Financial Services Document Specialist

2 days ago

Tokyo India beBeeExpert Full time US$ 80,000 - US$ 1,50,000
Key Role:

Lead production of due diligence questionnaires, request for proposals and information requests for financial institution opportunities.

About the Opportunity:

Contribute to delivering high-quality documents that showcase expertise in investment management. Develop strong attention to detail and excellent written and oral communication skills are crucial.

Key Responsibilities:
  • Delivery of high-quality documents across investment management business lines
  • Provide strategic direction and improve document process as appropriate
  • Develop understanding of key products distributed in the APAC region and maintain regular contacts with internal teams to stay up-to-date
  • Coordinate with internal partners to develop, edit and review documents on a timely and accurate basis
Requirements:
  • Degree level education
  • 3-5 years of working experience in financial services, experience in document production is a plus
  • A solid understanding of investment products, asset classes and financial markets is a plus
  • Ability to multi-task and manage competing priorities in a well-organized manner
  • Excellent attention to detail
  • Strong interpersonal and communication skills
Our Approach:

We value employee growth and success, harnessing cutting-edge technologies to collaborate with clients and drive transformative solutions.

Benefits:

Highly competitive compensation, benefits and wellbeing programs rooted in a strong culture of excellence.

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