What Jobs are available for Investment Specialists in Malaysia?

Senior TL, AmBank Group (Hiring for AmInvest/AmFunds/GSS) Are you a seasoned investment professional with a passion for sharing capital market insights and product solutions for investors? Join our team and help shape the future of investment solutions at AmBank Group!

What You’ll Be Doing:

Conduct training on investment markets/products for our Retail Sales Team.

Deliver impactful presentations and capital market updates to investors, distributors and other stakeholders.

Lead the creation of key publications like AmObserver, Yearbook, and Quarterly Check-Point.

Coordinate RFPs, due diligence, and investment-related meetings.

Support investment proposals and contribute to product development and digital marketing.

Handle administrative tasks within the investment department.

Degree in Accounting, Finance, Business or related field.

CMSRL Holder (preferred) & registered with FIMM - Unit Trust license.

10+ years in a global, multi-asset investment environment.

3+ years presenting investment reports to large investor audiences.

Strong technical knowledge in investment assets, portfolio construction and investment risk.

Be part of a leading financial institution.

Collaborate with forward‑thinking professionals.

Influence investment strategy and innovation.

Grow your career in a dynamic and supportive environment.

Apply now or tag someone who’d be a great fit!

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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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 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 Seniority level

Mid-Senior level Employment type

Full-time Job function

Finance and Sales

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About the firm

At January Capital, we look to invest in technology businesses that will power growth in the Asia-Pacific region over the next decade. We are committed to investing in founders who challenge the status quo. We’re inspired by those individuals who are willing to dedicate themselves to solve some of the region’s biggest challenges. We manage more than $400 million on behalf of our investors (our investors comprise leading institutions, corporations, families, and high net worth individuals). Our portfolio includes Akulaku, Shopback, Skedulo, Go1, Cyble, Cialfo, Tazapay, and others. About the role We are experiencing an period of growth across the firm as we look to invest in and support the most ambitious founders in the Asia-Pacific region. To continue this trajectory, we are now searching for a driven individual to work with one of our senior investment professionals at the firm in a full life-cycle role. This role straddles investing, portfolio management and firm strategy. It will be based in Kuala Lumpur, where we are expanding our team. This hire will be a full-time member of the January Capital investment team. You will learn as an "apprentice" how to be a lifecycle investor. This includes assisting with identification and execution of new investment opportunities, as well as working closely to drive initiatives post-investment across their portfolio (i.e., attending board meetings and actively support portfolio companies on critical projects). We are looking for a bright, extremely motivated and talented individual. Most importantly, we are looking for people with grit and an attitude that means they will pitch in where needed (noting that while this role is primarily focused on investments, it will involve non-investment related work, particularly in the first 12-18 months). The ideal candidate will also have a strong interest in enterprise and B2B technologies. You will have the ability to be part of a collegial, tight knit, and energetic investment team. Role responsibilities

Assist one of the firm's senior investment professionals in progressing investment opportunities in January Capital's core thematic focus areas - these are typically in the Enterprise / B2B software landscape. Be a champion for systems and processes. Improve current processes and coordinate organizational procedures for optimized efficiency and productivity alongside senior management. Conduct due diligence on potential investments, including investment memo drafting, market analysis, customer feedback, mapping industry landscapes, and financial modelling. Support oversight of existing portfolio companies by providing strategic guidance, introductions to potential customers and partners, and other value-add activities. Help to manage the Managing Partner's investment pipeline (including sourcing new opportunities, where required). Participate in firm-building activities that will help position January Capital as the leading early-stage investment firm in the Asia-Pacific region. What we’re looking for

Minimum of Bachelor’s degree from a well-regarded tertiary institution, in a technical or analytical discipline (i.e., Computer Science, Engineering, Finance, Maths, Physics, or a related field). Post-graduate qualifications in these disciplines will be viewed favorably. Work experience of 2-4 years in either of the following role types: (i) founder-level role at an early-stage company (or early employee), (ii) product management, growth, or software engineering role at a startup or technology company, (iii) tier-one consulting / corporate strategy role with a focus on enterprise software, (iv) experience in venture capital / corporate development / private equity with specific transactional software experience Previous experience that will allow you to quickly grasp complex software concepts within a short amount of time. Ability to think creatively and identify new investment opportunities in emerging technologies and business models. Deep passion for technology and a desire to build a meaningful network in the Asia-Pacific venture ecosystem will be essential. Excellent analytical and quantitative skills, with experience conducting due diligence viewed favorably. Developed analytical and quantitative skills. Strong communication skills, with the ability to present complex information in a clear and concise manner. An ability to move fast and learn quickly, juggle a long list of priorities, work autonomously and implement processes and procedures all without comprising attention to detail.

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Job Description:

Conduct in-depth fundamental analysis of global equities, including the evaluation of financial statements, industry trends, and macroeconomic factors Support the maintenance of Excel models to track stock performance, market trends, and economic developments. To perform any other duties that may be assigned from time to time Job Requirements:

Any bachelor degree holder with 1-2 years of experience in financial analysis, investment management or related field Good written and verbal communication skills in English, with proficiency in Mandarin considered an advantage Ability to analyze and interpret key financial ratios to assess business viability and investment potential Demonstrating passion for investments Demonstrating exceptional attention to detail Basic knowledge of technical analysis / programming is an advantage

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Add expected salary to your profile for insights 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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Company Overview : Crewstone International is a global private equity firm focused on acquiring equity positions in emerging markets and projects across various sectors. As we expand our presence in the international markets, we are looking for a driven Investment Associate. This position offers an exciting opportunity to work in private equity, focusing on investments industry. Role : The Investment Associate will support key functions in investment analysis, fund administration, and investor relations. This full-time role provides a platform for professionals looking to develop in the private equity space, with opportunities to be involved in evaluating and managing investments in dynamic sectors. What will you do:

Investment Analysis and Evaluation : Conduct due diligence on potential investment opportunities including financial statement analysis, market research, and risk assessment. Assess financial viability and strategic fit to clients investments based on our firms criteria and mandates. Perform financial modeling and scenario analysis to evaluate investment returns and risks. Prepare investment memos and presentations for senior management. Track and monitor the performance of current investments, analyzing key financial metrics and industry trends. Collaborate with internal teams and external advisors to support investment decisions. Fund Administration and Operations: Coordinate with fund administrators, custodians, and legal counsel on fund administration activities. Manage and ensure timely execution of fund transactions such as capital calls and redemptions. Maintain and manage documentation including Limited Partnership Agreements (LPA), Subscription Agreements, and Information Memorandums relevant to local operations. Prepare and distribute financial reports to investors, maintaining transparency and accuracy. Work with internal teams and external auditors during fund audits and compliance checks. Investor Relations and Fundraising: Build and maintain relationships with investors through regular communication and engagement initiatives. Assist in organizing investor meetings, events, and preparing investor presentations. Provide timely updates toinvestors on fund performance, market insights, and investment activities. Participate in fundraising efforts, including roadshows and investor conferences to grow the firms investor base. Maintain confidentiality while handling sensitive investor information. Who are we looking for: Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. 2-3 years of experience in private equity, investment banking, or financial services (fresh graduates with strong passion for investments are encouraged to apply). Strong financial modeling, analytical, and problem-solving skills. Proficiency in Microsoft Office, especially Excel for financial modeling. Excellent written and verbal communication skills, particularly in presenting to investors. Ability to work independently and within a team in a fast-paced environment. Professional certifications such as CFA, CAIA, or CPA are a plus.

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Investment Manager Assist portfolio companies in their market entry and local operations in Malaysia, particularly in the semiconductor sector.

Conduct regular site visits, monitor project progress and approvals, support operations delivery, and supervise key milestones and acceptance checks.

Investment Analysis Support:

Participate in early-stage screening and evaluation of semiconductor-related projects.

Support the investment team throughout the deal execution process.

Policy and Regulatory Research:

Track and analyse updates on Malaysian investment and regulatory policies.

Provide timely insights and recommendations to the local strategy and decision-making.

Qualifications:

Proven long-term working experience in Malaysia, with strong interpersonal and cross-cultural communication skills.

Penang-based is strongly preferred; solid network within the Malaysian semiconductor industry is highly desirable.

Fluent in Mandarin Chinese, English, and Malay — both spoken and written.

Seniority Level Mid-Senior level

Employment Type Full-time

Job Function Information Technology

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Overview

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 mostly 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) Help us to

be the bridge between green capital and renewable energy projects . It is our job to allocate and distribute the capital in the most efficient and impactful way, and therefore help the transition to clean and low-carbon energy in Southeast Asia. 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 Requirements

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 Completed multiple due diligence processes 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 Excellent communication & presentation skills 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 Seniority level

Mid-Senior level Employment type

Full-time Job function

Analyst Industries

Renewable Energy

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Manager, Office Operation & Human Resource at Bradbury Group Overview Bradbury Group is a comprehensive financial institution consisting of several licensed professional entities that specialize in offering international securities brokerage, asset management, external asset management services under diversified products and quality services in serving sophisticated and professional investors globally.

Job Position Investment Executive (2pax)

- IPO (Pre-IPO & IPO) listing

- Valuation and financial modelling (Building financial model and performed valuation analysis including financial projections, discounted cash flows analysis, comparable company analysis and precedent transaction analysis & conduct sensitivity analysis and scenario analysis based on the valuation outcome)

- Independent advisory

- Coordinating and monitoring the execution of corporate proposals whilst maintaining good relationships with clients and due diligence working group

- Preparation of slide deck for audit and risk management committee and board meeting

- Merger and Acquisition which includes Preparation of teaser and information memorandum for acquisition of a hypermarket as well as lands, performing financial analysis, business market position and conducting market and industry research & preparation of materials for mergers and acquisition origination

- Other ad hoc task assigned

Summary of Job Description

Contribute to tasks in all phases of the deal transaction, from origination, execution, documentation up to deal closing.

Assist in the preparation of term sheets, mandates, proposals, presentation kits, etc for all prospective deals.

Conduct research and analysis in preparation of market update, data gathering and sales pitches.

Assist the team in the transaction execution and to prepare and review all required documentation.

Review financial models including formulating and re-working these models for internal credit and external rating.

Liaising with various internal stakeholders within Bradbury Asset Management.

Qualifications and Requirements

You should have a relevant Bachelor’s Degree/MBA from a recognized university in Finance, and or Banking, Project Management and Acquisitions.

Minimum 3 to 5 years in the field with acquired contacts and relevant business markers

Candidate is required to secure license to be involved in Permitted Capital Market Activities - Advising on Corporate Finance.

Investment banking experience and strong background in knowing markets related to investments

Outstanding analytical skills, detail-oriented, pro-active and self-motivated

Company acquisitions and project-based management skills is a requirement

Possesses high level of drive and initiative to execute his/her tasks.

Possess strong valuation/credit analysis skills and proficient in financial modeling.

Advanced proficiency with Bloomberg and Microsoft Office, particularly in PowerPoint and Excel

Ability to multitask and thrive under pressure and tight deadlines.

Meticulous, strong team player with an inquisitive mind, excellent people skills, driven, independent, reliable, and highly adaptable to changes.

Possess strong communication skills in written and spoken English and Bahasa Malaysia, and ability to communicate in Mandarin is an added advantage.

Benefits and Compensation

Good salary and opportunity to grow

On job training

Career planning and opportunity for advancement or promotion

Other Information

Office hour is regular hour, Monday to Friday 9.00am to 6.00pm

Office tower located at Intermark, KL (opposite Ampang Park LRT)

Walking distance with shelter to nearest LRT station – Ampang Park LRT

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst

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