Senior Associate – DDQ Specialist

Posted Yesterday
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Gurugram, Haryana, IND
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Manage and complete RFPs, RFIs, DDQs and related documents for actively managed asset classes. Compile, edit, proofread and analyze responses; coordinate with subject matter experts; maintain content database; track multiple deliverables and deadlines to support new and existing business growth.
Summary Generated by Built In

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

Job DescriptionThe role is responsible for providing support to the RFP team within Columbia Threadneedle Investments, an Ameriprise Financial company. The role is for an experienced person to manage and complete RFPs, RFIs, DDQs and other documents across a broad range of actively managed asset classes, related to a) the growth of new business, b) the maintenance of existing business; to respond to ad hoc requests; to maintain qualitative content; as required.

Job Description
The role is responsible for providing support to the RFP team within Columbia Threadneedle Investments, an Ameriprise Financial company. The role is for an experienced person to manage and complete RFPs, RFIs, DDQs and other documents across a broad range of actively managed asset classes, related to a) the growth of new business, b) the maintenance of existing business; to respond to ad hoc requests; to maintain qualitative content; as required.

Responsibilities:
1. Strong experience in institutional RFP writing for active strategies in the asset management industry
2. Proven RFP compilation, editing, proof reading and analytical skills
3. Works to manage RFP / RFI / DDQ questionnaires to ensure timely submission
4. Draft new content with information available and / or by collaborating with various subject matter experts within the client team
5. Contribute to the maintenance of content database by updating the tool with accurate information

Required Qualifications:
1. Bachelor’s degree in Finance/Economics/Business or any related fields and/or MBA (Finance)
2. 3 –5 years of relevant experience in RFP for a global asset management firm
3. Good written and spoken English and application of English grammar; strong Word (editing) and Excel skills
4. Outstanding analytical skills and the ability to manage and interpret large amounts of data
5. Excellent organizational and project management skills to track and manage multiple deliverables with various process steps and deadlines
6. Team player and collaborative, but can also work autonomously, both with a critical focus on ensuring consistent delivery 

7. Proven experience in leading teams, driving strategic initiatives, and influencing process improvements to enhance efficiency and deliver long-term value

Preferred Qualifications:
1. Ability to use and maintain content database – Qvidian

In-Office Collaboration

We are a client-centric, relationship-based business. Working together in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Marketing/Product Management

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • Bachelor's degree in Finance/Economics/Business or related field and/or MBA (Finance)
  • 3-5 years relevant experience in RFPs for a global asset management firm
  • Strong experience in institutional RFP writing for active strategies
  • Proven RFP compilation, editing, proofreading and analytical skills
  • Ability to manage RFP / RFI / DDQ questionnaires to ensure timely submission
  • Draft new content by collaborating with subject matter experts
  • Contribute to and update content database with accurate information
  • Good written and spoken English with strong application of English grammar
  • Strong Microsoft Word (editing) and Excel skills
  • Outstanding analytical skills and ability to manage and interpret large amounts of data
  • Excellent organizational and project management skills to track multiple deliverables and deadlines
  • Team player, collaborative and able to work autonomously with consistent delivery
  • Proven experience in leading teams, driving strategic initiatives, and influencing process improvements
  • Ability to use and maintain content database - Qvidian
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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