Title: Due Diligence Coordinator
Type: Direct Hire
Location: Alpharetta, GA
We are seeking a highly motivated and detail-oriented Due Diligence Coordinator to join our client. This person plays an integral role in client's business development and client retention efforts by developing competitive, high-quality due diligence (inclusive of requests for proposal, requests for information, due diligence questionnaires, and 15(c) inquiries) responses and proposals from start to finish. The successful candidate will be responsible for leading the response development process – from kickoff and work plan development to document production, editing and final review. The position is located in Alpharetta, Georgia, and will be part of the Compliance Department.
Responsibilities:
- Preparing and responding to due diligence requests, particularly highly complex requests and/or those deemed to be organizational priorities.
- Writing/editing content to be used to respond to due diligence and other client requests that is thorough, accurate, and highlights client's products and services for competitive advantage and maximum impact.
- Building relationships and proactively interacting with due diligence stakeholders (such as Senior Leadership, Compliance, Investment Management and Sales) to keep abreast of current information related to the firm, its strategies, and initiatives for the future.
- Preparing and responding to monthly, quarterly, annual and ad hoc client service requests.
- Continuously improving the accuracy and relevancy of all information contained in the due diligence response repository.
- Participating in various projects aimed at improving the overall efficiency of the due diligence response and client requests processes.
- Track completed due diligence responses and client service requests to help maintain firm-wide statistics.
- Assist in the completion of quarterly and annual compliance questionnaires received from clients and third parties.
- Working in a demanding environment with a multitude of overlapping deadlines.
- All other duties as assigned.
Qualifications:
- Bachelor’s Degree or equivalent experience is required.
- Due diligence experience preferred.
- Experience within the asset management and/or registered fund (mutual funds, ETF’s) industries is preferred.
- Excellent writing and communication skills with the ability to address technical investment-oriented detail in a clear, concise, and compelling manner.
- Possess a high level of initiative and be a self-starter, self-directed, and highly motivated.
- Solid organizational skills with strong attention to detail.
- Critical thinking, quantitative skills, and the ability to understand and interpret detailed information.
- Ability to build and maintain strong relationships with both external and internal business partners.
- Experience leading and/or participating in a cross-functional project team environment.
- Ability to learn quickly and work independently, but also to contribute as part of a team.
- Flexibility to work beyond standard business hours as needed.
- Proficient in Microsoft Office Suite.
- Experience with an RFP content management database a plus.
- Align with client Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility.
What client offers:
- PTO plus 10 paid holidays
- Flexible Working Benefits
- Daily Paid Lunch for Onsite Employees
- Onsite Gym Discount
- Medical, Dental, Vision
- EAP and Telehealth with Mental Health Support
- Short and Long Term Disability
- SIMPLE IRA with up to 3% Match
About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation.
California Applicant Notice: SPECTRAFORCE is committed to complying with the California Privacy Rights Act (“CPRA”) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting NAHR@spectraforce.com.
LA County, CA Applicant Notice: If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer.
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position's starting pay is: $65000.00/yearly.
