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Contract

Client Business Associate

City
money-bag 65000.00-65000.00 Annual
Posted Yesterday

The Client Business Associate will play a pivotal role in owning RFP and DDQ responses. Based in London, this role focuses on ensuring smooth operational support and effective communication with clients.Client DetailsThis position is with a well-established, medium-sized organisation in the Investment Management sector. Known for its commitment to excellence in Investment Management, the company values expertise and professionalism in its workforce.DescriptionAnalyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.Preparing and completing RFPs, RFIs, DDQs, this involves working closely with subject matter experts from all business areas.Maintain a centralised content library for frequently used responses and ensure timely updates to reflect changes in the firm''s strategies, processes, and policies.Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.Build relationships and work closely with other global client and operations teams and business units to effectively service our clients. ProfileA successful Client Business Associate should have:Undergraduate degree with a proven track record of academic achievement and continuous improvement.5+ years of experience working on DDQs and RFPs in the financial ..... full job details .....

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