DDQ and RFP Specialist

2 weeks ago

Cape Town, Western Cape, South Africa M&G Investments Southern Africa Full time

About the Role

We are seeking a highly skilled DDQ and RFP Specialist to join our team at M&G Investments Southern Africa. The successful candidate will play a key role in developing and maintaining exceptional communications through Due Diligence Questionnaires (DDQs) and Request For Proposals (RFPs) for our clients and potential clients.

Key Responsibilities

  • Work closely with senior staff members to prepare high-quality responses to DDQs and RFPs, including general information about the business, portfolio management and process, 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, collaborating with internal and external teams as needed.
  • Create and maintain standard DDQ documents for M&G capabilities across local and global markets.
  • Maintain relationships and provide ongoing updated information to online databases on which M&G products are listed, such as EVestments, Wilshire, and Mercer.
  • Liaise and maintain internal relationships with various departments to source relevant information.
  • Assist Institutional Client Managers with ad-hoc queries and requests relating to information usually contained in DDQs/RFPs.
  • Point of contact for internal clients, responsible for dealing with client queries and requests relating to DDQs and RFPs.
  • Track and manage the progress of answers to successfully complete the documents within the timeline using M&G's DDQ/RFP software.
  • Assist with the maintenance of internal databases like Sugar CRM and Rocketdocs.
  • Support the Institutional team with client servicing tasks.

Requirements

  • An appropriate tertiary education (preferably commercial qualification) with a good understanding of economics, investment markets, and investment products.
  • At least 5 years' experience in asset management/financial services industry.
  • Experience in producing written client communication material.
  • A passion for completing long documents to the highest quality.
  • Proficiency in MS Office, particularly PowerPoint, Excel, and Word.
  • Knowledge of DDQ/RFP specialist software like RocketDocs is preferable.

Competencies

  • Excellent written communication skills.
  • Attention to detail with high levels of accuracy.
  • Ability to compile answers from various sources into succinct answers to questions.
  • Client-centric disposition and impeccable service standards.
  • Strong planning and coordinating skills with good time management.
  • Ability to maintain high levels of productivity.
  • Ability to work to deadlines and occasionally outside regular working hours.
  • Tolerance for stress.
  • Confident, assertive, and good verbal communication skills.
  • Self-motivated with high levels of initiative.
  • A team player who is able to build strong working relationships with colleagues.
  • Numerical skills.
  • A willingness to continuously learn.

Estimated Salary: R850,000 per annum

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