What Jobs are available for Investment Advisory in Malaysia?
Showing 208 Investment Advisory jobs in Malaysia
Financial Planning & Analyst
Posted 4 days ago
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Job Description
The incumbent is to support all aspects of the financial planning and analysis, including but not limited to weekly forecasts, monthly forecast, month end closing and year end closing, budget and strategic plan. The position is reporting to CFO and supervised by Finance Manager. Responsibilities
Financial analysis and reporting: Evaluates data and measures impact of risks and opportunities to make recommendations and articulates implications of choices to business partners. E.g. trend analysis, cost/benefit analysis Information and system management: Understand how data is structures and can navigate systems efficiently. Applies business knowledge to system solutions to support business decision. Budget and Strategy planning: Manages processes that plan, track, measure and interpret operating performance. Guides/Assesses financial forecasts. Evaluates and identifies operating risks and opportunities. Communicates results that assist with resource allocation decisions. Run Business Review with BU Leaders to drive monthly and quarterly forecast accuracy. Execute project while ensuring efficient utilization of resources. Communicates project status, issues and resource need effectively Work with Finance Manager on preparing quarterly and yearly P&L account, balance sheet and Working capital Work closely with the Finance Manager, CFO and local management to prepare weekly flash forecast (including revenues, operating income and working capital and prepare the annual plan) Prepares and analyses financial data such as but not limited to costing, pricing, sales, gross profit, market sector as well as product analysis. Assist in the monitoring of operating result: sales, GP, OPEX, Operating Income, CAPEX and Working capital Assist in Budget and month end closing by the management team on financial analysis. Work and liaise with Regional FP&A team to standardize the reporting Any other duties as assigned by the Immediate Supervisor Requirements
Candidate must possess bachelor’s degree in Accounting / Finance with at least 5 years of experience in similar role. Qualification of Chartered Financial Analyst (CFA) would be an added advantage Good knowledge in any of the ERP systems such as SAP system Advanced proficiency in using Microsoft Office software especially Excel Ability to work individually and as a team member Able to communicate effectively with various stakeholders Ability to multitask and meet constant deadlines Willingness to work long hours, when necessary
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Executive - Financial Planning
Posted 13 days ago
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Job Description
Empowering the Workforce | Guiding Others to Achieve Their Career Goals Job responsibilities
Coordinate sales & marketing activities such as new fund briefings, market update sessions and/or client seminars to support the Institutional Unit Trust Adviser (IUTA) distribution channels and Corporate Sales
Conduct training on Unit Trust/Private Retirement Scheme (PRS) products and act as a mentor in sales related programmes
Build rapport and support the IUTA distribution channels/Corporate Sales by participating in branch visitations, sales review meetings and/or joint fieldworks
Keep abreast with unit trust and PRS industry updates
Job requirements
Degree in Finance/Banking & Finance/Marketing/Business or any relevant discipline
Possess good interpersonal and presentation skills
Good command of English. Experience in the financial or banking industry is an added advantage
Willing to travel nationwide and possess own transport
Able to work beyond normal working hours and on weekends as and when required
Candidates who possess CFP qualification or FIMM/PRS licenses are encouraged to apply
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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Financial Planning & Accounting Analyst
Posted 11 days ago
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Job Description
Financial Forecasting & Budgeting:
Assist in the development and refinement of annual budgets and financial forecasts to guide business strategy. Reporting & Insights:
Support month-end closing activities and reporting processes; conduct variance analysis and monitor fluctuations in key financial metrics; develop dynamic financial models to evaluate revenue, costs, and performance against budgets and forecasts; prepare insightful presentations and reports for management and stakeholders to facilitate informed decision-making. Cross-Functional Collaboration:
Partner with local teams to provide valuable financial insights and business support, fostering a collaborative approach to achieving organizational goals. Reporting & Process Optimization:
Lead process improvements by creating and enhancing standard and ad-hoc reports, tools, and dashboards; support additional reporting and in-depth financial analyses as needed by management. Qualifications & Skills
Bachelor's degree in Accounting, Finance, or a related field. 2‑3 years of relevant experience. Proficiency in Microsoft Excel; experience with ERP systems is a plus. Excellent communication and interpersonal skills, with the ability to engage effectively across different levels of the organization. Strong analytical mindset with exceptional problem‑solving capabilities. Exclusive access to our Tri‑brand gym membership. Discounted personal training sessions, family staff plans, and comprehensive health and medical coverage. Annual leave, including special birthday leave! Discount offers with various retail partners. Opportunity to thrive in a dynamic, energetic environment with like‑minded professionals. Ongoing learning and development programs to support your career growth. Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Finance, Analyst, and Accounting/Auditing Industries
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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Fund Accountant/ Senior Fund Accountant - Private Equity
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Senior Executive - Financial Planning
Posted 16 days ago
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Job Description
Overview
Direct message the job poster from Public Mutual Berhad Responsibilities
Coordinate sales & marketing activities such as new fund briefings, market update sessions and/or client seminars to support the Institutional Unit Trust Adviser (IUTA) distribution channels. Conduct training on Unit Trust (UT)/ Private Retirement Scheme (PRS) products and act as a mentor in sales related programmes. Build rapport and support the IUTA distribution channels by participating in branch visitations, sales review meetings and/or joint fieldworks. Work closely with Public Bank Berhad to approach the Small & Medium Enterprises (SME) customers for Corporate UT & PRS business, and to assist the Bank’s sales staff to conduct corporate presentations. Keep abreast with unit trust and PRS industry updates. Qualifications
Degree in any discipline. Possess good interpersonal and presentation skills. Good command of English and Mandarin. Experience in the financial or banking industry is preferred. Willing to travel nationwide and possess own transport. Able to work beyond normal working hours and on weekends as and when required. Candidates who possess CFP qualification or FIMM/PRS licenses are encouraged to apply.
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Financial Planning & Analysis Manager
Posted 16 days ago
Job Viewed
Job Description
Overview Functional Area:
FIN - Finance Career Stream:
DEC - Decision Support Role:
Manager 2 SAP Short Name:
MG2 Job Title:
Decision Support Manager 2 Job Code:
MG2-FIN-DEC Job Level:
Band 10 Direct/Indirect Indicator:
Indirect
Summary Manages the staff and the varied and complex financial operations. Provides direct and indirect supervision to subordinate team leaders and professional employees performing diverse roles. This includes establishing plans/objectives, and developing policies for the function/unit. Accountable for department results and for activities or projects involving multi-functional teams. Work requires application of in-depth knowledge of professional standards and precedents in area of specialty. Receives assignments in the form of objectives and sets goals to achieve objectives. Establishes and recommends changes to policies. Develops or assists in the development of department budgets and goals. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules. Provides direct supervision to others, or indirect through subordinate supervisors, and coordinates the activities of a section or department with responsibility for results in terms of costs, methods, and employees. Makes employee staffing decisions Reviews employees performance; coaches for improved performance and takes appropriate disciplinary action as required. Manages employee total compensation. Provides final approval for subordinate managers/supervisors salary and performance recommendations. Builds cross-functional relationships where persuasive skills, negotiation skills, and considerable tact are required to gain support. Interacts directly with subordinates and peer groups. Interfaces with senior managers on issues related to the area of expertise. Maintains positive relationships with key customers, suppliers, etc., who have a significant impact on the success of the organization.
Detailed Description
Responsible for the management of financial staff. Staffs the department, assigns work, reviews performance and addresses performance issues.
Promotes and maintains a productive work environment.
Provides daily leadership, coaching and development to team members.
Responsible to set team goals and to communicate and monitor these goals to ensure the targets are achieved.
Develops guidelines, procedures and business controls to provide work direction.
Places a strong focus on the attainment of financial/performance objectives, and drives both the finance staff and operational management towards a consistent focus on these goals.
Manages the activities of the decision support staff to ensure accurate and timely development and consolidation of financial MORs, forecasts, metrics, plans, and strategies.
Ensures meaningful and value-add analysis is performed in conjunction with this activity, in order to support both financial and operational management in their decision making.
Ensures that team support is provided to senior financial staff, to assist in attainment of total company targets, achievement of corporation wide schedules and reporting requirements – as well as providing insight and analysis on issues, risks, and opportunities.
Provides financial leadership by reviewing, analyzing and interpreting financial and budgetary information.
Participates in management decision-making drawing on information, analysis and recommendations from others.
Provides analysis of investment decisions, product pricing, profitability, and cash flow.
Develops external business relationships as required with counterparts inside the customer and / or supplier organizations and the investment community.
Implements and supports financial processes and system architecture.
Develops new procedures and implements new processes to continually improve financial analysis, service quality, drive cost reduction and support strategic initiatives.
Manages special projects within finance or as a member of a cross functional or customer team as required.
Knowledge/Skills/Competencies
In-depth knowledge and understanding of financial management
Strong knowledge of global business environment and customers' business.
Good understanding of required IT concepts and integrated business applications
Good negotiation and problem resolution skills.
Good communication and presentation skills.
Ability to communicate effectively, both verbally and in writing, with a wide variety of internal and external customers.
Ability to effectively lead, manage, train and motivate a diverse group of employees.
Physical Demands
Duties of this position are performed in a normal office environment
Duties may require extended periods of sitting and sustained visual concentration on a computer monitor or on numbers and other detailed data
Repetitive manual movements are frequently required (e.g. data entry, using a computer mouse, using a calculator, etc)
Occasional overnight travel may be required
Typical Experience
Seven to 10 years of relevant experience
Typical Education
Bachelor's degree, or consideration of an equivalent combination of education and experience.
Education experience may vary by geography.
Notes: This job description is not intended to be an exhaustive list of all duties and responsibilities of the position. Employees are held accountable for all duties of the job. Job duties and the % of time identified for any function are subject to change at any time.
Celestica is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on any protected status (including race, religion, national origin, gender, sexual orientation, age, marital status, veteran or disability status or other characteristics protected by law). At Celestica we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. Special arrangements can be made for candidates who need it throughout the hiring process. Please indicate your needs and we will work with you to meet them.
COMPANY OVERVIEW: Celestica (NYSE, TSX: CLS) enables the world’s best brands. Through our recognized customer-centric approach, we partner with leading companies in Aerospace and Defense, Communications, Enterprise, HealthTech, Industrial, Capital Equipment and Energy to deliver solutions for their most complex challenges. As a leader in design, manufacturing, hardware platform and supply chain solutions, Celestica brings global expertise and insight at every stage of product development – from drawing board to full-scale production and after-market services for products from advanced medical devices, to highly engineered aviation systems, to next-generation hardware platform solutions for the Cloud.Headquartered in Toronto, with talented teams spanning 40+ locations in 13 countries across the Americas, Europe and Asia, we imagine, develop and deliver a better future with our customers.
Celestica would like to thank all applicants, however, only qualified applicants will be contacted. Celestica does not accept unsolicited resumes from recruitment agencies or fee based recruitment services.
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Financial Planning & Analysis Manager
Posted 16 days ago
Job Viewed
Job Description
Functional Area:
FIN - Finance Career Stream:
DEC - Decision Support Role:
Manager 2 SAP Short Name:
MG2 Job Title:
Decision Support Manager 2 Job Code:
MG2-FIN-DEC Job Level:
Band 10 Direct/Indirect Indicator:
Indirect
Summary
Manages the staff and the varied and complex financial operations. Provides direct and indirect supervision to subordinate team leaders and professional employees performing diverse roles. This includes establishing plans/objectives, and developing policies for the function/unit. Accountable for department results and for activities or projects involving multi-functional teams. Work requires application of in-depth knowledge of professional standards and precedents in area of specialty. Receives assignments in the form of objectives and sets goals to achieve objectives. Establishes and recommends changes to policies. Develops or assists in the development of department budgets and goals. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules. Provides direct supervision to others, or indirect through subordinate supervisors, and coordinates the activities of a section or department with responsibility for results in terms of costs, methods, and employees. Makes employee staffing decisions. Reviews employees performance; coaches for improved performance and takes appropriate disciplinary action as required. Manages employee total compensation. Provides final approval for subordinate managers/supervisors salary and performance recommendations. Builds cross-functional relationships where persuasive skills, negotiation skills, and considerable tact are required to gain support. Interacts directly with subordinates and peer groups. Interfaces with senior managers on issues related to the area of expertise. Maintains positive relationships with key customers, suppliers, etc., who have a significant impact on the success of the organization.
Detailed Description
Performs tasks such as, but not limited to, the following: Responsible for the management of financial staff. Staffs the department, assigns work, reviews performance and addresses performance issues. Promotes and maintains a productive work environment. Provides daily leadership, coaching and development to team members. Responsible to set team goals and to communicate and monitor these goals to ensure the targets are achieved. Develops guidelines, procedures and business controls to provide work direction. Places a strong focus on the attainment of financial/performance objectives, and drives both the finance staff and operational management towards a consistent focus on these goals. Manages the activities of the decision support staff to ensure accurate and timely development and consolidation of financial MORs, forecasts, metrics, plans, and strategies. Ensures meaningful and value-add analysis is performed in conjunction with this activity, in order to support both financial and operational management in their decision making. Ensures that team support is provided to senior financial staff, to assist in attainment of total company targets, achievement of corporation wide schedules and reporting requirements as well as providing insight and analysis on issues, risks, and opportunities. Provides financial leadership by reviewing, analyzing and interpreting financial and budgetary information. Participates in management decision-making drawing on information, analysis and recommendations from others. Provides analysis of investment decisions, product pricing, profitability, and cash flow. Develops external business relationships as required with counterparts inside the customer and/or supplier organizations and the investment community. Implements and supports financial processes and system architecture. Develops new procedures and implements new processes to continually improve financial analysis, service quality, drive cost reduction and support strategic initiatives. Manages special projects within finance or as a member of a cross functional or customer team as required. In-depth knowledge and understanding of financial management. Strong knowledge of global business environment and customers' business. Good understanding of required IT concepts and integrated business applications. Good negotiation and problem resolution skills. Good communication and presentation skills. Ability to communicate effectively, both verbally and in writing, with a wide variety of internal and external customers. Ability to effectively lead, manage, train and motivate a diverse group of employees.
Physical Demands
Duties of this position are performed in a normal office environment. Duties may require extended periods of sitting and sustained visual concentration on a computer monitor or on numbers and other detailed data. Repetitive manual movements are frequently required (e.g. data entry, using a computer mouse, using a calculator, etc.). Occasional overnight travel may be required.
Typical Experience
Seven to 10 years of relevant experience.
Typical Education
Bachelor's degree, or consideration of an equivalent combination of education and experience. Education experience may vary by geography.
Notes
This job description is not intended to be an exhaustive list of all duties and responsibilities of the position. Employees are held accountable for all duties of the job. Job duties and the % of time identified for any function are subject to change at any time. Celestica is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on any protected status (including race, religion, national origin, gender, sexual orientation, age, marital status, veteran or disability status or other characteristics protected by law). At Celestica we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. Special arrangements can be made for candidates who need it throughout the hiring process. Please indicate your needs and we will work with you to meet them. COMPANY OVERVIEW: Celestica (NYSE, TSX: CLS) enables the world’s best brands. Through our recognized customer-centric approach, we partner with leading companies in Aerospace and Defense, Communications, Enterprise, HealthTech, Industrial, Capital Equipment and Energy to deliver solutions for their most complex challenges. As a leader in design, manufacturing, hardware platform and supply chain solutions, Celestica brings global expertise and insight at every stage of product development – from drawing board to full-scale production and after-market services for products from advanced medical devices, to highly engineered aviation systems, to next-generation hardware platform solutions for the Cloud.Headquartered in Toronto, with talented teams spanning 40+ locations in 13 countries across the Americas, Europe and Asia, we imagine, develop and deliver a better future with our customers. Celestica would like to thank all applicants, however, only qualified applicants will be contacted. Celestica does not accept unsolicited resumes from recruitment agencies or fee based recruitment services.
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Financial Planning & Analysis Analyst
Posted 16 days ago
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Job Description
As part of our continued growth across Asia, we are expanding our FP&A team to support rapid market development in our growth markets such as Thailand and Taiwan. This role will work closely with both the central finance function and local market teams, providing critical financial insights to help steer commercial and operational decisions. The FP&A Analyst – Growth Markets will report to the FP&A Manager and will act as a business partner to key stakeholders. The ideal candidate will combine strong analytical skills with commercial acumen, enabling data-driven decision-making and proactive financial support in these high-growth markets. Roles And Responsibilities
Business partnering
Act as a key FP&A contact for Growth Market leadership teams, working closely with country managers and department heads. Lead detailed variance analysis and performance reviews for these markets, identifying risks, trends, and opportunities. Support new club openings, deal evaluations, and expansion proposals through financial modelling and scenario planning. Advise on pricing, cost structures, and ROI for strategic initiatives in each market. Provide responsive, real-time support for ad-hoc financial requests from the business.
Financial Planning, Forecasting & Analysis
Drive the monthly forecasting process and annual budget cycles for assigned markets. Build and maintain robust financial models that align with operational realities and strategic plans. Develop monthly management reports and dashboards that provide clear insights into financial health, growth metrics, and performance KPIs. Work with Accounting to ensure accuracy of data, accruals, and market-level P&Ls. Analyse cost behaviours and propose cost-optimisation strategies tailored to the local business landscape.
Cross-Market Collaboration & Improvement
Partner with other analysts in Core and Franchise markets to share best practices and build consistent FP&A processes group-wide. Contribute to the development and refinement of FP&A tools, templates, and reporting automation. Engage in projects that improve financial visibility and process efficiency across regional teams.
Requirements
Education: Degree in Finance, Accounting, Business, or related field. CFA, CPA or equivalent certification is a plus. Experience: Minimum 3 years in an FP&A or financial analysis role; multi-market exposure preferred. Technical Skills: Strong Excel/financial modelling, proficiency in reporting tools and systems (e.g. Power BI, Netsuite, Anaplan, or equivalent). Commercial Acumen: Strong understanding of business drivers, operational KPIs, and financial levers within a retail or multi-site environment. Communication: Excellent written and verbal communication skills in English. Ability to explain complex financials clearly to non-finance stakeholders. Team Orientation: Collaborative mindset with the ability to work across geographies and cultures. Proactivity: Self-starter with strong problem-solving skills and attention to detail. Salary Range: for this role is RM6K to 6.5K Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
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Manager, Financial Advisory (Investment & Project Financing)
Posted today
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Job Description
Develop and maintain financial models to support project investment decisions. Maintain responsibility for the accuracy and correct incorporation of relevant inputs to such models. Propose and implement relevant sensitivity analysis for investment files.
Develop, analyze, evaluate and recommend financial options and proposals as they relate to a business development project or other funding needs.
Advise internal stakeholders in understanding appropriate risk allocation, bankability of terms and conditions of various project contracts and provide general structuring advice and optimization of returns throughout the business development process.
Assist the business development decision-making process and act as the finance single point of contact for the investment business case, centralizing accounting, tax, treasury, and corporate finance requirements.
Lead the structuring, negotiation and execution of financing documents for medium to large size transactions, in accordance with best project finance practices.
Develop presentations for lender and management updates/discussions and negotiate the key financial terms of the transaction documents.
Identify main project economic and financial risks and advise on the appropriate mitigation factors and definition of appropriate contingencies.
Manage multiple parties including banks, consultants, lawyers as well as internal stakeholders to bring transactions to successful close.
Carry out other duties as assigned.
Requirements
Qualifications – Bachelor’s degree required with Finance or Economics major, professional qualification such as CFA, CIMA, ACA, ACCA (or equivalent) are preferred.
Professional Experience – Minimum 5 years of experience in the position, conducting industry M&A and project finance transactions at an investment bank, private equity fund or strategic energy company. Broad power industry expertise, including working in retail, energy services, renewables and / or generation markets.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Services for Renewable Energy, Engineering Services, and Construction
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Assistant Manager, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Assistant Manager, Financial Planning & Analysis – Sephora Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia At Sephora, beauty is about feeling seen, valued, and empowered, individually and collectively. It is connecting deeply with others, celebrating diversity and inclusivity, unlocking your potential and making a difference every day. Together, we belong to something beautiful. Sephora SEA’s omni channel business spans over 8 countries with 100+ stores and includes global flagships. Sephora SEA is experiencing rapid growth in the region with new store openings and business channels (e.g., Click and Collect and marketplace). Role : Assistant Manager, FP&A – you will play a critical role in financial planning and analysis, budgeting, forecasting, and strategic decision-making. This role requires strong analytical skills, financial expertise, business acumen and the ability to work in a fast-paced, dynamic environment. Responsibilities
Perform in-depth analysis of sales, P&L, and key business KPIs Manage and oversee the full month-end and year-end closing processes Conduct financial reporting, including management reporting and financial analysis Review and analyse balance sheet items Perform monthly cash flow forecasting and analysis Budgeting and Strategic Planning
Support the preparation of the company’s budget, financial forecasts, and strategic planning Partner with cross-functional teams (marketing, sales, supply chain, category, HR) to align with financial targets and business objectives Assist in lease renewal analysis and contract reviews Operational and Business Support
Support the finance team in process optimisation and efficiency improvements Provide insights to enhance financial decision making Collaborate with auditors and external stakeholders as needed Provide support to internal stakeholders or finance-related projects Perform adhoc financial analysis as required by management Work closely with teams across Singapore and Malaysia Qualifications
At least 8 years of experience in financial planning and analysis within a complex multinational environment Managerial experience in retail, FMCG, or a similar industry in Singapore and Malaysia is preferred CPA qualifications will be an added advantage Strong business acumen and ability to interpret financial data for decision-making Proficiency in Excel, and experience with SAP is a must Experience with business intelligence (BI, Jedox) tools is a plus Ability to manage complexity, ambiguity, and shift priorities in a fast-paced environment Excellent communication and stakeholder management skills Strong problem-solving abilities with an analytical and detail-oriented mindset Ability to work under pressure and meet tight deadlines Positive attitude, self-driven, and adaptable to dynamic business needs What we offer
Community, where authenticity is embraced and differences fuel our collective spirit Culture of empowerment, learning & growth, offering tools, space, and opportunity to learn, innovate and lead Work that brings fulfilment, from delighting clients daily to inspiring our industry Sephora is proud to be an equal opportunity workplace. We do not discriminate in recruitment, hiring, training, advancement, or other employment practices. We celebrate diversity and are committed to creating and fostering an inclusive environment for all employees. Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industry: Retail It is in the Sephora DNA to champion a world of inspiration and inclusion where everyone can celebrate their beauty. You can be yourself, because you are what sets us apart. Join us and belong to something beautiful.
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Assistant Manager Financial Planning & Analysis
Posted 2 days ago
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Job Description
Manage all monthly FP&A templates including Excel models and PowerPoint management decks. Provide analytical commentary, variance, and bridge analysis to support management reviews. Support in preparing annual budgets, monthly dynamic forecasts, and long-range planning dashboards. Analyze overheads, product costs, and margin trends to identify cost efficiency and optimization opportunities. Participate in pricing, promotions, and customer profitability analysis to support strategic decisions. Automate manual reporting templates using Excel, Power BI, or other business intelligence tools. Prepare CAPEX feasibilities including IRR, NPV, and payback period calculations. Identify efficiency gaps and propose enhancements in reporting, planning, and analytical processes.
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