Due Diligence Analyst

Cebu City, Cebu
Permanent
Full-time

3 days ago
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Overview of the RoleSupporting the Investment Solutions & Oversight team (ISO).The mission of this role is to coordinate and complete due diligence questionnaires (DDQs), requests for Information (RFIs) and other client-facing documentation and data templates that support PAMA’s distribution and client service efforts.This role requires strong writing skills, familiarity with large data sets, attention to detail and the ability to coordinate across multiple stakeholders to deliver high-quality, accurate and timely responses.Key Tasks:

Supporting the end-to-end completion of DDQs, RFIs and other due diligence documentation, ensuring high-quality, tailored responses that accurately reflect our investment capabilities

Completion of client governance questionnaires, which provide details of our business and our products’ investment and static data

Coordinating with Investment teams, Compliance, Risk, Operations and other internal stakeholders to source and verify information for questionnaire responses

Supporting the ISO team in maintaining centralised content library of standard responses, ensuring accuracy and currency across all product and capability areas

Supporting the maintenance of FSCs and other fund literature

Tracking and managing due diligence project timelines, ensuring deadlines are consistently met

Identifying opportunities to streamline and improve the due diligence response process, including the adoption of technology and automation tools

Requirements

Bachelor's degree in Finance, Commerce, Economics, Communications or a related discipline

Post-graduate qualifications or progress towards CFA, CAIA or similar designation is desirable

3–5+ years of experience in investment management, preferably in a due diligence, RFP writing, investment operations or client service role

Demonstrated experience completing institutional-quality DDQs and data templates.

Excellent written communication skills with the ability to articulate complex investment concepts clearly and concisely

Strong organisational and project management skills with the ability to manage multiple concurrent deadlines

Good working knowledge of the investment management industry, financial markets and institutional client requirements

High attention to detail and commitment to accuracy

Strong coordination skills and ability to work effectively across multiple teams and stakeholders

Proficiency in Microsoft Office (particularly Word and Excel); experience with RFP management platforms (i.e Qvidian) is a plus

Proactive, self-motivated and able to work independently

Benefits

500K per incident HMO coverage + Dental & Optical benefits
2-week paid Christmas vacation
Electricity & Data subsidies
25K Educational Assistance
Training and equipment will be provided
Fixed Schedule of Mon-Fri from 7 AM to 4 PM

VBP