Client Due Diligence Reporting Analyst - Edinburgh, United Kingdom - Meraki Talent Limited

Meraki Talent Limited

Verified Company

Edinburgh, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Due Diligence Reporting Analyst (Investment Management)
Permanent

Edinburgh

Meraki Talent's Investment Management client are shortlisting for a Client Due Diligence Questionnaire Analyst to join their growing team in Edinburgh on a permanent basis.

The role holder will be responsible for responding to bespoke client reporting requestsand using their investment knowledge and internal networking to create client pitch documents and also respond to client due diligence questionnaires.

Responsibilities of the Client Due Diligence Reporting Analyst (Investment Management):

Support the development of the firm's client servicing efforts through the completion of questionnaires for existing clients as part of their due diligence process
Complete due diligence questionnaires for existing clients globally with tailored, concise and high quality responses
Responsible for providing relevant input, updates and improvements to the shared database of standard responses

Background of theClient Due Diligence Reporting Analyst (Investment Management):

Experience working in a Client Reporting, RFP, or Marketing role within financial services or professional services
Ability to create strong written content and respond to bespoke requests for information using research skills to gather appropriate data for the reports
Strong written communication skills
Well developed stakeholder management and organisation skills

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Ben wants:
Edinburgh, Financial Services, Investment Management, DDQ, Marketing
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