Client Due Diligence Questionnaire:
 Lead the preparation and completion in responding to client Due Diligence Questionnaires (DDQs), Requests for Information (RFIs), and ESG Questionnaires in a timely and accurate manner across the full European product range.
 Assist in the production of both custom and standardized DDQ documents at firm and product level.
 Establish and maintain an internal DDQ database to streamline the proposal process.
 Collaborate and coordinate with internal contributors and subject matter experts to ensure content is complete, accurate, and maximizes business opportunities.
 Manage internal deadlines for those involved in the DDQ process, from subject matter experts (SMEs) input across the company.
 Manage and meet external deadlines by establishing priorities and due dates for client requests.
 Contribute to client reporting of Solvency II Tripartite Template (TPT), European ESG Template (EET), European MiFID Template (EMT) and European PRIIPS Template (EPT).
 Review evolving regulations to maintain compliance of regulatory fund reporting files and collaborate with internal teams to ensure compliance.
Process Improvement & Stakeholder Management:
 Review and analyze the RFP/DDQ process, providing recommendations for
enhancements to improve efficiency and accuracy.
 Develop and maintain strong working relationships with all stakeholders including internal teams, clients, and third-party service providers.
 Act as the main point of contact for clients and internal teams regarding regulatory reporting and DDQ queries.

 Approximately 3- 5 years of experience in asset management or financial services.
 Experience in DDQ processes, regulatory reporting and fund reporting or in a legal or compliance role.
 Experience in drafting and managing client DDQs, other client-facing documentation or policy related documentation in English.
 Detail orientated with attention paid to writing, editing and document formatting.
 Strong project management and communication skills with the ability to manage multiple priorities and deadlines by effective collaboration across teams.
 Proficiency in Microsoft Excel, with the ability to manage complex data sets and perform data validation.
 Knowledge of, or capacity to learn the frameworks of TPT, EET, EMT and EPT reporting.
 Ability to work independently while contributing to the broader team’s goals.