- Assist in production of DDQs in coordination with sales and client service personnel.
- Maintain and enhance database processes, queries, and automation.
- Streamline data from internal sources for completion of DDQs.
- Manage to internal processes and deadlines across multiple contributing teams.
- Develop robust working relationships with sales, client service, investments, legal, compliance and administration groups to ensure that the content within the deliverables is accurate and responsive to the questions.
- Demonstrate a solid understanding of the firm’s strategies and product offerings.
- Update responses to standard language within the RFP database quarterly as needed.
- Ensure consistency of messaging and positioning across channels and regions.
- Identify, escalate, and implement process improvements and enhancements.