DDQ/RFP Writer

About The Role

The AVP, DDQ/RFP writer will be responsible for helping respond to Requests for Information (RFIs)/Requests for Proposals (RFPs)/Due Diligence Questionnaires (DDQs)/Quarterly questionnaires and respond to other qualitative and data inquiries about the firm and its products. This individual will be responsible for coordinating the responses to these requests, in close collaboration with the Portfolio Management teams, Product team, Legal & Compliance, Sales, Capital Markets and other key stakeholders necessary to complete these requests. This individual will also be responsible for the maintenance and centralization of key frequently asked questions and foundational information needed to successfully respond to requests and will help further streamline the process opportunistically.

Key Responsibilities

• Managing RFP/RFI/DDQ/Client questionnaires

• Crafting targeted and compelling responses to RFPs, RFIs, DDQs, client questionnaires

• Cooking up and responding to follow-up diligence questions

• Confirming source-data accuracy and appropriate application in responses

• Enhancing messaging to highlight competitive advantages

• Cooking up and responding to follow-up diligence questions

• Coordinating with internal stakeholders (portfolio teams, product teams, compliance, and other key stakeholders): Gather information and tailor responses

• Ensuring timely delivery of proposals

• Project-managing document completion

• Maintaining updated content in our RFP database

• Building knowledge of Global X’s products and business

Skills & Experience

• 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

Compensation & Benefits

• Competitive base salary with annual performance-based bonus

• Comprehensive medical, dental, and vision insurance

• 401(k) retirement plan with company matching

• Generous paid time off and company holidays

• Professional development and continuing education opportunities

• Hybrid work flexibility

• Life and disability insurance

• Wellness programs and employee assistance program (EAP)

About Global X

Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and $78.1 billion in assets under management. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core and other funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com. Global X is a member of Mirae Asset Financial Group (“Mirae Asset”), a global leader in financial services, with $803 billion in assets under management worldwide. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.