Specialist - Global Consultant Services and Reporting
Core
Managing due diligence questionnaires, consultant databases, and ESG/D&I reporting content to support client retention and business growth in asset management.
Role type
Specialist - Global Consultant Services and Reporting
Builds
Consultant databases, product profiles, and ESG/D&I reporting content for clients and advisers worldwide.
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Data analysis, project coordination, stakeholder engagement, process documentation, timeline management, issue escalation
Preferred skills
Asset management exposure, retail and institutional financial markets knowledge
Technologies
Microsoft Excel, Outlook, proprietary applications
Responsibilities
Complete due diligence questionnaires and data templates; review and update client information requests; gather data from internal sources; maintain consultant database content and product profiles; support ESG and Diversity & Inclusion reporting; coordinate new product setup and profile launches.
Seniority
Junior to Mid-level, hands-on IC