National Accounts Data & Reporting Analyst, Clark Capital

Key Responsibilities

• Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, and ensuring all intermediary platform questionnaires are submitted accurately and on time.
• Interface with various internal teams including Portfolio, Product, Human Resources, and Compliance to gather updated product data, investment philosophies, and organizational metrics.
• Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.
• Maintain, and systematically update our centralized proposal content library with refreshed product statistics and narrative updates.
• Route all drafted responses through formal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.
• Assist the broader internal teams with special projects and audits as needed.

Qualifications & Skills

• Bachelor's degree in finance, Economics, Marketing, Communications, or a related business field is preferred.
• Three to five years of experience within financial services, investment management, or asset management are highly preferred.
• Fundamental understanding of financial markets and investment vehicles is preferred.
• High proficiency with Microsoft Office (specifically Word and Excel). Comfort learning specialized software, such as RFP automation tools or CRM platforms such as Salesforce.
• Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
• Exceptional time management skills, with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.