Qualifications:
- 2 years of professional experience
- Bachelors degree in business economics finance or a related discipline required
- Experience with knowledge management or DDQ/RFP response tools such as Confluence or Loopio
Desired (Plus but not a requirement)
- Experience working for a Financial Service or startup firm is a plus
- Experience with Airtable is a plus
Key Responsibilities:
- Engage with clients and/or partners to manage an accurate and timely due diligence response process in collaboration with technology operations fund management and legal and compliance
- Independently maintain and continuously enhance tracking methods for due diligence requests
- Maintain response library in firm tool; ensure timely review of information with key stakeholders including compliance and legal and all other divisions of the company that produce content relevant to DDQ responses
- Review and edit content in the library and individual DDQ responses to ensure accuracy and clarity
- Maintain other internal and external resources including but not limited to Confluence and Airtable to communicate status updates as applicable
- Partner with key stakeholders and managers to prioritize activities in alignment with company goals
- Drive plan monitor and manage DDQ delivery from initiation to completion with minimal supervision
- Identify project deliverable risks and work with management and key stakeholders to manage mitigation efforts (ensure mitigation efforts defined and followed to completion)
- Predict and manage resources needed to meet requirements achieve stakeholder objectives and ensure satisfaction