Investment Analysis & Fund Management (Associate / Senior Associate)
Evaluate investment opportunities, shape fund operations, and engage with investors in a Malaysia-based firm spanning private equity, private credit, and alternatives.
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Position Overview
Our client is an established firm in the private equity and investment management industry, with over 15 years of industry experience and an international presence across the US, UK, Asia, and the UAE. The firm operates within Malaysia's regulated investment sector as a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia.
Its investment activities span private equity, private credit, and alternative investments, with opportunities involving private businesses, growth-oriented companies, real estate, and business financing.
We are seeking an analytical and detail-oriented Investment Analysis & Fund Management to support investment evaluation, financial modeling, fund operations, and investor relations. This role is suited to a finance professional with a strong understanding of investment fundamentals who can conduct due diligence, assess financial performance, maintain fund documentation, and prepare reports to support investment decisions.
Key Responsibilities
Investment Analysis & Due Diligence
Conduct due diligence on potential investment opportunities, including financial statement analysis, market research, and risk assessment.
Evaluate the financial viability and strategic fit of potential investments based on established investment criteria and mandates.
Develop financial models and perform valuation, scenario, and investment return analyses to assess potential risks and returns.
Prepare investment memoranda, reports, and presentations for senior management and investment committees, highlighting findings and recommendations.
Monitor existing investments by analyzing financial performance, relevant metrics, market trends, and industry developments.
Review and refine investment valuation methodologies and financial models to support investment decision-making.
Collaborate with internal teams, external advisers, and relevant stakeholders throughout the investment evaluation process.
Fund Operations & Administration
Coordinate fund administration activities with external service providers, including fund administrators, custodians, legal counsel, and auditors.
Support the accurate and timely processing of fund transactions, including subscriptions, redemptions, and capital calls.
Maintain fund documentation, including legal agreements, information memoranda, limited partnership agreements, and subscription agreements.
Prepare and coordinate periodic financial statements, fund performance reports, and related documentation.
Monitor fund expenses, fee calculations, and cash flows.
Collaborate with internal teams and external auditors to support fund audits, regulatory inspections, and related documentation requirements.
Investor Relations & Fundraising Support
Maintain communication and engagement with existing and prospective investors.
Coordinate investor meetings, conference calls, and events, and prepare investor presentations and supporting materials.
Respond to investor inquiries and provide updates on fund performance, investment activities, and market developments.
Assist with investor communication initiatives, including newsletters, website content, and other investor-facing materials.
Participate in fundraising activities, including pitch meetings, roadshows, and investor conferences.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field.
2–4 years of relevant experience in investment analysis, private equity, corporate finance, asset management, fund operations, or related financial services.
Solid understanding of financial statements, valuation methodologies, and investment fundamentals.
Strong financial modeling and Microsoft Excel skills.
Proficiency in PowerPoint; familiarity with financial research platforms such as Bloomberg or Capital IQ is an advantage.
Strong analytical, critical-thinking, and problem-solving skills, with close attention to detail.
Excellent written and verbal communication skills, including the ability to prepare and present clear investment recommendations.
Strong English communication skills are a must.
Mandarin proficiency is preferred. Cantonese proficiency is an advantage.
Proactive, self-motivated, and able to work independently and collaboratively in a fast-paced environment.
Ability to manage multiple tasks under tight deadlines while maintaining professionalism and integrity.
CFA Level I or another relevant professional certification is an advantage.
Why Join?
Gain exposure to private equity, private credit, and alternative investment opportunities.
Work with experienced investment professionals in an international investment environment.
Develop expertise across investment analysis, financial modeling, fund operations, and investor relations.
Contribute to investment evaluation and fund management activities.
Pursue professional development and long-term career growth.
Compensation & Benefits
Competitive remuneration framework.
Opportunities for professional development and career progression.
Specific salary and benefits details will be discussed during the recruitment process.
The final compensation structure, performance targets, benefits, and employment terms will be discussed during the recruitment process with the end-client.
- Department
- Sales & Business Development
- Locations
- Cyberjaya, Greater Kuala Lumpur, Malaysia, Greater Kuala Lumpur, Malaysia
- Employment type
- Contract