DDQ / RFP Associate
DDQ / RFP Associate
L5
Occupations
Securities, Commodities, and Financial Services Sales AgentsFinancial Quantitative AnalystsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities- Managing DDQs from beginning to end, meeting all deadlines and communicating appropriately with key stakeholders
- Managing and completing formal information requests, RFPs, and RFIsEnd-to-end handling of DDQsPartner with portfolio management, product, legal, and compliance teams to gather accurate, tailored content.
- Assisting in guiding, reviewing the work of, and providing feedback to more junior team members
- Assist in the implementation of various projects and initiatives
- Introducing and working toward efficiencies to continue to elevate the quality and timeliness of the team’s deliverables
- Successfully and skillfully handling one-off and ad-hoc questions received from sales personnel
- Producing content that is accurate, concise, and compelling, while ensuring RFP/RFI specifications are met
- Collaborating effectively across the Firm to gather information and update/improve upon existing content
Level
SeniorL5
Location
Brooklyn, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
today
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