Job Summary
DDQ & Reporting Specialist
Our client believes the appointment of a reporting resource with appropriate experience and qualifications will allow it to support the increase in business demand.
Role function:
- Position within the distribution team, principally as a Reporting & DDQ Specialist.
- The Reporting Specialist will report to Head of Distribution Services who reports into the Head of Distribution.
- The purpose of the role is to contribute to and promote robust reporting procedures across the investment management business to create an efficient, responsive and process driven distribution team.
- EE candidate preferred.
Qualifications and experience:
- Appropriate finance qualification, BCom (Hons) preferred.
- Self-driven with 1-3 years working in distribution / client reporting in the fund management industry.
- Familiarity with DDQ content management.
- Strong communicator and team player.
- High attention to detail.
- Relevant computer skills.
Role outputs:
Perspective: Process:
- Responsible for all DDQ requests, specialist investment reports, ad hoc questionnaires, and similar within the distribution team.
- Manage the completion of questionnaires/reports by liaising with the various stakeholders.
- Complete the quarterly UCITS/Regulatory board reports.
- Support the ESG analyst to report on ESG matters and the development / completion of all ESGsuite of reports.
- Checking of more advanced client queries, ad-hoc reports and other ad-hoc tasks be a wider support to distribution team.
Perspective: People:
- Share and transfer product, process, and systems knowledge to colleagues.
- Collaborate and work with internal teams to deliver required service levels.
- Ensure achievement of own performance objectives.
- Share information with other team members regarding successes, issues, trends, and ideas.
- Participate in own professional development and career path.
Competency requirements:
Knowledge / Skills / Attributes:
- Relevant computer skills (Qvidian or similar; plus, standard Office 365 understanding)
- Self-starter.
-
- Process driven.
- High attention to detail is critical.
- Problem solving and innovation.
- Relevant market knowledge.
- Team player.
- Self-development.
- Relationship management and networking with stakeholders and service providers.
Area: Bellville area, Cape Town.
Starting date: As soon as possible.
Market related salary offered.
Closing date: 31 May 2023
Should you fit the profile kindly apply online for this position.
Please consider your application as unsuccessful if you have not been contacted within 4 weeks.
