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Portfolio Reporting Specialist

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œPrepares and reviews responses to RFPs, RFIs and DDQs.
 Coordinates and responds to complex RFPs, RFIs and DDQs
 Creates and develops written content to describe our investment philosophy and process across our strategies and accountable for ensuring responses are accurate, timely and appropriate
 Utilizes our internal databases of approved information and language (PMAPS) and coordinates closely with the teamfs global content manager to enhance and ensure optimal information for use across RFPs, RFIs and DDQs
 Monitors in-coming requests and is proactive in responding to requests, assigning work and problem solving more complex issues as needed
 Partners with Sales teams, Investment Specialists Legal and Compliance, and other internal groups to formalize strategy on response to complex requests
 Partners with team member to finalize client reporting
œInterprets information and statistical data.
 Gathers complex statistical data and information relating to investment strategies from databases and internal systems
 Ensures consistency with consultant/third party database information, and provides expertise to the Investment Information Services team, as needed
 Effectively prioritizes client/intermediary requests to ensure timely responses based on the relationship and the type of inquiry
 Provides direction and feed back to other associates and assists them in completing their assignments. May review RFPs/RFIs/client reports for others on the team, as needed.
 Serves as the subject matter expert to the business for RFP/RFI/DDQ/client reporting related information.
 Performs additional responsibilities as assigned.

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œ In-depth knowledge of investment strategies and general portfolio statistics and ability to analyze data and information
œ In-depth knowledge of industry tools and applications (e.g. PMAPS, FAMIS)
œ Strong computer skills (Word, Excel and PowerPoint)
œ Excellent writing skills and command of grammar in Japanese
œ Intermediate communication skill in English.
œ Strong attention to detail and organizational skills as well as ability to work independently and as part of a team.

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