Client Services Lead — Pitchbooks & Data

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

AMBITION GROUP SINGAPORE PTE. LTD. is seeking a capable professional to support the production of standard pitchbooks and sales materials across the business.

You will aggregate and transform data using Excel-based templates, ensuring information is accurately represented in presentations and materials, while adhering to brand and compliance guidelines. Collaborate with sales, investments, risk management, operations and other functions to maintain up-to-date pre-sales content.

Qualifications

• Degree in related field.
• Minimum 1-3 years of financial/investment experience.

Responsibilities

• Responsible for supporting the production of standard pitchbooks and other sales materials used across the business.
• Aggregating and transforming data using tailored excel-based templates, applying product knowledge to ensure information is accurately represented in presentations and materials.
• Responding to information requests and completing due diligence questionnaires that articulate the firm's investment capabilities and operating structure.
• Ensure materials are accurate, current, and aligned with brand guidelines and compliance.
• Collating, drafting and updating both investment and non-investment content to reflect the firm's activities.
• Partner with sales, investments, risk management, operations, compliance and other functions to maintain a central repository of pre-sales content.
• Other ad hoc duties as assigned.

Skills

Data aggregation

Data transformation

Presentation materials

Education

Degree in related field

Tools

Excel

Job description

AMBITION GROUP SINGAPORE PTE. LTD. is seeking a capable professional to support the production of standard pitchbooks and sales materials across the business.

You will aggregate and transform data using Excel-based templates, ensuring information is accurately represented in presentations and materials, while adhering to brand and compliance guidelines. Collaborate with sales, investments, risk management, operations and other functions to maintain up-to-date pre-sales content.