Analyst - Due Diligence Specialist

Due Diligence Specialist

The due diligence specialist is part of a dedicated team that focuses on servicing Fund Selector clients for the AxJ Retail business. The specialist role is to develop and maintain Fund Selector client relationships, focusing on understanding client priorities and firm initiatives to build new product approval pipeline and service existing business.

Due Diligence specialist is responsible for delivering the highest level of service excellence to Fund Selector clients, in a way that prioritises resources in the most effective way. Your main responsibilities include:

Relationship management

  • Growing relationships with Regional Fund Selection clients in order to understand their strategic focus and solution needs
  • Liaising with retail teams to establish product pipelines and provide communication on progress of client conversation and action points
  • Positioning yourself as a reliable source of all firm and product information, recent internal publications and announcements. Become an expert on product performance, peer performance, fund strategies and product positioning

Client Servicing Activities

  • Prioritising and delivering on client queries and reporting requirements of clients in a timely manner
  • Ensuring effective and timely preparation pre client meetings/calls and follow up post client meetings/calls to ensure monetisation of opportunities. This may involve preparing bespoke product pitch materials, sending performance analysis or competitor positioning pieces
  • Responding and supporting internal sales teams on all aspects of due diligence process
  • Coordinating within the different teams internally including legal, RFP, compliance, investment and sale teams
  • Compiling information on strategic client accounts for management reporting
  • Ensuring all meeting activity and updates are recorded in the relevant CRM system
  • Keeping abreast of competitors, market trends and any other factors affecting the wealth management industry

Knowledge/Experience:

  • Minimum 3-4 years financial services background
  • Strong knowledge in mutual funds, proven track record in client service relationship management, managing client expectations, and meeting deadlines.
  • Sound interest in building knowledge in financial markets is a must

Skills/Qualifications:

  • University graduate in a business or finance related discipline, CFA/ CAIA preferred
  • Strong interpersonal skills
  • Proficient in both written and spoken English. Cantonese/Mandarin preferred
  • Basic knowledge of Bloomberg and Morningstar usage preferred

Competencies:

  • Organisation and prioritisation skills is essential
  • Strong communication skills over email and telephone
  • Diligent
  • Analytical
  • Independent and professional
  • Strong networker

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