Delivery Lead
Current• Responding to request for proposals and due diligence questionnaires for Mutual Funds, ETFs and Separately Managed Accounts across Active and Passive asset class. • Working to project manage RFP / RFI / DDQ questionnaires to ensure timely submission.• Drafting new content with information available and / or by collaborating with various subject matter experts within the client team.• Liaise with Sales, Product Specialists, Legal, Compliance, Portfolio Management Team… Show more • Responding to request for proposals and due diligence questionnaires for Mutual Funds, ETFs and Separately Managed Accounts across Active and Passive asset class. • Working to project manage RFP / RFI / DDQ questionnaires to ensure timely submission.• Drafting new content with information available and / or by collaborating with various subject matter experts within the client team.• Liaise with Sales, Product Specialists, Legal, Compliance, Portfolio Management Team and other relevant departments to collate required information.• Contribute to the maintenance of content database by updating the tool with accurate information. • Review of KIIDs and their translations.• Responding to RFPs/DDQs on platforms like Dasseti, Diligence Vault, AssetQ, Door and other client portals. Show less
