A Due Diligence Questionnaire (DDQ) and Request For Proposal (RFP) Specialist vacancy has arisen at M&G Investments. The successful candidate will form part of a team of highly skilled investment professionals in developing and maintaining exceptional communications through DDQs, RFPs and report backs for our clients and potential clients. The role requires working closely with the Investment and Client Service teams and plays an integral part in both the acquisition and retention of client mandates. The ability to create a narrative through the use of market, fund performance data and business strategy is key. We're looking for someone not only capable, but passionate about this important function to join our team.Key ResponsibilitiesWork closely with senior staff members across the business in preparing high quality responses to DDQs and RFPs. This includes, but is not limited to, general information about the business, portfolio management and process, ESG, operations, risk and compliance and B-BBEEE and transformation.Complete all institutional and corporate DDQs and RFPs for clients and potential clients with an extremely high level of accuracy, time management, and attention to detail; collaborating with internal and external teams as needed.Create and maintain standard DDQ documents for M&G capabilities across local and global.Maintain relationships and provide ongoing updated information to all online databases on which M&G products are listed such as but not limited to EVestments, Wilshire, Mercer etc.Liaise and maintain internal relationships with various departments to source all relevant information.Assist ICMs with any ad hoc queries/ requests relating to information usually contained in DDQs/ RFPs.Point of contact to internal clients / responsible for dealing with client queries / requests relating to DDQs and RFPs.Using M&G's DDQ/ RFP software, track and manage the progress of answers to successfully complete the documents within the timeline.Assist with the maintenance of internal databases like Sugar CRM and rocketdocs.Assist the Institutional team with support on client servicing.Attributes, Qualifications, Skills & ExperienceAn appropriate tertiary education (preferably commercial qualification) with a good understanding of economics, investment markets and investment products.At least 5 years' experience in asset management / financial services industry.Experience in the production of written client communication material.A passion for completing these long documents to the highest quality.MS Office, in particular PowerPoint, Excel and Word.DDQ/ RFP specialist software like RocketDocs preferable.Attention to detail with high levels of accuracy.Ability to compile answers (input) from various sources into succinct answers to questions.Client-centric disposition and impeccable service standards.Strong planning and coordinating skills with good time management.Ability to maintain high levels of productivity.Ability to work to deadlines and occasionally outside regular work hours.Tolerance for stress.Self-motivated with high levels of initiative.A team player who is able to build strong working relationships with colleagues.Numerical skills.A willingness to continuously learn.Contract typePermanentLocationCape TownPublished Date2024-09-13Application Deadline2024-11-30We're focused on investment excellence.M&G Investments is a global asset manager with operations in 28 countries, over 5.5 million retail clients and R8 trillion in assets under management and administration. We are also one of South Africa's top 10 asset managers, with over R310 billion in assets under management. For over 30 years we have built up an admirable local track record for delivering consistently strong performance over time. Our aim is to help our clients achieve their financial goals, whether investing towards their first house, their children's education, or making sure that they have enough funds to retire comfortably. We work closely with experts across M&G plc's worldwide operations to bring clients access to the latest technology, investment ideas and research. We incorporate sustainable thinking in everything we do, from the way we run our business to the impact we have on the planet and our communities.To help us achieve our vision, we're looking for exceptional people who live our values of care and integrity and who can inspire others, embrace change, deliver results and keep it simple. We're looking for people who will enjoy the challenge of working in an ambitious business that's set on transforming the industry.We are building a diverse and inclusive environment where everyone can thrive. In order to meet the objectives set in our Employment Equity plan, preference may be given to suitably qualified candidates from designated groups.
#J-18808-Ljbffr