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Cape Town: DDQ & Reporting Specialist posted by Hire Resolve

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Job Description

About the Role

A leading Investment and Asset Management company in Cape Town is seeking a skilled DDQ & Reporting Specialist to join their team. As a key member of the team, you will utilize your knowledge and communication abilities to effectively respond to requests for proposals (RFPs), due diligence questionnaires (DDQs), and other reports, providing clients and consultants with high-quality, consistent, and concise information in both quantitative and qualitative terms.

Key Responsibilities

  • Along with colleagues, complete DDQ, RFP, specialized investment reports, ad hoc surveys, and other information requests to identify and interpret information requirements.
  • Coordinate with different stakeholders to develop, improve, and complete responses.
  • Produce full quarterly client reports and UCITS regulatory board reports.
  • Assist with the development and completion of all ESG reports and the ESG analyst’s reporting on ESG issues.
  • Independently produce unique content for peer review or update current content considering changing client priorities or regulatory requirements.
  • Keep up with changes in product branding and positioning to ensure that funds are communicated to clients in an accurate and effective manner.
  • Collaborate & work in Teams to deliver required service.

Requirements

  • Excellent verbal and written communication skills.
  • Excellent attention to detail.
  • Process driven & excellent problem solving.
  • Self-Stater with proactive attitude.
  • MS Office skills.
  • Adaptive and Flexible.
  • Ability to work in a fast-paced environment.

Qualifications

  • Bachelor’s Degree or BCom (Honors) degree (preferable).
  • Minimum 3 years of experience in distribution and client reporting within the fund Management industry.
  • Knowledge of institutional & retail distribution channels.
  • Knowledge of Financial Markets.
  • Familiar with DDQ content Management.
  • Content Writing experience within Fund Management or Analytically based financial content writing.
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[DO NOT include a “How to Apply” section – this is added automatically]

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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