Assistant Manager, Due Dilligence Questionnaire, Business Engineering

CACEIS Malaysia; Putrajaya; On-site; MYR 100,000 - 167,000; Full time

Benefits offered by this job

Medical

Education support

Dental

Sports (Gym)

Parking Allowance

Shift Allowance

Optical Benefits

Job summary

CACEIS Malaysia, located in IOI City, Putrajaya, is seeking a results-driven Due Diligence Specialist to join the Business Engineering team. You will manage responses to due diligences, collaborate with Relationship Managers and other units, and contribute to client satisfaction through accurate, timely documentation.

You will leverage BETSIE, draft high quality content, and mentor junior colleagues while driving standardisation of processes and notebooks.

Qualifications

• 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

Responsibilities

• Work with the Business Engineering team on requests and due diligence responses.
• Utilize BETSIE AI tool to generate responses and collaborate on bespoke/new content.
• Provide high quality responses to due diligences questionnaires and ensure timely delivery.
• Lead analysis and documentation of business processes to identify efficiency gains, risk reduction, and automation opportunities.
• Promote standardisation and best practices in methodology, documentation, and tools within the team.
• Mentor/junior support for guidance on methods, tools and ways of working.
• Support RFPs/RFIs cross-functionally.
• Demonstrate resilience and openness to feedback and continuous improvement.

Skills

Due diligence

Financial markets knowledge

Excellent writing skills

Strong communication skills

Education

University Degree or equivalent

Tools

BETSIE

Notebooks

Job description

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

Unlock job insights

Your application will include the following questions:

• What's your expected monthly basic salary?
• How many years' experience do you have as a Due Diligence Specialist?

CACEIS Malaysia has been a cornerstone of asset servicing since 2008, now a trusted hub of operational excellence within the global CACEIS network. Located in IOI City, Putrajaya, the company employs over 1,200 skilled professionals, providing a broad spectrum of services to institutional clients across Europe including Custody & Cash Clearing, Fund Administration, Fund Distribution, Master Data Services, Market Solutions, Group Invoicing, Reconciliations and Private Equity & Real Estate Solutions. 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.

CACEIS Malaysia has been a cornerstone of asset servicing since 2008, now a trusted hub of operational excellence within the global CACEIS network. Located in IOI City, Putrajaya, the company employs over 1,200 skilled professionals, providing a broad spectrum of services to institutional clients across Europe including Custody & Cash Clearing, Fund Administration, Fund Distribution, Master Data Services, Market Solutions, Group Invoicing, Reconciliations and Private Equity & Real Estate Solutions. 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.

Perks and benefits Medical Education support Dental Sports (e.g. Gym) Parking Allowance, Shift Allowance, Optical Benefi