Investment Specialist - DDQ Services

  • Attractive Compensation
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Meraki Talent
  • 10 Jul 18 2018-07-10

Meraki Talent’s client is currently looking to hire a talented investment professional into their DDQ Services area on a permanent basis. Our client is a leading global investment manager which operates from over fifty offices globally and has an innovating range of investment solutions which meet the needs of both wholesale and institutional clients.

Meraki Talent’s client is currently looking to hire a talented investment professional into their DDQ Services area on a permanent basis.  Our client is a leading global investment manager which operates from over fifty offices globally and has an innovating range of investment solutions which meet the needs of both wholesale and institutional clients.

 

In recent times the firm has reinvented how they approach the DDQ process in recent times and are now looking to make this strategic hire in the EMEA region to bring the vision to life.  This isn’t a typical DDQ role.  The more data heavy and cyclical aspects of the process have been outsourced to a trusted vendor, meaning the tasks which remain “in-house” are for complex, time-bound and bespoke client requests from high value clients.

 

In this role you will be establishing a strong internal network across Sales, Investment floor to build the required client, market and investment understanding required to produce detailed Due Diligence Questionnaires and ad-hoc product position requests from existing clients.

 

Key responsibilities:

  • Collaborate with colleagues and business partners across Distribution and Product Management to identify and interpret external client requirements
  • Draft, refine and finalise responses which draw on specific domain experience of the product/client/distribution channels
  • Build specific external client knowledge around their requirements, investments and preferences to allow for the creation of highly bespoke, tailored responses
  • Independently create original content or update existing content of database based on emerging requirements or new areas of client focus
  • Stay current with product branding and positioning developments to ascertain that funds are positioned with clients accurately and on message
  • Utilise automation tools including monitoring and build new knowledge base content at the product level
  • Participate in strategy development meetings where required

 

Required skill and experience:

  • Marketing commentary and content writing experience gained with an asset management environment – this experience can have been gained an investment specialist, investment advisor, product management or Senior RFP/DDQ style role
  • Detailed understanding of institutional and retail channels
  • Strong product knowledge across Equities, Fixed Income, RE and Multi-Asset
  • First class communication skills both verbal and written
  • Meticulous attention to detail across all aspects of data, language and grammar
  • Experience can have been gained in an investment specialist, product management

 

This is a newly created role for the EMEA region and my client is seeking a senior individual contributor who can “set the playbook” for how this role will create value for clients and improve the efficiency of the business.