markets/investment/product knowledge, in either fixed income or equity asset classes.
• An MBA or CFA, or progress toward these qualifications, is a plus.
• Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail.
• The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel.Additional Information:Hourly Rate - Up to $1 per hourHybrid
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