DDQ Analyst

This position requires outstanding teamwork and collaboration, with a strong emphasis on the ability to work closely with multiple departments throughout the organization. The ideal candidate will possess a high degree of intellectual curiosity and a desire to develop a working knowledge of capital markets, investment products, and the inner workings of the asset management business. 

Responsibilities:

• Manage production of DDQ responses from intake to delivery, including information gathering, formatting, customization, collaboration with stakeholders, collection of supplemental materials, and packaging/delivery of final proposal    

• Maintain and author relevant and up-to-date product language used to respond to client inquiries

• Partner with other teams throughout the organization to provide consistent messaging to current clients and distribution partners

• Develop the deep understanding of investment products

Qualifications:

• A Bachelors degree

• Strong written/verbal communication skills

• Strong project management skills

• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook

• Attention to detail and deadlines

• Ability to work well under pressure & ability to manage multiple projects with varying priorities

• A record of academic success and interest in financial markets

• Strong sense of ownership/accountability

• A team player with strong interpersonal skills

• Excellent organizational and time management skills

• Self-starter; proactive approach to work assignments

• Prior experience working with RFP software (Qvidien, RFP Machine, RocketDocs) preferred