Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.Barron\u2019s has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.Position SummaryInteractive Brokers is seeking a detail-oriented Enterprise DDQ/RFP Analyst to join our global team and serve as a key liaison between prospective institutional clients and internal subject matter experts. This role will be instrumental in supporting business development efforts by managing the end-to-end process of Due Diligence Questionnaires (DDQs) and Request for Proposals (RFPs) across all IBKR entities worldwide. The successful candidate will work on the ongoing build out and maintenance of our RocketDocs database platform to streamline and enhance our response capabilities.Key ResponsibilitiesDDQ/RFP ManagementManage global DDQ and RFP requests from institutional clients and prospects across all Interactive Brokers entitiesCoordinate with internal stakeholders to ensure timely, accurate, and comprehensive responsesReview and analyze client requirements to determine appropriate response strategiesMaintain response quality standards and ensure consistency across all submissionsTrack and report on DDQ/RFP pipeline, success rates, and performance metricsDatabase Management & TechnologyLead the build-out and implementation of the RocketDocs database platformDevelop and maintain a comprehensive library of standardized responses and supporting documentationEnsure database accuracy, currency, and accessibility for global teamsContinuously optimize database structure and content based on emerging client needs and regulatory requirementsTrain team members and stakeholders on database functionality and best practicesStakeholder Management & CollaborationPartner with department heads and subject matter experts (SMEs) across Legal, Compliance, Risk Management, Technology, Operations, and FinanceFacilitate knowledge transfer sessions and maintain strong working relationships with internal teamsCoordinate review cycles and approval processes with appropriate stakeholdersServe as primary point of contact for DDQ/RFP-related inquiriesProcess Improvement & StrategyIdentify opportunities to streamline DDQ/RFP processes and improve response timesDevelop standardized templates, workflows, and proceduresMonitor industry trends and competitor approaches to enhance our competitive positioningSupport business development initiatives through market intelligence gathered from client requestsRequired QualificationsEducation & ExperienceBachelor’s degree in Business, Finance, Economics, or related field3-5 years of experience in financial services, preferably with exposure to institutional sales, client onboarding, or business developmentPrevious experience with DDQ/RFP processes in brokerage, asset management, or related financial services environmentTechnical SkillsProficiency with database management systems and content management platformsExperience with RocketDocs or similar DDQ/RFP management software (preferred)Advanced Microsoft Office Suite skills, particularly Excel and PowerPointFamiliarity with CRM systems and project management toolsCore CompetenciesExceptional written and verbal communication skillsStrong analytical and problem-solving abilitiesExcellent project management and organizational skillsAbility to work effectively across multiple time zones and cultural contextsDetail-oriented with strong quality control mindsetAbility to manage multiple priorities and meet tight deadlinesPreferred QualificationsExperience working with global financial services organizationsKnowledge of regulatory frameworks across multiple jurisdictionsUnderstanding of prime brokerage, execution services, and institutional tradingExperience with process automation and workflow optimizationApply for this job*indicates a required fieldFirst Name *Last Name *Preferred First NameEmail *PhoneCountryPhoneResume/CVEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfPrivacy Disclosure *Statement of AcknowledgementInteractive Brokers (“IBKR”) is committed to protecting the privacy of its users. 1. 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(REQUIRED) * Select...Do you have experience with DDQ/RFP processes in brokerage, asset management, or related financial services environment? *I certify that all information I have provided in order to apply and secure employment with this employer is true, complete and correct.I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer\u2019s service, whenever it is discovered. *
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