302 Investment jobs in Malaysia

Job Description

About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Job Summary

As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.

Strategy

• Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
• Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
• Ensure daily morning huddle at branches to brief current market direction and investment solutions
• Manage clients’ investment through frequent and consistent portfolio review and advice

Business

• Ensure proper and timely training for frontline prior to product/campaign launch.
• Work closely with distribution channels to provide coaching and improve frontline sales competence

Risk Management

• Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
• Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

Our Ideal Candidate

• Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
• Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate)
• Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.
• Must be able to travel for conducting business.
• Self-motivated team player who is able to work under pressure and have high attention to detail.
• Good communication and interpersonal skills

Role Specific Technical Competencies

• Portfolio Theory
• Asset Allocation
• Market Knowledge

About Standard Chartered

We’re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we’ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you’re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can’t wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you’ll see how we value difference and advocate inclusion.

Together We

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Profile Description
Standard Chartered Bank

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The Investment Associate plays a critical senior role in origination, evaluation, execution and management of renewable energy investments across solar, battery storage (BESS), and wind energy. The role involves primarily financial modeling, due diligence, and deal structuring. The Investment Associate is part of the Investment and Asset Management team and reports to the Chief Investment Officer.

"Globally, spending on low-emissions power generation has almost doubled over the past five years, led by solar PV. Investment in solar, both utility-scale and rooftop, is expected to reach $450 billion in 2025, making it the single largest item in the global energy investment inventory." - International Energy Agency (IEA)

Key Responsibilities:

• Understand, develop and maintain financial models for project-level and platform-level investments (cash flow, financing, IRR, NPV, sensitivities, etc)
• Conduct company/asset valuation analysis for operating assets (brownfield), greenfield projects, and strategic or opportunistic M&A opportunities
• Structure and negotiate deals and draft term sheets and transaction documents
• Origination: Source and identify new investment opportunities through your own network, conferences and co-investors
• Perform full desktop and onsite due diligence including financial, legal and technical
• Interface with external consultants/advisors and internal technical teams
• Identify key risks and mitigation strategies
• Draft due diligence outcome report and present to IC

Qualifications & Experience

Education & Work Experience:

• Must have Bachelor degree (BA) in finance, accounting, economics or related
• MBA or CFA is a plus
• Over 5 years relevant work experience , such as in investment banking, private equity, or corporate finance ideally with focus on energy or infrastructure industries
• Job "hoppers" are not preferred
• Living in Malaysia

Skills & Experience

• Strong financial modeling and valuation skills (Excel proficiency required)
• Lead or actively contributed in multiple investment or M&A transactions before
• Experience in renewable energy assets/projects
• Understanding of structuring acquisitions, investments or joint ventures and being able to convert a structured transaction into financial model and legal term sheets
• Able to build own network and/or use referrals to asset owners, brokers/agents or partners
• Clear and concise presentation of complex information to clients and stakeholders
• Detail-oriented, analytical, proactive and independent

Nice-to-Have

• Experience with or knowledge of regulatory solar or wind programs and regulatory frameworks in Southeast Asia (e.g. LSS, CRESS, DPPA, GEAP)
• Experience with or knowledge of PPAs and similar energy contracts

Solarvest Energy is a fast-growing turnkey Solar PV solution provider focused on helping homes and businesses lower their electricity bills by using solar energy. Our services span Project Development, IPP Licence & Power Purchase Agreements, Project Finance & Investment, Project Design & Engineering, Project Construction, Project Commissioning and Operations & Maintenance.

Be careful: This job ad has not been subjected to our hirer verification process. Proceed cautiously and do your own checks before providing any personal information.

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Join to apply for the INVESTMENT ASSOCIATE role at JAC Recruitment .

Job Responsibilities:

1. Manage investee companies, review potential investment opportunities, and conduct thorough analyses of various sectors and companies.
2. Utilize financial analysis skills, including financial modeling, to ensure investments meet the required return criteria.
3. Support the team in identifying and evaluating new investment opportunities, managing existing portfolios, and preparing reports.
4. Prepare investment proposals, detailed reports for the Investment Committee, and presentation materials.
5. Maintain and nurture relationships with portfolio companies, ecosystem partners, and stakeholders to ensure effective communication and collaboration.

Job Requirements:

1. Degree in finance, accounting, economics, business, or related fields.
2. 3 to 5 years of relevant experience in Venture Capital, Private Equity, corporate finance, strategic consulting, or professional financial firms (including advisory/deal teams in the Big Four).

Additional Information:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Staffing and Recruiting

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Job Type: Full time

Posted On: 2 Days Ago

Job Requisition ID: JR

About Us

Headquartered and listed in Singapore, CapitaLand Investment Limited (CLI) is a leading global real asset manager with a strong Asia foothold. As of 30 June 2024, CLI had S$134 billion of assets under management, as well as S$100 billion of funds under management held via six listed real estate investment trusts and business trusts and a suite of private real asset vehicles that invest in thematic and tactical strategies. Its diversified real estate asset classes include retail, office, lodging, industrial, logistics, business parks, wellness, self-storage, and data centres.

Job Description

• Assist the Head of Department in formulating, developing, and executing overall strategies/plans for acquisition, development & divestment of assets in Malaysia.
• Initiate sourcing, exploring, and identifying suitable investment opportunities in real estate of various asset classes as mandated by the Board/Management.
• Evaluate and structure real estate deals.
• Model full life cycle financial analysis from acquisition through disposition.
• Conduct financial analysis and feasibility studies entailing cash-flow analysis and yield projections for acquisition.
• Lead and conduct due diligence processes, including review of financial and operational assumptions, legal, technical, and supporting the effort of originating and negotiating debt financing.
• Work closely with co-workers/external consultants to determine input for various disciplines such as asset management, tax, finance, legal, technical, etc. required for the preparation of investment proposals.
• Develop and manage external relationships with investment bankers and lawyers.
• Prepare recommendation reports for proposed acquisitions and be involved in investment due diligence.
• Conduct market research, info collection, collation and analysis of property market performance, and prepare market reports for company annual reports, quarterly results reporting, and internal management updates.
• Evaluate and structure real estate deals and capital funding through unit issuance or debt funding via banks.
• Involve in dealing with investment banks, investors, and analysts during roadshows for fund/capital raising.
• Carry out post-acquisition analysis.
• Perform any other duties assigned by the line of report from time to time.

Benefits:

• Flexible benefits with comprehensive medical coverage for self and family.
• Training and development opportunities.
• Subsidised rates at Ascott serviced residences.
• Strong advocate of staff volunteerism.
• Wellness programmes.

Closing Statement:

At CapitaLand, we advocate fair employment practices and recruit talents based on merit and fit with our corporate values. We provide equal opportunity for all qualified persons and build an inclusive workplace regardless of race, gender, age, religious belief, or nationality.

Only shortlisted candidates will be notified.

Welcome to CapitaLand!

At CapitaLand, we believe the success of our talent strategy goes beyond just recruiting the right talent. We strive to help our people grow, recognize their talents and hard work, rewarding them for their efforts and achievements.

About CapitaLand Group

CapitaLand Group (CapitaLand) is one of Asia’s largest diversified real estate groups. Headquartered in Singapore, CapitaLand’s portfolio focuses on real estate investment management and real estate development, spanning across more than 260 cities in over 40 countries.

Within its ecosystem, CapitaLand has developed an integrated suite of investment management and operating capabilities that supports its real estate businesses and platforms in building core competencies across the real estate value chain. With this full stack of capabilities, CapitaLand can optimize the strategies of its listed real estate investment management business CapitaLand Investment, and its privately held property development arm CapitaLand Development, to drive competitive advantage for its businesses.

CapitaLand places sustainability at the core of what it does. As a responsible real estate company, CapitaLand contributes to the environmental and social well-being of the communities where it operates, as it delivers long-term economic value to its stakeholders.

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Overview

We’re looking for an Investment Associate who thrives on turning insights into impact—assessing promising opportunities and supporting the growth of our portfolio companies.

Responsibilities

• Assisting the lead partner with project management tasks, including the coordination and supervision of both internal and external working groups.
• Drafting of investment memorandum and conducting thorough due diligence, particularly on high growth new economies companies.
• Identify new market trends, critically evaluate & unpack new business models, identify relevant growth levels and economics of such business model.
• Undertake various industry research, analyse financial spreadsheets, and summarise reports to support investment decisions and value creation initiatives.
• Closely monitor and analyse investee companies’ operating performance obtained through various internal and external sources

Qualifications

• The candidate must possess at least a Bachelor's degree or any other equivalent professional certificate.
• A minimum of 7 years’ relevant working experience is required, ideally in corporate finance, financial advisory, consulting, or related financial sectors.
• Candidates with experience from buy-side investment firms, financial advisory, private equity, venture capital, or any corporate finance-related fields are encouraged to apply.
• Previous experience in leading the preparation of prospectuses and/or similar documents.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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Job title

Associate, Investment at Vena Group

Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Overview

We are seeking a Senior Associate / Associate to join our Investment team. You will evaluate and execute investment opportunities by conducting due diligence and project research, modeling the forecasted financial performance of prospective investments, and analysing the impact of key inputs including economic trends, financing terms, regulations, development and operating assumptions, and other value drivers. This role involves due diligence, building and reviewing in-depth proprietary financial models, modeling debt financing, and supporting the negotiation of commercial and legal contracts. You will be involved with Vena Energy’s projects during and after the investment, including monitoring performance of key value drivers, performing internal valuations, assisting with ongoing financing transactions, and monitoring investment performance more generally.

Key Responsibilities

• Partake in the processing of new investment opportunities, from market assessment to competitive positioning, initial underwriting, and deal structuring
• Drive diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors
• Build robust flexible financial models to support deal underwriting and deal structuring
• Perform ad-hoc analysis to support transaction negotiations
• Extend hands-on support to projects across the jurisdictions in Vena Energy

Requirements

• Bachelor’s degree with strong GPA. Major in Finance, Economics, Accounting, or Financial Management preferred
• Minimum 3 years of experience as a business analyst, financial analyst, or project team member in finance, economics, investment, or actuarial fields
• Solid understanding of accounting concepts, financial statements, and cash flows
• Excellent analytical, financial modeling, and problem-solving skills
• Strong communication and interpersonal skills
• Ability to multi-task and deliver results with attention to detail
• Highly entrepreneurial and detail-oriented

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Referrals increase your chances of interviewing at Vena Group.

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Description

• Research & evaluate company/project, identify key indicators as upside opportunities or threats
• Research & evaluate industry and its key economic indicators
• Prepare detailed financial models to show current and project future performances (cash flow, financing, unlevered/levered IRR, NPV, sensitivities)
• Analyse/review/validate existing financial models from outside
• Prepare investment analysis documentation and clearly articulate investment rationale
• Perform NPV analysis/comparison
• Perform Due diligence (desktop & field)
• Industry updates – monitor and stay updated on relevant events/news/transactions/trends

Requirements

Skills & Experience

• Deep understanding of financial markets, accounting principles, and investment vehicles
• Experience in solar and/or renewable energy or other technical infrastructure assets
• Understanding of bank loan practices and taxes (incl. allowances and green tax incentives) in our key countries
• Familiar with private equity funds and their operations and mindset
• Understanding of structuring acquisitions, investments or joint ventures and being able to convert a structured transaction into financial model and legal clauses
• Able to build own network and/or use referrals to asset owners, brokers/agents or partners
• Understand macro-economics and its impact (change in interest, forex, geopolitical)
• Communication & presentation skills – be able to communicate and network with senior investment CEOs as well as with niche-industry business owners
• Clear and concise presentation of complex information to clients and stakeholders.
• Network among industry peers

Education & Work Experience:

• MBA preferred
• BA in finance, accounting, economics or related
• CFA preferred
• Over 5 years work experience in private equity/venture capital (preferred) or corporate finance

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The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering the Supervisor, Investment Support with the resources to solve critical problems for the future of our business, which is why we need you.
**Position Responsibilities:**
+ Conduct trade execution and operation support
+ Responsible for execution and monitoring of equity trades - ensure all trades are properly and accurately executed and timely
+ Responsible for cash flow projection and ensure sufficient funds for trade settlement, fees payment and creation and cancellation payment for all the funds
+ Assist and support investment management team in producing client servicing investment related collaterals on regular and ad-hoc basis
**Required Qualifications:**
+ Good knowledge and understanding of equities, equity related securities, derivatives, fixed income securities, money market and FX
+ Have problem solving skills to handle complex problems and to provide effective recommendations
+ Good understanding of the process and procedures of portfolio management, middle office and back office in asset management industry
+ Strong communications skill to deal with various internal and external parties
+ Candidates with 1-2 years of working experience within the investment operations space
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
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En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
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Job Description About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Job Summary As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.

Strategy

Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.

Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.

Ensure daily morning huddle at branches to brief current market direction and investment solutions

Manage clients’ investment through frequent and consistent portfolio review and advice

Business

Ensure proper and timely training for frontline prior to product/campaign launch.

Work closely with distribution channels to provide coaching and improve frontline sales competence

Risk Management

Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms

Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

Our Ideal Candidate

Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.

Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate)

Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.

Must be able to travel for conducting business.

Self-motivated team player who is able to work under pressure and have high attention to detail.

Good communication and interpersonal skills

Role Specific Technical Competencies

Portfolio Theory

Asset Allocation

Market Knowledge

About Standard Chartered We’re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we’ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you’re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can’t wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you’ll see how we value difference and advocate inclusion.

Together We

Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

Flexible working options based around home and office locations, with flexible working patterns.

Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Profile Description Standard Chartered Bank

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