Investment Writer (RFP Proposals) jobs in United States
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Russell Investments · 3 weeks ago

Investment Writer (RFP Proposals)

Russell Investments is a globally recognized asset manager, seeking a driven RFP writer with a strong understanding of the investment management industry. The role involves leading proposal development, collaborating with sales and client service teams, and managing the proposal process to create competitive proposals.

Financial Services
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

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
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

Qualification

Investment writingProposal developmentProject managementMicrosoft OfficeAdobe AcrobatResearch skillsVerbal communicationWritten communicationAttention to detailCollaboration

Required

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

Benefits

Annual performance bonus
Participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs

Company

Russell Investments

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Russell Investment Group a global leader in multi-manager investment services, provides investment products

Funding

Current Stage
Late Stage
Total Funding
$1.23B
Key Investors
Apollo
2026-01-06Debt Financing· $1.23B
2015-10-08Acquired

Leadership Team

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Zach Buchwald
Chairman and Chief Executive Officer
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Company data provided by crunchbase