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VBP

Ethical outsourcing solutions for financial firms

Due Diligence Analyst

Proposal ManagementPosted on Nov 13
Full-timeCebu City, PhilippinesNo salary listedHybrid

About the Job

Requirements

  • A Bachelor's degree in Finance, Commerce, Economics, Communications, or a related discipline.
  • Three to five or more years of experience in investment management, preferably in due diligence, RFP writing, investment operations, or client service.
  • Demonstrated experience completing institutional-quality due diligence questionnaires and data templates.
  • Excellent written communication skills and the ability to articulate complex investment concepts clearly and concisely.
  • Strong organisational and project management skills, including the ability to manage multiple concurrent deadlines.
  • Good working knowledge of the investment management industry, financial markets, and institutional client requirements.
  • High attention to detail and commitment to accuracy.
  • Strong coordination skills and the ability to work effectively across multiple teams and stakeholders.
  • Proficiency in Microsoft Office, particularly Word and Excel.
  • Ability to work independently.

Responsibilities

  • Support the end-to-end completion of due diligence questionnaires, requests for information, and other due diligence documentation, ensuring high-quality, tailored responses that accurately reflect investment capabilities.
  • Complete client governance questionnaires covering business details and products' investment and static data.
  • Coordinate with Investment teams, Compliance, Risk, Operations, and other internal stakeholders to source and verify information for questionnaire responses.
  • Support the ISO team in maintaining a centralised content library of standard responses and ensuring accuracy and currency across product and capability areas.
  • Support the maintenance of FSCs and other fund literature.
  • Track and manage due diligence project timelines to ensure deadlines are consistently met.
  • Identify opportunities to streamline and improve the due diligence response process, including adopting technology and automation tools.

Desired Qualifications

  • Post-graduate qualifications or progress towards CFA, CAIA, or a similar designation.
  • Experience with RFP management platforms such as Qvidian.

About the Company

VBP

Ethical outsourcing solutions for financial firms

VBP provides outsourced services to Australian financial firms, focusing on ethical and sustainable solutions. It delivers IT infrastructure, education and training, and information security to improve efficiency and protect data through long-term contracts. The company differentiates itself by its emphasis on inclusivity, social responsibility, and certifications like B Corp and ISO 27001, aligning profitability with environmental and social goals. Its goal is to be a trusted, long-term partner for finance sector clients, combining strong security, sustainable practices, and workforce development to support growth in the Australian market.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Australia
Founded
2013

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