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AO/RFP Writer - Fixed Income

AllianceBernstein -
Pune, Maharashtra

Apply Now

Job details

Full-time

Qualifications

Microsoft Word
Microsoft Office
Finance
Master's degree
Business development
Project management
Organizational skills
MBA
Chartered Financial Analyst
Communication skills

Full job description

AllianceBernstein’s Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:

Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth
Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities
Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events
Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability

What You’ll Do:

AllianceBernstein’s Request for Proposal (RFP) team is in search of a RFP writer to contribute to business development and client service efforts through the completion of RFPs, RFIs, as well as some due diligence requests for AllianceBernstein’s Fixed Income Strategies. The Writer will specialize in writing RFPs for our Fixed Income Institutional Strategies and onshore and offshore Retail Funds in a timely and accurate manner, while also contributing, where needed, to the completion of other projects and requests. The Writer will be expected to be able to work effectively with the firm’s Senior RFP Writers and Management Team, Fixed Income Product Managers and Portfolio Managers, as well as our Sales Teams, to write and maintain (keep updated) original and technical product-specific content to support our Fixed Income platform, and, importantly, to be able to effectively customize that content for specific sales situations as needed.

This position will provide an opportunity to develop knowledge in the entire new business development process: from the initial screening of an RFP, to the organization and project management of an RFP, to the actual content creation and updating of RFP language and then, finally, to the follow-up and tracking of our RFPs. The candidate will be expected to handle a high volume of requests simultaneously and productively. Projects will be primarily related to new business opportunities, as well as some client servicing-related including Onboarding Questionnaires and client Due Diligence Questionnaires.

Specific responsibilities include, but are not limited to:

Write a high volume of RFPs for Fixed Income strategies across our global institutional and retail channels, and support other asset classes as needed.
Liaise with various departments throughout the firm to collect information needed to respond to requests, including but not limited to portfolio management, product management/marketing, legal, operations, AUM reporting and performance.
Create and maintain RFP language and content for assigned strategies of coverage, including investment process, research process, team information, and competitive advantages.
Maintain consistent product messaging and updated product language in our RFP database.
Collaborate directly with Product Managers, Portfolio Managers, Research Analysts, Traders, and others to update existing RFP language and develop new language.
Customize final documents to reflect a nuanced and targeted response to the specific sales opportunity.
Handle follow-up work associated with RFPs moving to the next phase: coordinating answers, additional information, etc.
Oversee production of final proposals (formatting, technical editing and reproduction).
Coordinate multiple projects simultaneously to meet strict deadlines.
Field ad-hoc questions from our Client Response Center Team daily, as needed.

What We’re Looking For:

The ideal candidate should have:

Knowledge of the broader fixed income market and the asset management industry.
Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated.
Strong verbal and written communication and interpersonal skills as well as the ability to work independently and as part of a team in a large global organization.
Demonstrated desire and ability to learn technical info, including philosophy, research and investment processes of our products.
Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints.
Interest in and ability to interact directly and effectively with Sales Advisors, Portfolio Managers and other investment professionals.
Proficient in Microsoft Office, especially Word, and possess the ability to quickly master internal systems and applications.
Experience: 5-8 years of RFP and industry experience required. Direct experience with Fixed Income RFP content is required.
Education: CFA Level II & MBA Finance

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Location: Pune, India

Pune, India

Apply Now

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