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Role requirement

Vacancy type

Permanent

Sector

Sales And Marketing

Specialisim

Request for Proposal / Information (RFP & RFI)

Location

Edinburgh

Language skills

English

Job reference No.

15054

Salary

Competitive

Data Published

13/01/2023

Closing date

10/02/2023

Job Description:

Our client a global force in the asset management space is looking for an individual with experience of fulfilling client or new business questionnaires to join their Client Due Diligence Questionnaires (DDQ) Team. This is an exciting new opportunity in a reputable business.

This is a great role for someone with prior experience in a DDQ or RFP role. You will have strong organisational skills, be very process driven and enjoy working in a fast paced and busy environment. This role will work closely with the ESG team, so previous experience or an evidenced interest in this area is preferred.

Essential Skills/Experience:

  • Previous experience of fulfilling client or new business questionnaires, preferably in financial services
  • Previous experience or an evidenced interest in ESG
  • Accuracy
  • Team Working
  • Communication
  • Adaptability
  • Process Management

Desirable Skills/Experience:

  • Experience of using qvidian
  • Experience of using diligence vault and diligend

Core Responsibilities:

  • Complete due diligence questionnaires for existing clients globally with tailored, concise and high-quality responses
  • Complete allocated regular tasks in an accurate and timely manner
  • Responsible for peer checking a wide range of questionnaires to ensure they are accurate
  • To become comfortable with using a variety of internal and external systems
  • Responsible for providing relevant input, updates and improvements to the shared database of standard responses
  • Effective management of own workload with the ability to juggle competing deadlines
  • Maintain a network of effective relationships with colleagues at all levels
  • Attend relevant training sessions to continuously further your learning and development
  • Attend relevant team meetings representing the team to further your knowledge and help align the team with the needs of the business
  • Support other team members with work as appropriate
  • Proactively monitor the team mailbox and action requests appropriately following the team allocation process
  • Able to confidently represent the team at meetings and on projects

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15054

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

Image
T: 0131 264 0232
Titta Hukkanen Business Manager, Business Support Services

Titta has been with Core-Asset Consulting for 18 years, starting her recruitment career with the company. She specialises in Compliance, Financial Crime, Marketing, Pensions, and HR recruitment, with a passion for compliance and HR roles. Titta provides tailored and personal service.

Titta's expertise in Defined Benefit pensions is highly regarded, addressing a niche but critical area. Clients and candidates consistently praise her reliability and commitment to excellence. Known for her detailed understanding of various sectors, Titta is a trusted and respected consultant, continually fostering successful placements and strong relationships within the industry.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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