Company Description
This role is based within one of our portfolio companies, a Malaysian fintech platform focused on making investment products more accessible and intelligent for retail and institutional clients alike, with a growing footprint in fund distribution and AI-driven portfolio management. As the platform scales and expands its product offerings, we are looking for an Investment Analyst to join a small, high-calibre team working closely with the founders on live deals, new opportunities, and the continued development of the platform's investment infrastructure.
Role Description
We are looking for an Investment Analyst with 3–5 years of experience in equity research, fund analysis, or portfolio management to join our investment team. You will work closely with senior leadership on fund evaluation, portfolio monitoring, and the operational integrity of our investment platform. This is a hands-on role — you will be expected to contribute meaningfully from early on, with real ownership of your work. The right candidate is analytically strong, intellectually curious, and comfortable operating in a fast-moving environment where priorities shift and initiative is rewarded.
Key Responsibilities:
Investment Analysis & Deal Support
- Perform return modelling, risk assessment, and comparative analysis across the Malaysian fund universe to identify optimal fund allocations
- Prepare investment memos, deal summaries, and supporting materials for internal review and stakeholder presentations
- Assist in evaluating new investment opportunities across alternative credit and emerging fintech-adjacent asset classes
AI Platform Oversight
- Support the development of governance frameworks and oversight processes for our AI-driven portfolio management tools
- Stress-test investment assumptions, identify edge cases, and flag areas where system outputs require human review or recalibration
- Act as a bridge between the investment and technology teams — translating investment logic and risk parameters into clear operational requirements
Portfolio Monitoring & Reporting
- Maintain a structured view of active investments and portfolio performance
- Prepare clear, concise performance updates and variance analyses for internal and external stakeholders
- Track key dates, fund NAVs, distribution schedules, and rebalancing triggers across the portfolio
Research & Market Intelligence
- Monitor developments in Malaysian fintech regulation (SC, BNM), alternative credit markets, and emerging investment themes relevant to our product direction
- Provide ad-hoc research support on industries, competitors, and market dynamics to inform deal sourcing and business decisions
Stakeholder Coordination
- Liaise with fund managers, technology partners, and internal teams to gather data, resolve discrepancies, and keep workstreams moving
- Prepare materials for management reviews, investor meetings, and board-level updates as required
Required Experience and Skills:
- Degree in Finance, Economics, Accounting, Business, or a related field
- 3–5 years of experience in equity research, fund analysis, portfolio management, or investment analysis; candidates with corporate finance or equity analysis backgrounds with demonstrable interest in public markets will also be considered
- CFA qualification or progress toward CFA is a strong advantage; SC Licensing (Module 9 and/or Module 10) holders are preferred
- Solid grasp of financial modelling, comfortable building and working through models in Excel independently
- Familiarity with the Malaysian unit trust landscape, fund distribution ecosystem, and key fund houses is a distinct advantage
- Experience or familiarity with investment memo writing and fund evaluation; you should be comfortable putting structured analysis into writing
- Comfortable engaging critically with AI and data-driven tools from an investment and risk perspective, you don't need to write code, but you should think carefully about outputs
- Strong written and verbal communication in English; proficiency in Bahasa Malaysia and/or Mandarin is an advantage
- Organised, reliable, and proactive, able to manage multiple workstreams and take ownership of your deliverables
- High integrity and discretion; you will have access to sensitive deal and portfolio information
Why Join Us
- Direct exposure to fund selection, portfolio construction, and live deal flow at a growing fintech platform, not a rotation programme or support role
- A rare opportunity to sit at the intersection of investment management and AI-driven financial technology
- Close working relationship with founders and senior decision-makers from day one
- Lean team structure means your contributions are visible and your growth is fast
- Performance-based upside for candidates who demonstrate genuine initiative and strong execution
