Client Business Associate
- Analyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.
- Preparing and completing RFPs, RFIs, DDQs, this involves working closely with subject matter experts from all business areas.
- Maintain a centralised content library for frequently used responses and ensure timely updates to reflect changes in the firm's strategies, processes, and policies.
- Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.
- Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
- Build relationships and work closely with other global client and operations teams and business units to effectively service our clients.
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