National Accounts Strategy Associate

Job Summary

A company is looking for a National Accounts Strategy and Due Diligence Associate.

Key Responsibilities

• Manage due diligence coordination and maintain the DDQ pipeline across all national accounts
• Track platform onboarding progress and identify opportunities for expanding access
• Analyze fund performance and provide insights to inform strategic sales decisions

Required Qualifications

• 4 to 7 years of experience in asset management, platform due diligence, or ETF distribution
• Experience managing DDQs or related documentation for major platforms
• Strong analytical skills and proficiency in Excel and CRM tools
• Highly organized and deadline-driven
• Passion for ETFs and a desire to grow within a fast-paced environment