DDQ & Reporting Specialist

A leading Investment and Asset Management company is looking for a DDQ & Reporting Specialist to join their team in Cape Town.

You will use your knowledge and communication abilities to effectively respond in a timely manner to requests for proposals (RFPs), due diligence questionnaires (DDQs), and other reports, providing clients and consultants with information that is high-quality, consistent, and concise in both quantitative and qualitative terms.

Key Responsibilities:

  • Along with colleagues, complete DDQ, RFP, specialized investment reports, ad hoc surveys, and other information requests to identify and interpret information requirements.
  • coordinating with the different stakeholders to develop, improve, and complete responses.
  • Full quarterly client reports and UCITS regulatory board reports.
  • Assist with the development and completion of all ESG reports and the ESG analyst’s reporting on ESG issues.
  • Independently produce unique content for peer review or update current content considering changing client priorities or regulatory requirements.
  • Keep up with changes in product branding and positioning to make sure that funds are communicated to clients in an accurate and effective manner.
  • Knowledge sharing
  • Collaborate & work in Teams to deliver required service.

Key Skills and Attributes required:

  • Excellent Verbal and Written communication skills
  • Excellent attention to detail
  • Process driven & Excellent problem solving.
  • Self-Stater with proactive attitude
  • MS Office skills
  • Adaptive and Flexible
  • Ability to work in a fast-paced environment.

Minimum Requirements:

  • Bachelors Degree or BCom (Honors) degree (Preferable)
  • Minimum 3 years of experience in distribution and client reporting within the fund Management industry.
  • Knowledge of institutional & retail distribution channels
  • Knowledge of Financial Markets
  • Familiar with DDQ content Management
  • Content Writing experience within Fund Management or Analytically based financial content writing.
  • Experience with automation tools will be advantageous

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to Financialcareers@hireresolve.za.com

You are welcome to connect with Shannon Watson or Lindy-Lee du Plessis on LinkedIn or contact them on 021 551 8638.

Please note that correspondence will only be conducted with shortlisted candidates for this position.
Please consider your application unsuccessful if you do not hear from us within 3 days

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