DDQ/RFP Writer
$120,000–$130,000 year
Remote · New York City, New York, United States
Job Summary
DDQ/RFP Writer collaborates with Portfolio Management, Product, Legal & Compliance, Sales, Capital Markets and other stakeholders to craft targeted responses to RFIs/RFPs/DDQs and client questionnaires. Responsibilities include coordinating responses, ensuring data accuracy, enhancing messaging to highlight competitive advantages, managing follow-up diligence questions, maintaining and updating the RFP database, and project-managing document completion while building knowledge of Global X’s products and business. The role supports the firm’s sales strategy through timely, high-quality proposals and centralized content.
Required Qualifications
- 5+ years experience completing formal proposals in financial services industry
- 5+ years experience working at an investment, asset management, or financial services firm
- Proposal writing experience within the investment management industry
- Excellent writing, verbal, and editing skills
- Advanced knowledge of Microsoft office suite, using styles and formatting in Word, as well as Excel
- Outstanding project management, relationship management, and organizational skills
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