Client DDQ & Fund Reporting Specialist

WisdomTree; Greater London; On-site; GBP 26,000 - 38,000; Full time

Job summary

WisdomTree is seeking an entry-level candidate to join the Client Proposals and Regulatory Fund Reporting team in the UK. You will support the writing and coordination of client DDQs, RFPs and regulatory reporting, while improving internal processes and managing databases.

The role requires familiarity with DDQ/RFI processes in financial services, strong English drafting skills, and proficiency in Excel for data management and validation.

Qualifications

• Familiarity with DDQ/RFI processes in financial services.
• Experience drafting client responses and policy documents in English.
• Ability to learn and apply TPT/EMT/EPT/EET reporting frameworks.

Responsibilities

• Contribute to writing, coordinating, and reviewing DDQ/RFI responses across WisdomTree Europe product range.
• Collaborate with internal contributors and subject matter experts to finalise replies.
• Draft clear, concise DDQ responses from various sources for clients.
• Meet internal and external deadlines by setting priorities and dates.
• Refine materials with Sales to meet client needs and internal standards.
• Follow established approval processes for each DDQ request.

Skills

DDQ/RFI process familiarity

English writing/editing

Excel/data validation

Project management

Independent work

Tools

Microsoft Excel

Job description

WisdomTree is seeking an entry-level candidate to join the Client Proposals and Regulatory Fund Reporting team in the UK. You will support the writing and coordination of client DDQs, RFPs and regulatory reporting, while improving internal processes and managing databases.

The role requires familiarity with DDQ/RFI processes in financial services, strong English drafting skills, and proficiency in Excel for data management and validation.