Ddq & Rfp Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Candidate Connect Full time
Exciting opportunity to join a global Asset Manager as a
DDQ & RFP Specialist in Cape Town.


The role forms part of a team of skilled investment professionals who develop and maintain exceptional communications through Due Diligence Questionnaires, Requests For Proposals, and reports for institutional clients.


In this role you will play an integral part in the acquisition and retention of client mandates through your ability to create a narrative using market data, fund performance data and business strategy.

This is an EE designated opportunity.

Some key role functions:

  • Work closely with senior staff members across the business in preparing responses to DDQs and RFP's. This includes general information about the business, portfolio management, ESG, operations, risk and compliance, and B-BBEEE and transformation.
  • Complete all institutional and corporate DDQs and RFPs for clients and potential clients with an extremely high level of accuracy, time management, and attention to detail.
  • Maintain relationships and provide ongoing updated information to all online databases on which company products are listed.
  • Maintain internal relationships with various departments to source all relevant information.
  • Using the company's DDQ/RFP software, track and manage the progress of completion.

Key requirements:

  • Bachelors degree in Commerce, Economics, Investments
  • 5+ years experience in Asset Management
  • Good understanding of investment markets, investment products and economics
  • Experience in the production of written client communication material
  • A passion for completing these long documents to the highest quality
  • MS Office (PowerPoint, Excel and Word)
  • DDQ / RFP specialist software like RocketDocs preferrable

Personality traits:

  • Excellent written communication skills
  • Attention to detail with high levels of accuracy
  • Ability to compile input from various sources into succinct answers to questions
  • Clientcentric disposition
  • Strong planning and coordinating skills with good time management
  • Confident, assertive, good verbal communication skills

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