Due Diligence Analyst

Overview of the Role

Supporting 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​
• Visit website

ABOUT US

VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.

Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.

HOW WE STARTED

In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.

Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.

We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.

These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.

WHAT WE OFFER

we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:

Accounting, Bookkeeping, and Report Management

Financial Planning Assistance

Mortgage Broking Assistance

Paraplanning

In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.

To learn more about us, visit http://vbp.au.

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