9 Ddq Jobs

The Defined Contribution (DC) team is responsible for managing Business Development, Product Development, Marketing, and Investor Reporting activities for all Blackstone retirement focused funds. The role involves close collaboration with the Private Wealth team based in New York. Key Responsibilities: • Develop a strong understanding of Collective Investment Trusts (CITs) business. • Gain expertise in various reporting documents on a monthly and quarterly basis, such as factsheets, track records, performance summaries, marketing materials, etc. • Assist in preparing for and tracking fundraising activities in Salesforce • Prepare and review new and ongoing Due Diligence Questionnaires (DDQs)...

Job Purpose Acuity Knowledge Partners is currently looking for an individual to play a key role in supporting one of Acuity's Financial Asset Management / Private Equity clients on business development tasks. The person will closely interact with the Investment Management Company Team / Private Equity Fund Team of the client and be involved in project deliverables that would include RFPs/RFIs/DDQs, internal repositories, proposal management tools (Qvidian / PMAPS / RFPIO), consultant databases, and other ad-hoc requests. Role & responsibilities Draft RFPs/RFIs/DDQs Source/draft content with information available and/or by collaborating with various subject matter experts within the client te...

Functional Responsibilities : Provide on-going (monthly, quarterly and other recurring) standard due diligence coverage to home office analysts, institutional consultants and other external partners. Complete on-boarding questionnaires, fund review due diligence questionnaires, fund fact sheets, etc. across National Broker Dealers, Independent Broker Dealers, RIA, Bank & Trust, DCIO, and Global and Affiliated distribution channels for fund approvals, additions, and activations. Interact with subject matter experts throughout the organization (including but not limited to Relationship Managers, Client Portfolio Managers, Product Managers and Legal/Compliance) to obtain and/or facilitate deliv...

Responsibilities Candidate will be responsible for working on the following: • Understanding requirements of RFPs and DDQs from Large Corporate, Financial Institutions, and Middle Market segments • Prepare first drafts proposals and e2e Due Diligence Questionnaires for Sales team and Bid Managers • Contribute towards addition or curating content used in RFPs and DDQs • Work across the regions to drive coordination related to global initiatives • Create culture of constant process improvement, best practice sharing, and professional growth • Ensure compliance with all RFP requirements and bank policies • Complete deal and month-end routines (properly transitioning deals, win/loss tracking, su...

Were seeking a future team member for the role of Associate/ Sr Associate, Proposal Development to join ourMarketingteam. This role is located in Pune, MH HYBRID. In this role, you'll make an impact in the following ways: Completion of due diligence questionnaires (DDQ) and request for proposals (RFP) using various sources of information available, primary being content library. Update quarterly product summaries, FAQs, and similar standard documents for firmwide usage Coordinate with subject matter experts (SME) to gather non-standard information Coordinate with stakeholders for reviews Manage timelines for multiple deliverables simultaneously Ensure the content library is updated with any ...

Cash Correspondent Monitoring and Oversight : Manage the oversight of all cash correspondent banks in GNM s network aligned our control framework requirements, to measure & improve performance levels. Responsible for strategy, commercial negotiations with local market providers & for bringing the organization closer to the market; driving, anticipating & reacting in an agile way to change in the market via: Cyclical due diligence on cash correspondent network Due Diligence Questionnaires (DDQ) review, challenge, and follow-up Local market subject matter expertise Navigating changes in local market developments and challenges Source and deliver market intelligence Suitability assessment of ne...

Senior Associate, RFP, Investment Management Japan At BNY, our culture allows us to run our company better and enables employees growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is wha...

This role supports the creation, maintenance, sourcing and review of written content specifically for RFPs, third-party databases and DDQs, liaising with Product Teams and Subject Matter Experts (SMEs) across the business. We are in need of a dedicated specialist focused on content build out and improvement. The content is required to be suitable for global consumption, which means liaising with business partners and SMEs globally. The role may also include the opportunity to be involved in content automation projects, narratives for consultants and other third parties, and other due diligence platforms. There will be significant involvement with live RFPs in a deadline sensitive environment...

Role & responsibilities: Draft RFPs/RFIs/DDQs Source/draft content with information available and/or by collaborating with various subject matter experts within the client team Language maintenance on internally maintained repository and/or content management tools (PMAPS / Qvidian / RFPIO) by updating the tools with accurate information Work on fund raising support, marketing presentations, client reports, lead generation etc. Coordinate with client internal and external teams to ensure flawless and timely execution of projects Stay abreast of developments in terms of changes in client's internal structure, staffing, product performance and competitive strengths Update and manage consultant...