Analyst
3 weeks ago
Do you have a strong interest in understanding the nuances of Asset and Wealth Management space? Does the idea of working on marketing & client servicing collaterals—intended towards winning new businesses and defending existing relationships—excites you? Do you have the aptitude to analyze financial data, identify complex firm and product information embedded within client questionnaires, and craft responses in a clear and compelling manner? Do you embrace change positively and like to operate within a collaborative environment and consistently?
If the answer to above questions for you is a definite 'yes', the position of Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) Writer at Acuity might be ‘just right’ for you.
Fund Marketing Services – RFP Practice
RFP Services is one of the key practices within the Fund Marketing Services line of business at Acuity where we create necessary specialisms to respond to asset and wealth management RFPs and DDQs. As part of the practice, we also review and analyze content databases in their as-is states and provide recommendations for fully capturing their potential, and support with content restructuring to ensure better tagging, archiving and overall usability. RFP and DDQs are Q&A documents (questionnaires) including standard and non-standard questions asked by prospects/clients to request information and conduct due diligence on an investment manager to ensure their investments are in “safe hands”
Qualifications
- Immediate available candidates are preferred.
- Location - Pune
- MBA - Finance/ NSIM certification. 0 - 3.6 years of experience working with Asset /wealth management related field
- Excellent leadership and communication skills
- Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
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