Position Summary

Responsibilities

Key Responsibilities

• Assist in production of DDQs in coordination with sales and client service personnel.
• Maintain and enhance database processes, queries, and automation.
• Streamline data from internal sources for completion of DDQs.
• Manage to internal processes and deadlines across multiple contributing teams.
• Develop strong working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that the content within the deliverables is accurate and responsive to the questions.
• Demonstrate a solid understanding of the firm’s strategies and product offerings.
• Update responses to standard language within the RFP database quarterly as needed.
• Ensure consistency of messaging and positioning across channels and regions.
• Identify, escalate, and implement process improvements and enhancements.

Qualifications