Assistant Manager, Due Dilligence Questionnaire, Business Engineering

CACEIS; Putrajaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

CACEIS Malaysia is seeking a capable professional to join the Business Engineering team in IOI City, Putrajaya. You will collaborate with Relationship Management, Coverage and other units to prepare high-quality responses for client inquiries and due diligences.

You will leverage our BETSIE AI tool to generate tailored content, maintain up-to-date databases, and drive process improvements. Strong written English and cross-functional coordination are essential.

Qualifications

• University Degree or equivalent.
• 3-5 years in Financial Industry.
• Due diligence experience or transversal function experience.
• Good knowledge on Financial Markets.
• Ability to draft clear, structured documentation.
• Excellent communication and interpersonal skills in English.
• Operational experience in more than one product line.
• Strong planning, organization and management skills.
• Exceptional writing skills.
• Strong analytical and synthesis skills.
• Experience in process optimisation and continuous improvement.

Responsibilities

• Work alongside the Business Engineering team/ relationship management/coverage on requests.
• Ensuring the completeness and quality of responses to client questions and responses to due diligences.
• Effective utilization of our artificial intelligence tool “BETSIE” for the generation of responses and to work alongside contributors for bespoke/ new content.
• Communication and networking with contributors from all business units in different CACEIS jurisdictions for better bespoke/ new content.
• Working alongside the content manager to ensure the database is up-to-date
• Drive ideas and improvements within the team
• Cross functional support on RFIs/RFPs
• Mentor/junior support: provide guidance to junior team members on methods, tools and ways of working, where applicable.
• Lead the analysis and documentation of business processes, identifying efficiency gains, risk reduction opportunities, and automation/improvement possibilities.
• Promote standardisation and best practices in methodology, documentation and tools within the Business Engineering team and encourage knowledge sharing within Business Engineering.
• Provide cross-functional support for RFP’s/ RFI’s.

Skills

Due diligence

English communication

Analytical skills

Documentation writing

Process improvement

Project management

Education

Bachelor's degree

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Work alongside the Business Engineering team/ relationship management/coverage on requests.

Ensuring the completeness and quality of responses to client questions and responses to due diligences.

Effective utilization of our artificial intelligence tool “BETSIE” for the generation of responses and to work alongside contributors for bespoke/ new content.

Communication and networking with contributors from all business units in different CACEIS jurisdictions for better bespoke/ new content.

Working alongside the content manager to ensure the database is up-to-date

Drive ideas and improvements within the team

Cross functional support on RFIs/RFPs

Demonstrate strong leadership and a collaborative mindset, fostering a positive team spirit and encouraging knowledge sharing within the team.

To support the Business Engineering team on the incoming due diligences that are received from Relationship Managers/ Coverage/ Client.

Provide high quality responses to due diligences questionnaires and ensure timely delivery to contribute to client satisfaction.

Communicate efficiently with contributors from other business lines.

Show high ownership and accountability, proactively driving topics to completion and following through on commitments.

Manage pressure and changing priorities effectively, while maintaining accuracy, quality, composure and reliability in a demanding environment.

Lead the analysis and documentation of business processes, identifying efficiency gains, risk reduction opportunities, and automation/improvement possibilities.

Promote standardisation and best practices in methodology, documentation and tools within the Business Engineering team and encourage knowledge sharing within Business Engineering.

Provide cross-functional support for RFP’s/ RFI’s.

Mentor/junior support: provide guidance to junior team members on methods, tools and ways of working, where applicable.

Demonstrate resilience and openness to feedback, learning from setbacks and continuously improving performance.

Project and Change Management

Suggest, initiate and participate in business line and business engineering improvement projects.

Review, update and enhancement of Notebooks/ Standard Due Diligences/ Procedure(s).

Standardize and document processes, workflows and procedures resulting from projects and change initiatives.

Support the Manager in managing day-to-day team activities and priorities, ensuring timely delivery of projects and initiatives.

Identify, track and mitigate risks and issues, escalating when needed and proposing remediation actions.

What do you need to succeed?

Must-have

University Degree or equivalent

3-5 years in Financial Industry.

Due diligence experience or experience in transversal function(s) (Product/ process/marketing)

Good knowledge on Financial Markets in general

Ability to draft clear, structured documentation

Excellent communication and interpersonal skills with proficiency in written and spoken English

Operational experience in more than one product line

Sound planning, organization and management skills

Exceptional writing skills

Strong analytical and synthesis skills

Experience in process optimisation and continuous improvement

What is the opportunity?

CACEIS Malaysia has been a cornerstone of asset servicing since 2008, evolving into a trusted hub of operational excellence within the global CACEIS network. Strategically located in IOI City, Putrajaya, the company employs over 1,200 skilled professionals, providing a broad spectrum of services to institutional clients across Europe. These services include Custody & Cash Clearing, Fund Administration, Fund Distribution, Master Data Services, Market Solutions, Group Invoicing, Reconciliations and Private Equity & Real Estate Solutions. As a centre of excellence, CACEIS Malaysia plays a pivotal role in driving the scalability of global operations, enhancing service quality, and implementing standardized processes to meet the diverse needs of its clients. The dedicated team in Malaysia is committed to delivering reliable, high-quality solutions that empower clients to thrive in a dynamic and competitive financial landscape.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A world-class training program in financial services
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded