Junior Client Questionnaire Project Coordinator
Core
Coordinate the production and delivery of high-quality Due Diligence Questionnaires (DDQs) for clients, managing submissions from initial review through final delivery.
Role type
Junior Project Coordinator (Due Diligence)
Builds
Due Diligence Questionnaires (DDQs) for financial services clients
Domain
Financial Services / Investment Banking
Required skills
Project management, Attention to detail, Proofreading, Copy-editing, Microsoft Office proficiency, Database management
Preferred skills
Monday.com, Seismic, Qvidian
Technologies
Qvidian, Monday.com, Seismic
Responsibilities
Perform initial reviews of incoming DDQ requests, Coordinate submissions and kick-off calls, Draft and populate responses using standard content library, Proofread and copy-edit responses, Liaise with SMEs and Client-Facing Teams, Support technology platform administration
Seniority
Junior, hands-on IC