Oversees the development of Due Diligence Questionnaires (DDQs), providing input or completing the more technical or complex aspects of the questionnaires
Job Summary
Oversees the development of Due Diligence Questionnaires (DDQs), providing input or completing the more technical or complex aspects of the questionnaires.
Creates programs in marketing automation tool for monthly thought leadership newsletter or other campaigns to be approved and deployed by regional marketing teams.
Deliver on opportunities to reduce cost and FTE savings to meet the yearly productivity targets.
Matching Summary
Oversees the development of Due Diligence Questionnaires (DDQs), providing input or completing the more technical or complex aspects of the questionnaires.
Skills & Requirements
Must-have
Due Diligence Questionnaires (DDQs)
Request for Proposal (RFP) database
marketing automation tool
marketing presentation and contact database
Root Cause Analysis (RCA)
Detailed Procedural Analysis Documents (DPADs)
Nice-to-have
Client service orientation
Quality focus and attention to detail
Resilience and self-control
Lead by example
Creativity
Eye for design
Key Requirements
5-7 years of experience in financial services, marketing, project management, writing
3-4 years of experience in a senior or specialist role
Project management or digital marketing experience is an advantage
Strong computer skills (MS Excel, MS Word, MS PowerPoint, etc.)
Industry Knowledge (financial instruments, Investment Banking Industry)