National Accounts Due Diligence and Reporting Analyst

Descripción del puesto

Position Summary We are seeking a detail-oriented, highly organized National Accounts Data and Reporting Analyst to join our team. This role is critical for supporting the growth of the intermediary business, internal platforms, broker dealers, and financial advisors by coordinating and drafting responses to Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and Requests for Information (RFIs). Key Responsibilities Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, …