Investment Writer
Core
Create compelling, competitive proposals and tailored content for Russell Investments' Customised Portfolio Solutions (CPS) business group to win B2B wealth and institutional business.
Role type
Investment Writer (Proposal Specialist)
Builds
Custom proposals, RFP responses, and bespoke content for partnership solutions, transition management, and portfolio services.
Domain
Asset Management / Financial Services
Required skills
Proposal writing, content creation, project management, stakeholder interviewing, regulatory compliance, financial market knowledge, English grammar
Preferred skills
Investment Management Certificate, CFA Foundations, asset management industry experience
Technologies
Qvidian
Responsibilities
Independently manage completion of proposals (RFPs, RFIs, DDQs) for EMEA prospects; Create fresh and persuasive proposal content articulating value proposition; Interview and liaise with internal subject matter experts; Coordinate multiple projects of varying complexity.
Seniority
Mid-level, hands-on IC