Kam Khera-Dharwar

Management of DDQ Processes: - Oversee the preparation, completion, and review of DDQs for clients, ensuring accurate and appropriate responses are provided and deadlines are met. - Maintain a library of standard responses to frequently asked questions, ensuring consistency and accuracy. - Coordinate with different departments such as legal, compliance and product teams to gather relevant information for DDQs. Collaboration with Internal Stakeholders: - Work closely with RFP team to ensure consistent responses are provided where there are similar ques ons asked. - Work closely with the Client Solutions team to understand the current positions of the client and any relevant context that may be helpful for completing the DDQ’s, and ensuring relevant individuals are kept updated and part of the process. - Partner with compliance and legal teams to ensure all responses meet regulatory standards and are up to date with industry changes. Data Management and Reporting: - Develop and maintain a central client repository for all completed DDQs and related materials. - Ensure documenta on is consistently reviewed and updated to reflect current product offerings, policies, and procedures. - Provide regular reports to senior management on DDQ trends, melines, and key issues raised in client DDQs. Client Interaction and Support: - Support the distribu on team by responding to clients’ due diligence requests in timely and professional manner. - Handle escalations related to DDQs and assist in managing client expectations during the due diligence process. Process Improvement and Efficiency: - Continuously evaluate and improve DDQ processes and systems for efficiency. - Implement and manage technology solutions to streamline DDQ management. Training and Development: - Provide training and guidance to junior staff members on DDQ best practices. - Conduct regular knowledge-sharing sessions within the team to improve understanding of DDQ responses and processes. Regulatory Compliance

Main responsibilities: • Responsible for developing and creating effective Request for Proposals (RFPs), Request for Information (RFIs), Due Diligence Questionnaires (DDQs) and Ad Hoc queries from new and existing Institutional and Wholesale clients and distributors of JPMAM’s products and services • Engaging closely with the Client Advisors and Client Account Managers to ensure responses are tailored to the client’s needs with a focus on winning and retaining business ​ • Writing accurate, compelling and client-focused RFP/RFI/DDQ responses that meets the client’s needs to ensure business growth and success • Update, develop and maintain in-house RFP database to enhance knowledge content for future use by liaising with Subject Matter Experts in other areas of the business e.g., Sales team, Portfolio Analysis Group, Client Portfolio Managers, Client Account Management, Compliance, Legal, Finance, Trading and other departments • Experience and knowledge of the firms’ products across asset classes to include Equities, Fixed Income, Multi-Asset Solutions and Alternatives • Engage and collaborate with colleagues globally across three regions, the Americas, EMEA and APAC (primarily London, New York, Luxembourg, Frankfurt, Hong Kong and Mumbai) • Excellent written and verbal communication skills and natural team player. • As an experienced Senior Writer, I play an active role in training colleagues and new joiners • Reviewing and signing-off colleagues completed responses/documents before submission • Act as a point of support for the team when team lead is unavailable/holiday. • Assign and manage pipeline of requests in spectrum workflow, ad hocs workflow, maintain team mailbox and update team tracker

Main responsibilities: ​ • To complete RFPs, RFIs and DDQs across all major asset classes for the Institutional and Wholesale teams • To update and maintain RFP database (Qvidian) with responses and customise new responses to improve the quality of RFPs • Produce high quality data for use in RFPs and consultant databases. • Follow the appropriate processes in place for the maintenance of all product-related information, on a monthly, quarterly or as need basis, to support SWIP’s business development teams to win new business • Provide monthly and quarterly updates on the firm and products to external vendors. • To update and maintain consultant databases on monthly and quarterly basis • Provide sales support to Institutional & Wholesale teams. Purpose is to assist in winning or retaining business. Build strong relationships with key stakeholders • Ensure compliance with all legislative regulatory requirements including company policy and reporting requirements in order to reduce risk and operational loss for the Group and having an understanding of all asset classes – specifically Real Estate, Global Equities and Fixed Income

- Support retail and institutional sales and client retention by responding to investment related queries from key clients, consultants and prospects. - Enhance and manage the provision of timely and accurate portfolio and fund data to internal and external clients. This will include the provision of data to RFP team, Investment Communications, external research agencies and sophisticated clients. Main responsibilities: - Responding to written requests for investment information (RFPs) on Invesco Perpetual’s fund management capability and fund range on time and to a high professional quality. - Working closely with product directors, fund managers and relevant marketing and sales staff as well as other members of the Investment Communications team. - Responsible for client reporting by providing product information to external vendors and consultants and updating consultant databases. - Own and update generic responses on the team directory. - Key areas of product knowledge include: UK Fixed Income Products and defined Contribution (DC) Pensions. - Continually updating and deepening my product knowledge.

Main responsibilities: • Processing new applications onto Sipp-Pro management system • Dealing with pension transfers to and from providers • Responsible/training a junior SIPPS administrator • Working within an IFA environment • Assist in providing financial planning to existing portfolio of clients via IFA’s

Main responsibilities: • Dealing with internal/external clients and inputting new entrants onto Midas system • Preparation of renewal benefits statements and maintaining scheme files • Demonstrating good interpersonal, organisational and communication skills