RFP Writer- Asset Management - Associate/ Sr Associate

Job Description

Do you have a strong interest in understanding the nuances of Asset and Wealth Management space Does the idea of working on marketing & client servicing collaterals—intended towards winning new businesses and defending existing relationships—excites you Do you have the aptitude to analyze financial data, identify complex firm and product information embedded within client questionnaires, and craft responses in a clear and compelling manner Do you embrace change positively and like to operate within a collaborative environment and consistently If the answer to above questions for you is a definite yes, the position of Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) Writer at Acuity might be just right for you. Fund Marketing Services – RFP Practice RFP Services is one of the key practices within the Fund Marketing Services line of business at Acuity where we create necessary specialisms to respond to asset and wealth management RFPs and DDQs. As part of the practice, we also review and analyze content databases in their as-is states and provide recommendations for fully capturing their potential, and support with content restructuring to ensure better tagging, archiving and overall usability. RFP and DDQs are Q&A documents (questionnaires) including standard and non-standard questions asked by prospects/clients to request information and conduct due diligence on an investment manager to ensure their investments are in safe hands.

Position and Expectations

As an RFP/DDQ Writer, you will be part of client-dedicated RFP/DDQ platforms Acuity builds for its asset and wealth management clients. These strategic platforms, developed in close collaboration with our clients, provide capacity augmentation, recommendations and share industry best practices, and overall work as an extension of our client's own team.