National Accounts Due Diligence and Reporting Analyst
Core
Coordinate and draft responses to Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and Requests for Information (RFIs) to support intermediary business growth and client onboarding.
Role type
National Accounts Data and Reporting Analyst
Builds
Proposal responses and centralized proposal content libraries for wealth management clients and financial advisor networks
Domain
Financial services / Asset management
Deliverable
client delivery
Required skills
Data analysis, data cleaning, forecasting, pattern identification, trend analysis, SEC and FINRA regulatory compliance knowledge, Microsoft Office (Word, Excel), RFP automation tools, CRM platforms (Salesforce)
Preferred skills
Financial markets knowledge, investment vehicles knowledge, specialized software learning
Responsibilities
Support the end-to-end DDQ/RFP lifecycle and track deadlines, Interface with internal teams to gather product data and investment philosophies, Tailor standard proposal responses for key clients, Maintain and update centralized proposal content library, Route responses through legal and compliance review workflows
Seniority
Mid-level individual contributor