Our client is a leading global investment management firm with an established foothold across the Asia-Pacific region, providing tailored investment solutions to institutional clients.
about the job.
- Formulate and refine custom presentation materials and commercial collateral using structured templates to ensure accurate portfolio representation
- Draft, update and enhance detailed due diligence questionnaires
- Partner cross-functionally with investment, risk, operations, and compliance teams to maintain a comprehensive repository of pre-sales content
- Ensure all messaging remains current, accurate, and aligned with corporate brand standards and regulatory frameworks
- Support automation and technology-driven initiatives designed to streamline document production and optimize workflow efficiency
skills and experience required.
- Possess a tertiary degree with relevant experience in asset management, securities, or private banking environments
- Strong writing and editing skills, with a proven ability to craft clear responses for due diligence questionnaires
- Good knowledge of financial markets, investment concepts, and strong numerical proficiency
- High attention to detail and strong interpersonal skills for effective stakeholder engagement
- Proficiency in Microsoft Office applications, particularly spreadsheet and presentation tools
If you would like to find out more about this role, please click apply below.
EA: 94C3609 / R1223887