モルガン・スタンレー・インベストメント・マネジメント

モルガン・スタンレー・インベストメント・マネジメント（MSIM）は、2025年3月31日現在、1.6兆ドルの資産運用残高を有するグローバルな資産運用会社です。企業、年金基金、仲介業者、政府系ファンド、中央銀行、財団、政府、コンサルタントパートナーなど、世界中の多様な投資家および機関投資家に対し、投資およびリスク管理のソリューションを提供しています。資産運用における40年以上の実績を背景に、MSIMが提供する投資戦略は、地域、投資スタイル、資産クラス（株式、債券、オルタナティブ、等）を幅広くカバーし、様々なリスク／リターンをバランスを追求しています。MSIMは、顧客にカスタマイズされたサービス、業界屈指のプロフェッショナルの知見と創造性、およびモルガン・スタンレーのグローバルなリソースへのアクセスを提供しています。

職務内容

グローバルな視点を持つ意欲的なRFPライターを募集します。BDSチームは、MSIMの運用チーム、コンサルタント・チーム、機関投資家営業部および投資信託営業部を支援しています。

• グローバルBDSチームのストラテジー担当者は、RFP、RFI、DDQのプロジェクト管理と作成を担当し、運用チーム、営業、および社内のさまざまな関係者と連携します。これには、説得力のある提案書の作成、新規内容のライティング、既存の回答の編集、個々の見込み客に合わせた調整が含まれます。RFPライターは、データベース（Loopio）の標準文言の管理も担当します。メンバーは、チームで協力し合いながら、変化の速い環境で業務を行います。

• さらに、東京BDSチームは、日本の顧客からのあらゆる種類の要請に対応するため、幅広い資産クラスと戦略を担当します。回答文書を作成する際には、海外のBDSストラテジストや運用チームと協力して英語で情報を収集し、日本語で回答文書を完成させます。そのため、日本語スキルに加え、英語スキルも必要です。

応募者は、投資運用業界での経験または知識を有しており、RFP作成の経験や、高度な資産運用業界の知識があることが望ましいです。

具体的な職務内容

• グローバルのプロセス＆プロシージャ―に則ったRFP/RFI/DDQ の作成

• 幅広い資産クラス/戦略をカバー

• RFP データベース（Loopio）の日本語回答のメンテナンス、および情報の定期的な更新

• 継続的な効率性および品質の向上に意欲的に取り組む

望ましいスキルと経験

• 金融サービス業界（資産運用業界が望ましい）における 2 年以上の RFP 作成経験

• 優れた文章力、編集力、校正力

• 全体像を把握しながら細部にまで注意を払える能力

• 顧客の視点に立って考え、文章を書く能力

• 営業、運用プロフェッショナル、関係者と強固で信頼関係のある人間関係を構築する能力

• 自主的に業務を推進できるだけでなく、チームの一員として重要な役割を果たす能力

• 複数のタスクを同時に管理し、効果的にプロジェクトを管理し、厳しい納期内に優れた成果物を納品できる能力。

• 優れた組織力と分析力

• 優れた口頭および書面でのコミュニケーション能力と人間関係構築能力

• 日本語が母国語であり、英語が流暢

• RFP管理システム「Loopio」の使用経験がある方が望ましい。

Morgan Stanley Investment Management

Morgan Stanley Investment Management (MSIM), with $1.6 trillion in assets under management as of March 31, 2025, is a client-centric organization dedicated to providing investment and risk-management solutions to a wide range of investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. With over four decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. MSIM offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry, and access to the global resources of Morgan Stanley.

Position Description

We are looking for a career-minded RFP Writer with a global perspective to join our Business Development Services (BDS) team. BDS supports MSIM’s investment teams, consultant relations, institutional and intermediary new business acquisition efforts.

· Global BDS Team’s Proposal Strategists are responsible for the project management and completions of RFPs, RFIs and DDQs; collaborating with investment teams, sales and various stakeholders throughout the business to manage their execution. This includes creating compelling strategic value propositions, writing new content, and editing existing responses to tailor them for individual prospects. RFP Writers are responsible for maintaining stock language in our database (Loopio). Members work in a fast-paced collaborative team environment.

· In addition, Tokyo BDS Team handles a broad range of asset classes and strategies in order to respond to all types of requests from Japanese clients. When preparing response documents, the team collaborates with overseas BDS strategists and investment teams to gather information in English, and then finalize the response documents in Japanese. Therefore, English language skills are required in addition to Japanese language skills.

The successful candidate has experience in or knowledge of the investment management industry. Experience with RFP writing, and sophisticated investment industry knowledge is desired.

Responsibilities

· Completion of RFPs/RFIs/DDQs utilizing best practice

· Cover a broad range of asset classes/strategies.

· Maintenance of the Japanese response of RFP database (Loopio) to ensure all information is refreshed regularly

· Contribution towards on-going efficiency and quality improvement

· Perform related duties as assigned.

Key skills and experience

· A minimum of two years RFP writing experience within the asset management industry

· Superior writing, editing and proofreading skills.

· Ability to focus on small details while maintaining larger picture.

· Ability to think and write from a prospect’s perspective.

· Ability to build strong, trusted relationships with sales, investment professionals and SMEs

· Ability to work independently but also function as a key contributor in a collaborative team.

· Ability to manage multiple tasks simultaneously, effectively project manage and deliver outstanding work products under tight deadlines.

· Strong organisational and analytical skills

· Excellent verbal and written communication and interpersonal skills

· Native in Japanese and fluent in English

· Preferable if have experience using the RFP management system ‘Loopio’.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.