ETF DDQ

Company Description

First Trust Global Portfolios (FTGP) is a privately owned financial services firm established in 1991. With core principles focused on transparency, innovative solutions, long-term investment, and disciplined portfolios, FTGP specializes in providing rules-based, thematic, and actively managed strategies in equities, fixed income, and alternatives. Our regional sales teams work closely with clients to distribute a range of single-country, regional, and global solutions across the world. First Trust is currently one of the fastest growing ETF providers globally.

Role Description

This is a full-time on-site role for an ETF DDQ & RFI Specialist located in the London Area, United Kingdom. The specialist will be responsible for day-to-day tasks including due diligence questionnaire (DDQ) completion, request for information (RFI) management, document preparation, and maintaining strong relationships with internal and external stakeholders. The specialist will also be involved in conducting research, analyzing data, and supporting the development and implementation of ETF strategies.

Qualifications

• Strong knowledge of ETFs and the investment management industry
• Experience in completing DDQs and managing RFIs
• Familiarity with regulatory requirements and industry standards
• Analytical and research skills
• Excellent written and verbal communication skills
• Attention to detail and organizational skills
• Ability to work independently and collaborate with cross-functional teams
• Familiarity with Diligence Vault or similar
• Relevant certifications (e.g., CFA, CAIA) are beneficial