Client Business Associate RFP/DDQ - Michael Page Finance : Job Details

Client Business Associate RFP/DDQ

Michael Page Finance

Job Location : London, UK

Posted on : 29/08/2025 - Valid Till : 12/09/2025

Job Description :

Client Business Associate (RFP/DDQ) role is a 12-month contract within the Client Reporting team, supporting global distribution and servicing efforts. The Client Business Associate position combines analytical client reporting responsibilities with the preparation of key client materials to strengthen relationships and drive business growth.

Client Details

The client is a global financial services firm with a collaborative and intellectually curious culture, committed to building long-term partnerships through exceptional client service. They operate across multiple regions with a focus on institutional clients, consultants, and high standards of professionalism and integrity.

Description

The responsibilities of the Client Business Associate (RFP/DDQ) position include:

  • Produce and maintain accurate client reporting materials, including performance, risk, and portfolio data.
  • Support requests for proposals (RFPs), due diligence questionnaires (DDQs), and consultant databases.
  • Create and manage client-facing materials such as presentations and investment summaries.
  • Work with technology teams to refine reporting processes and streamline business workflows.
  • Partner with Client Managers to respond to product, firm, and investment-related queries.

Profile

The ideal Client Business Associate (RFP/DDQ) candidate will be client-focused, analytical, and detail-oriented, with strong written and verbal communication skills. They should be a self-starter who enjoys problem-solving, demonstrates sound judgement, and has experience working on DDQs and RFPs in the financial services sector.

Job Offer

The successful candidate will benefit from professional autonomy, continuous learning opportunities, and exposure to a global client base. They will also be part of a culture that values growth and collaboration based in the City of London.

Salary : 67500 - 82500

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