Position Overview
Kuala Lumpur, Malaysia | Posted on 03/31/2026
Responsibilities
- Identify opportunities to improve productivity across departments using AI tools and automation platforms
- Implement AI-driven workflows to reduce manual tasks and streamline processes
- Research and deploy emerging AI solutions relevant to financial services and capital raising businesses
- Build internal automation systems for data processing, document creation, and reporting
- Develop AI-assisted systems to support the capital raising team
- Automate lead generation, contact enrichment, and outreach workflows
- Improve CRM workflows and automation (HubSpot or equivalent)
- Build tools that help the team identify and prioritise potential investors and allocators
- Support automation of meeting preparation, investor research, and follow-up processes
- Implement AI tools to support marketing campaigns and investor communic...