9 дней назад
National Accounts Data & Reporting Analyst
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
National Accounts Data & Reporting Analyst (Financial Services/Data Analysis): Supporting intermediary business growth by coordinating DDQs, RFPs, and RFIs, maintaining proposal content, and gathering product and organizational data with an accent on financial-services reporting, data accuracy, and regulatory compliance. Focus on managing complex questionnaire lifecycles, tailoring responses for wealth-management platforms, and routing materials through SEC and FINRA review workflows.
Location: Hybrid role in Philadelphia, Pennsylvania, at 1650 Market Street, Floor 53
Company
is a financial services firm focused on client-first service, integrity, independence, and long-term business practices.
What you will do
- Manage the end-to-end lifecycle of Due Diligence Questionnaires, Requests for Proposals, and Requests for Information.
- Track deadlines and coordinate accurate, timely submissions for intermediary platforms.
- Work with Portfolio, Product, Human Resources, and Compliance teams to gather product data, investment philosophies, and organizational metrics.
- Tailor standard proposal responses for wealth management clients and financial advisor networks.
- Maintain and update the centralized proposal content library with product statistics and narrative content.
- Route drafted responses through legal and compliance review and support special projects and audits.
Requirements
- Three to six years of experience, preferably in financial services, investment management, or asset management.
- Bachelor’s degree in finance, economics, business administration, marketing, communications, or a related business field is preferred.
- Fundamental understanding of financial markets and investment vehicles.
- High proficiency with Microsoft Word and Excel, with willingness to learn RFP automation and CRM tools such as Salesforce.
- Strong written and verbal communication, customer-service orientation, exceptional organization, and time-management skills.
- Ability to prioritize work and meet tight deadlines in a fast-paced environment.
Culture & Benefits
- Hybrid workstyle with a people-first culture centered on professional growth, collaboration, accountability, and continuous improvement.
- Benefits may include medical, dental, and vision insurance; life, critical illness, accident, and disability coverage.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Equal opportunity workplace that values diverse backgrounds and experiences.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →