What Jobs are available for Investment Specialists in Kuala Lumpur?
Showing 191 Investment Specialists jobs in Kuala Lumpur
Manager, Investment Management
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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. Oversight of investment-related management reports. Manage portfolios and investment-linked funds under the Shared Services Agreement with AmMetLife Takaful. Oversee and manage the strategic relationship with key stakeholders (MetLife Investment Manager Oversight (UK) and Portfolio Management Unit (Asia)). Unlock job insights
Salary match Number of applicants Skills match Your application will include the following questions: Which of the following statements best describes your right to work in Malaysia? What’s your expected monthly basic salary? Which of the following types of qualifications do you have? How many years' experience do you have as an Investment Manager? AmMetLife Insurance Berhad ("AmMetLife") (formerly known as AmLife Insurance Berhad) is a long-established insurer (incorporated on 17 September 1973) in Malaysia. AmMetLife is a strategic partnership between AMMB Holdings Berhad ("AmBank Group") and MetLife International Holdings, Inc. With the coming together of AmBank Group and MetLife on April 30, 2014 & leveraging on the shared core values of integrity and innovation, AmMetLife aims to be a leading customer centric & modern insurer in Malaysia. AmMetLife offers a comprehensive range of life insurance & wealth protection solutions distributed through the AmBank Group’s network of nearly 200 AmBank & AmMetLife branch offices nationwide. AmMetLife Insurance Berhad ("AmMetLife") (formerly known as AmLife Insurance Berhad) is a long-established insurer (incorporated on 17 September 1973) in Malaysia. AmMetLife is a strategic partnership between AMMB Holdings Berhad ("AmBank Group") and MetLife International Holdings, Inc. With the coming together of AmBank Group and MetLife on April 30, 2014 & leveraging on the shared core values of integrity and innovation, AmMetLife aims to be a leading customer centric & modern insurer in Malaysia. AmMetLife offers a comprehensive range of life insurance & wealth protection solutions distributed through the AmBank Group’s network of nearly 200 AmBank & AmMetLife branch offices nationwide. Please include any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage if applicable. Researching careers? Find all the information and tips you need on career advice.
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Investment Specialist
Posted 5 days ago
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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.
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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Investment Specialist
Posted 17 days ago
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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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Investment Analyst
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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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Investment Analyst
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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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Investment Manager
Posted 12 days ago
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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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INVESTMENT ASSOCIATE
Posted 17 days ago
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INVESTMENT ASSOCIATE
role at
JAC Recruitment .
Job Responsibilities:
Manage investee companies, review potential investment opportunities, and conduct thorough analyses of various sectors and companies.
Utilize financial analysis skills, including financial modeling, to ensure investments meet the required return criteria.
Support the team in identifying and evaluating new investment opportunities, managing existing portfolios, and preparing reports.
Prepare investment proposals, detailed reports for the Investment Committee, and presentation materials.
Maintain and nurture relationships with portfolio companies, ecosystem partners, and stakeholders to ensure effective communication and collaboration.
Job Requirements:
Degree in finance, accounting, economics, business, or related fields.
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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Associate, Investment
Posted 17 days ago
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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
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Investment Analyst
Posted 17 days ago
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Manager, Investment
Posted 17 days ago
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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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