SUMMARY:
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POSITION INFO:
Exciting opportunity to join a global Asset Manager as a DDQ & RFP Specialist in Cape Town.
The role forms part of a team of skilled investment professionals who develop and maintain exceptional communications through Due Diligence Questionnaires, Requests For Proposals, and reports for institutional clients.
In this role you will play an integral part in the acquisition and retention of client mandates through your ability to create a narrative using market data, fund performance data and business strategy.
This is an EE designated opportunity.
Some key role functions:
- Work closely with senior staff members across the business in preparing responses to DDQs and RFP’s. This includes general information about the business, portfolio management, ESG, operations, risk and compliance, and B-BBEEE and transformation.
- Complete all institutional and corporate DDQs and RFPs for clients and potential clients with an extremely high level of accuracy, time management, and attention to detail.
- Maintain relationships and provide ongoing updated information to all online databases on which company products are listed.
- Maintain internal relationships with various departments to source all relevant information.
- Using the company's DDQ/RFP software, track and manage the progress of completion.
Key requirements:
- Bachelors degree in Commerce, Economics, Investments
- 5+ years experience in Asset Management
- Good understanding of investment markets, investment products and economics
- Experience in the production of written client communication material
- A passion for completing these long documents to the highest quality
- MS Office (PowerPoint, Excel and Word)
- DDQ / RFP specialist software like RocketDocs preferrable
Personality traits:
- Excellent written communication skills
- Attention to detail with high levels of accuracy
- Ability to compile input from various sources into succinct answers to questions
- Client-centric disposition
- Strong planning and coordinating skills with good time management
- Confident, assertive, good verbal communication skills
You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.
Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
NB! This job is now closed. You can apply for other jobs by uploading your CV.
