To help pull together and produce high-quality requests for information (RFIs) and due diligence questionnaires (DDQs), (within Qvidian), for prospective clients and ongoing clients of the firm.
Feed into and help with the smooth running of RFP process from inception through to delivery ensuring initiatives deadlines are met.
Use and support the maintenance of content on the RFP/RFI content database with all new or improved content
Ad hoc requests on the team from a data perspective.
Responsibility for ensuring accuracy and integrity of information presented on t databases, including working with business development teams to ensure appropriate products and content are consistently and accurately represented
Following and adhering to compliance proceedures, getting the relevant approval before submission to clients.
Production of MI for reporting purposes.
Some experience within RFP, RFI or DDQ within an investment firm.
Some understanding of investment products
Familiarity with investment management operations and back-office systems
Strong communication and organisational skills
Commitment to quality and attention to detail
Ability to work to deadlines and under pressure, ability to multi-task