10 дней назад
Associate, Diligence Services (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Diligence Services (Finance) (Client diligence and reporting): Preparing qualitative client reports, due diligence questionnaires, and responses to institutional client inquiries with an accent on financial products, stakeholder coordination, and content accuracy. Focus on managing multiple RFP processes, improving routine workflows through technology and automation, and maintaining reliable internal content databases.
Location: Hyderabad, India
Company
Global investment manager specializing in alternative investments across credit, equity, and real estate, with more than $220 billion in assets under management.
What you will do
- Prepare qualitative client reports, recurring reporting materials, due diligence questionnaires, and supporting documentation.
- Coordinate with Business Development, subject matter experts, and other departments to draft accurate responses to client requests.
- Manage timelines, resources, and stakeholders across multiple diligence and reporting projects.
- Maintain the integrity of internally stored content databases.
- Identify and implement process and technology improvements for routine tasks.
Requirements
- 5–8 years of professional experience, including approximately 3–5 years of RFP experience in finance, marketing, or legal roles.
- Experience with high-volume processes and technology-enabled solutions.
- Strong project management, communication, organizational, and stakeholder-management skills.
- Experience working in a global environment with stakeholders across multiple jurisdictions and time zones is preferred.
- Familiarity with investment products, asset classes, and investment strategies.
- Strong written and verbal English communication skills are required. Bachelor’s degree in accounting or finance.
Nice to have
- Experience within an asset management GCC.
- Experience in institutional private fund marketing.
- Familiarity with automation, AI, and data visualization tools such as Power BI.
Culture & Benefits
- Collaborative, curious, and inclusive working environment.
- Training and career development opportunities.
- Support for local communities through philanthropic initiatives.
- Strong emphasis on diversity of thought and cross-functional collaboration.
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