Retail Reporting Specialist
Core
Completing cyclical due diligence questionnaires (DDQs) for mutual funds, ETFs, and closed-end funds to support retail distribution teams.
Role type
Retail Reporting Specialist
Builds
Accurate, timely DDQ responses for product offerings
Domain
Financial services / Investment management
Deliverable
dashboards & analysis
Required skills
Project management, data validation, research, deadline management, analytical skills, Adobe/Microsoft Office proficiency
Preferred skills
Retail or mutual fund reporting experience, Qvidian or Loopio experience
Responsibilities
Drive client retention by completing periodic DDQs accurately and on time; Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires; Coordinate DDQ production process to meet quality standards; Research and validate responses using approved databases; Partner with subject matter experts to confirm ad hoc responses
Seniority
Mid-level, hands-on IC