Senior Investment Associate

About the role:

Founded in 2011, the company is a licensed Private Equity Management firm regulated by the Securities Commission Malaysia across Asia.

The firm is supported by a team of experienced investment professionals and operates in a fast-paced, performance-driven environment.

Responsibilities:

Investment Analysis and Evaluation

• Conduct comprehensive due diligence on potential investment opportunities, including financial statement analysis, market research, and risk assessment.
  
• Assess the financial viability and strategic alignment of prospective investments against established investment criteria and mandates.
  
• Develop detailed financial models and perform scenario analysis to evaluate potential returns, risks, and investment outcomes.
  
• Prepare investment memorandums and presentations for senior management and investment committees, presenting key findings, analysis, and recommendations.
  
• Monitor and evaluate the performance of existing investments by reviewing financial metrics, market trends, and industry developments.
  
• Work closely with internal teams, external advisors, and key stakeholders to support investment evaluation and decision-making.
  
• Regularly review and enhance investment valuation methodologies and financial models to ensure accuracy and relevance.
  

Fund Administarion and Operations

• Coordinate fund administration activities with external service providers, including fund administrators, custodians, and legal counsel.
  
• Ensure the accurate and timely processing of fund-related transactions, including subscriptions, redemptions, and capital calls.
  
• Maintain and manage fund documentation, including legal agreements, Information Memorandums, Limited Partnership Agreements, Subscription Agreements, and other relevant documents.
  
• Prepare and distribute periodic financial statements, fund performance reports, and investor communications to key stakeholders.
  
• Monitor fund expenses, management fees, cash flows, and related financial activities to support efficient fund operations and performance.
  
• Work closely with internal teams, external auditors, and regulatory bodies to facilitate fund audits, reviews, and regulatory inspections.
  

Investor Relations and Fundraising

• Build and maintain strong relationships with existing and prospective investors through proactive communication and engagement.
  
• Coordinate investor meetings, conference calls, roadshows, and events, while supporting the preparation of investor presentations and related materials.
  
• Address investor enquiries and information requests promptly, ensuring a high standard of service and professionalism.
  
• Provide regular updates to investors on fund performance, investment activities, portfolio developments, and relevant market trends.
  
• Support the development and implementation of investor communication initiatives, including newsletters, website content, presentations, and social media materials.
  
• Participate in fundraising and business development activities, including investor pitch sessions, roadshows, conferences, and other initiatives to expand the firm's investor base.
  
• Maintain strict confidentiality and discretion when handling sensitive investor information, financial data, and communications.
  
• Undertake other ad hoc assignments and responsibilities as directed by the Board of Directors and Management.
  
  

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline. CFA Level 1 or other relevant professional qualifications will be an added advantage.
  
• 3–5 years of relevant experience in investment analysis, private equity, corporate finance, asset management, or related financial services.
  
• Strong understanding of financial statements, valuation techniques, investment principles, and financial analysis.
  
• Strong financial modelling and advanced Microsoft Excel skills. Proficiency in PowerPoint, and financial research platforms such as Bloomberg would be an advantage.
  
• Excellent analytical, problem-solving, and critical thinking skills, with strong attention to detail.
  
• Strong written and verbal communication skills, with the ability to clearly articulate and present investment analysis and recommendations.
  
• Proactive, self-driven, and able to work independently while collaborating effectively within a team.
  
• Strong organisational and time management skills, with the ability to manage multiple priorities and meet tight deadlines while maintaining a high level of professionalism and integrity.