Key Responsibilities:
- Lead and manage a team of analysts and associate by efficiently delegating work, setting goals and conduct performance reviews.
- Managing and writing DDQ / RFP responses about the firm, product, support model and value proposition.
- Complete client due diligence questionnaires by liaising with subject matter experts at all levels throughout the business to source information.
- Ensure timely and accurate delivery of DDQs / RFPs including quality oversight.
- Perform peer reviews and ensure to maintain a high level of competency along with meticulous attention to details.
- Build repository of new questions and update existing content used in DDQs / RFPs.
- Manage workload successfully and assist other team members when required.
- Proactively communicate potential issues and handle escalations.
- Support and drive various efficiencies and capacity-building initiatives, including automation/ standardization efforts.
Skills, Experience and Competencies:
- 8- 15 years of relevant experience in investment management/asset management or financial industry.
- Have in-depth understanding of capital markets instruments (like equities, fixed income, derivatives) and the trading lifecycle.
- Hands on experience on Proposal Management, Client Retention or Pre-Sales and Post-Sales activity.
- Organized and detail-oriented with critical reading and editing skills, strong time management skills and ability to prioritize multiple deadlines.
- People management skills: coaching, mentoring and developing others, recognizing accomplishments and successes.
- Demonstrate proactiveness in efficiency and capacity-building initiatives.
- Team player with demonstrated analytical and problem-solving skills.
- Ability to partner and manage stakeholders globally.
- Exceptional written and verbal communication skills, both locally and across geographies.
- High level of self-motivation with strong integrity and ethics.
- Strong familiarity with MS Office suite (Word, Excel, PowerPoint) and RFP tools (Pmaps, Qvidian, Responsive), CRM tools like Microsoft Dynamics and Power BI.
- Postgraduate - MBA (Finance) or equivalent; CFA / FRM certification will be an added advantage
