DDQ/RFP Writer

Global X ETFs

DDQ/RFP Writer at Global X responsible for managing RFPs, RFIs, and DDQs. Collaborating with key stakeholders to enhance proposal efficiency and accuracy while showcasing the firm's offerings.

Posted 6/17/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $130,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

proposal writingRFP managementRFI managementDDQ managementdocument completiondata accuracycontent management

Soft Skills

writing skillsverbal communicationediting skillsproject managementrelationship managementorganizational skills

Tools & Technologies

Microsoft Office SuiteWordExcelRFP database

Industry Keywords

financial servicesinvestment managementasset management

About the role

Key responsibilities & impact

Managing RFP/RFI/DDQ/Client questionnaires
Crafting targeted and compelling responses to RFPs, RFIs, DDQs, client questionnaires
Coordinating and responding to follow-up diligence questions
Confirming source-data accuracy and appropriate application in responses
Enhancing messaging to highlight competitive advantages
Coordinating with internal stakeholders (portfolio teams, product teams, compliance, and other key stakeholders):
Gather information and tailor responses
Ensure timely delivery of proposals
Project-manage document completion
Maintaining updated content in our RFP database
Building knowledge of Global X’s products and business

Requirements

What you’ll need

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

Benefits

Comp & perks

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)