698 Investment Specialists jobs in Malaysia

The Role:

Develop and implement business plan and investment strategies for Conventional and Takaful business (under shared services).  Manage the investment outsourcing arrangement and manage in-house assets.  Contribute towards the company's product development process, including the development of new investment-linked funds.

Key Responsibilities:

Develop and implement strategic and tactical investment strategies to optimize income and risks, and ALM profile.

Monitor, analyse and appraise investment risks and returns of portfolios.

Evaluate appropriateness of proposed new assets and/or securities and/or issuances.

Conduct modeling for pricing and valuation metrics eg. Fund-Based Yields ("FBY"), and for capital management eg. ICAAP, and climate-related modeling.

Manage outsourcing arrangement eg. Strategic and tactical strategy-setting and guide investment activities of external fund manager(s) in alignment with Company objective.

Review, propose and manage the establishment of new funds and structure appropriate fund/assets in support of new products.

Manage deliverables and engagement with regulators and / or industry organisations.

Engage and contribute in relevant committees (eg. ALCO, RMCD, Board and Regional Committees).

Develop recommendations and implement tactical strategies to optimize liquidity and financial output.

10.   Oversight of investment-related management reports.

11.   Manage portfolios and investment-linked funds under the Shared Services Agreement with AmMetLife Takaful.

12.   Oversee and manage the strategic relationship with key stakeholders (MetLife Investment Manager Oversight (UK) and Portfolio Management Unit (Asia)

Investment Specialist

OCBC WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

The primary responsibility will include meeting with customers to review their financial situation and coordinate with the Relationship Managers regarding investment holdings and performance of the portfolio

• Strengthen the investment business’ customer facing capability and to play an active role in developing the competencies and capabilities of Relationship Managers in the full range of investment solutions which include
• Unit Trust Funds
• Dual Currency Investments
• Retail Bonds and Credit Linked Investments
• Commodity Index Investments
• Equity Linked Investments

Key responsibilities will include

• Perform joint appointments with Relationship Managers with the goal of building stronger consulting capabilities
• Constant engagement with the Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the Premier segment
• Active involvement alongside sales channels in customer ‘prospecting’, relationship building and new business pitches
• Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities
• Represent the business and speak at appropriate customer forums

• Have at least 2 -5 years of experience in a front-line capacity with wealth management products
• Must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and process
• Have solid understanding of financial markets and be able to communicate at all levels, internally and externally
• Able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction
• Leadership qualities demonstrated both in terms of a role model and in creative thinking
• A team player with a motivational, hands-on approach
• Flexibility to travel to different branches
• Candidate should evidence strong ability to articulate complex ideas and develop them into tangible benefits to customers, coach and develop talents, cope with ambiguities

Mid-Senior level

Full-time

Finance and Sales

• The primary responsibility will include meeting with customers to review their financial situation and coordinate with the Relationship Managers regarding investment holdings and performance of the portfolio
• Strengthen the investment business' customer facing capability and to play an active role in developing the competencies and capabilities of Relationship Managers in the full range of investment solutions which include
• Unit Trust Funds
• Dual Currency Investments
• Retail Bonds and Credit Linked Investments
• Commodity Index Investments
• Equity Linked Investments
• Portfolio Management
• Key responsibilities will include
• Perform joint appointments with Relationship Managers with the goal of building stronger consulting capabilities
• Constant engagement with the Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the Premier segment
• Active involvement alongside sales channels in customer 'prospecting', relationship building and new business pitches
• Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities
• Represent the business and speak at appropriate customer forums

Job Qualifications

• Have at least 2 -5 years of experience in a front-line capacity with wealth management products
• Must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and process
• Have solid understanding of financial markets and be able to communicate at all levels, internally and externally.
• Able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction
• Leadership qualities demonstrated both in terms of a role model and in creative thinking.
• A team player with a motivational, hands-on approach.
• Flexibility to travel to different branches
• Candidate should evidence strong ability to articulate complex ideas and develop them into tangible benefits to customers, coach and develop talents, cope with ambiguities.

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

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.

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).

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

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.

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.

Company Description

VentureTECH is an investment company established by the Government of Malaysia in 2009 with a focus on high value-added and high technology industries. The company aims to drive Malaysia towards a sustainable high-growth economy by collaborating with key ministries, development agencies, and financial institutions. VentureTECH's mission is to increase viable, competitive companies in strategic industries through customised investment strategies. As part of the Global Impact Investing Network, VentureTECH emphasizes socio-economic multipliers and community benefits in its investments.

Role Description

This is a full-time on-site role for an Investment Analyst 1 at VentureTECH in Cyberjaya. Investment Analyst will be responsible for day-to-day investment management tasks, implementing investment strategies, analyzing investment opportunities, and contributing to financial decision-making processes.

Educational Requirement

• Professional Accounting qualification or a Degree in Finance, Accounting, Economics, and other relevant fields.
• Preferably a CFA candidate or any other related professional qualification i.e. ACCA, ICAEW.
• A solid foundation in areas such as financial statement analysis, financial modeling, and investment principles is essential, alongside strong analytical and numerical skills.

Required Work Experience

• Minimum of 4-5 years related post-qualification experience in the related field (i.e. investment, audit, etc)

Qualifications

• Investment Management and Investment skills
• Analytical Skills
• Finance knowledge
• Experience in developing investment strategies
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certifications such as CFA or CAIA are a plus point

Job Description and Responsibilities

• Assist in deal sourcing i.e. preparing the relevant information, and meeting arrangements. Conduct screening and assessment for new /potential companies, and make a recommendation based on the analysis.

• Conduct comprehensive research and analysis, including industry and market development, valuation and financial forecast, financial performance, variance analysis, trends, and any other related analysis, using business intelligence data and tools to support investment proposals.

• Assist in the preparation of investment paper for Management’s / Board Committee(s) / Board’s approval and/or any other related paper.

• Assist in due diligence processes, including market research, industry benchmarking, and competitor analysis.

• Assist in reviewing draft agreements, term sheets, and related investment documentation in coordination with internal stakeholders and external legal counsel.

• Collaborate with cross-functional teams and external advisors to gather relevant data for investment evaluations.

• Any ad-hoc tasks assigned by the Head/Supervisors as at when required.

Job title

Associate, Investment at Vena Group

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

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.

• 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

• 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

• Mid-Senior level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at Vena Group.

Overview

CapitaLand Wilayah Persekutuan Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

CapitaLand Investment Limited (CLI) is a leading global real asset manager with a strong Asia foothold. As at 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.

• Assist the Head of Department in formulating, developing, and executing overall strategies/plans for acquisition, development & divestment of assets in Malaysia.
• Source, explore and identify 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 process, including review of financial and operational assumptions, legal, technical and supporting the effort of originating and negotiation of debt financing.
• Collaborate with internal teams and external consultants to gather input from disciplines such as asset management, tax, finance, legal, and technical for investment proposals.
• Develop and manage external relationships with investment bankers and lawyers; prepare recommendation reports for proposed acquisitions and participate in investment due diligence.
• Conduct market research and analysis of property market performance; prepare market reports for company annual reports, quarterly results, and internal management updates.
• Evaluate and structure real estate deals and capital funding through unit issuance or debt financing via banks; engage with investment banks, investors and analysts during roadshows for fund/capital raising.
• Carry out post-acquisition analysis and perform any other duties as directed by the reporting line from time to time.

• Experience in real estate investment, financial modelling, due diligence, and deal structuring.
• Ability to work with cross-functional teams including asset management, tax, finance, legal, and technical disciplines.
• Strong analytical, market research, and presentation skills; capacity to prepare investment proposals and reports.

• 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

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.