Job description
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