Investment Writer (Proposal Writer)

Business Unit:

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Global Distribution Operations

Salary Range:

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$78,000 USD - $100,000 USD

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.

Job Description:

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This is an exciting opportunity for a driven, commercially savvy, RFP writer with a strong understanding of the investment management industry to join a globally recognized asset manager. The successful candidate will work closely with the sales and client service teams to create compelling and competitive proposals and win business.

The RFP Writer will be accountable for leading all aspects of the proposal process from start to final copy, often under very tight deadlines. Responsibilities include interviewing subject matter experts, writing/editing answers, assigning tasks, gathering data from multiple sources (not all centralized), and working closely with a variety of teams. This position requires the ability to navigate complex workflows, engaging effectively and professionally with stakeholders at all levels across key business units including sales, strategy, investment division, client service, product, compliance, legal, risk, operations, finance, IT, and HR.

The responsibilities of the individual in this position include:

Proposal project management:

• Working alongside the sales lead, serving as project manager and leader writer for multiple concurrent RFPs, including overseeing the proposal process from start to finish.
• Completing high-quality materials (including custom proposals, RFPs, RFIs, DDQs and surveys) for prospects and clients.
• Ensuring project deadlines are effectively prioritized and all internal and external deadlines are met.
• Customizing standard answers from our global Qvidian database and writing fresh and persuasive content for new questions that articulate Russell Investments’ value proposition and competitive advantage.
• Editing responses received from various stakeholders.
• Effectively applying knowledge of Russell Investments’ products and services to ensure high quality RFP output.
• Regularly review and enhance content to improve response quality and consistency.
• Ensuring Qvidian database content is current.
• Supporting initiatives of the RFP Team, including improving processes and content.

Relationship management:

• Working in close collaboration with sales and client service teams and counterparts in other regions.
• Interviewing and liaising with internal subject matter experts in various departments such as investments, product, finance, compliance, risk, legal, marketing, etc.
• Managing competing interests and multiple, concurrent projects.

The successful candidate will have extensive demonstrable skills and experiences including the following:

• Bachelor’s Degree in Journalism, English, Communications, Business Administration, Public Relations, Marketing preferred
• 2-6 years experience as an investment/RFP writer or in a commercial role within the financial services industry is essential.
• Comprehension of investment concepts and asset classes.
• Strong project management skills and attention to detail while meeting tight deadlines.
• Excellent verbal and written communication skills with strong grammar skills.
• Able to gather data points from disparate sources.
• Able to work collaboratively across departments, using a variety of approaches to gain cooperation, overcome barriers, or gain agreement for proposals and ideas.
• Able to take ownership for ensuring outcomes are achieved, even when this is outside of direct responsibility.
• Have strong research skills using a variety of electronic systems and tools, both proprietary and third-party.
• Proficiency in Microsoft Office applications and Adobe Acrobat. Knowledge of Qvidian database is a plus.
• Dedication to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations and embracing intellectual curiosity and rigor.

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Equal Employment Opportunity

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Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.