Analyst III | Analytics, Research & Investment Operations

EPF Malaysia; Selangor; On-site; MYR 120,000 - 180,000; Full time

Job summary

EPF Malaysia is seeking an analytically strong professional to support Analytics, Research & Investment Operations (ARI). The role focuses on consolidated reporting, performance analysis, data management, and coordination with internal/external stakeholders to improve decision-making and efficiency across the department.

The candidate will help optimise data systems, build dashboards (PowerBI/Tableau), and deliver forward-looking insights across public and private markets.

Qualifications

• Pass in Bahasa Melayu, including the oral test in SPM level or equivalent recognised by Government.
• Bachelor's Degree in Finance, Economics, Accounting or equivalent recognised by Government.
• Minimum 4 years in investment operations or performance reporting for pension funds, sovereign wealth funds, or asset managers.
• Experience in cash flow monitoring, analysis, and reporting; strong dashboard development skills.

Responsibilities

• Prepare consolidated investment performance reports and presentations for senior management, including metrics like ROC, NAV, and SAA alignment.
• Coordinate with asset class teams to validate data and improve reporting efficiency.
• Monitor monthly/annual cash flow positions for portfolios and liaise with custodians for projections and FX impacts.
• Assist with year-end closing activities and ensure compliance with audit and regulatory requirements.
• Develop dashboards and analytical tools to improve portfolio visibility and decision-making.
• Conduct market analysis and produce concise insights for management discussions.

Skills

Communication skills

Writing and presentations

Education

Bachelor's Degree in Finance/Economics/Accounting

Tools

PowerBI

Tableau

Job description

JOB SUMMARY

This role requires analytical capabilities in executing the overall function of Analytics, Research & Investment Operations (ARI) in delivery investment performance analysis, data-driven insights and operational support for the department. The role focuses on consolidated reporting, investment monitoring, data analytics enhancements, and coordination with internal/external stakeholders to strengthen decision-making and operational efficiency across the department. The role increasingly emphasises data systems optimisation, structured analytics, and forward-looking insights.

JOB RESPONSIBILITIES

1. Investment Performance Reporting & Analysis

• Prepare consolidated investment performance reports and presentations for senior management, including key metrics such as income, return on capital (ROC), market value movements, and strategic asset allocation (SAA)/sub-SAA alignment and deeper analytics including geography exposure, sector concentration, commitments and general partner (GP) relationships.
• Coordinate with asset class teams to validate data, ensure consistency, and improve reporting efficiency.
• Present the performance of Special Purpose Vehicles to Board of Audit Committee (BAC).

2. Data Management, Analytics & Systems Enhancement

• Maintain, update, and improve ARI’s master database to strengthen data accuracy, consistency and usability across reporting cycles.
• Support development of dashboards and analytical tools that help improve visibility of portfolio performance, market trends, and operational metrics.
• Assist with evaluating and utilising external data platforms to improve data sourcing and analytics capabilities.
• Contribute to identifying process improvements and opportunities to streamline reporting and analytics through digital tools and automation.

3. Cash Flow Monitoring & Deployment Management

• Monitor monthly and annual cash flow positions for Private Equity & Infrastructure (PEI)’s portfolios, ensuring liquidity requirements are met.
• Liaise with relevant departments and financial partners (e.g. custodians) for projections, call/distribution schedules, foreign exchange (FX) impacts, and operational alignment
• Maintain updated and accurate cash flow tracking tools to support investment decision-making and funding operations.

4. Investment Operations, Compliance & Year-End Support

• Assist with year-end closing activities for subsidiaries, associates, and funds under PEI by consolidating data and liaising with relevant departments, supporting audit processes and monitoring accounting matters handled by internal accountants or third parties.
• Support investment operations and compliance requirements by coordinating with internal teams for audit, compliance checks, and documentation requirements.
• Manage statutory and operational reporting tasks, including preparing directorship listings for subsidiaries/associates/underlying for submission to finance and analyse data in financial statements and closely monitoring matters related to any accounting issues for subsidiaries/associates handled by accountants or third party.
• Coordinate with investment teams and audit teams to ensure investment operations comply with routine/thematic audit and regulatory guidelines.
• Ensure timely preparation of data submissions and any required supporting documents.

5. Market Research & Industry Insights

• Conduct focused market and macroeconomic analysis to support investment teams and management discussions.
• Produce concise thematic insights when required, particularly in areas relevant to ongoing investment evaluations or portfolio trends.

6. Shariah Transaction

• Maintain and update records of committed and rejected Shariah transactions in the department logbook.
• Monitor Shariah-related capital calls and distribution activities to ensure accurate tracking and reporting.
• Update and maintain information received from the relevant department to monitor the conventional saving & shariah saving’s SAA based on recorded net asset value (NAV) data.

QUALIFICATIONS

• Pass in Bahasa Melayu, including the oral test in Sijil Pelajaran Malaysia (SPM) level or possess an equivalent qualification recognised by the Government
• Possess a Bachelor's Degree in Finance, Economics, Accounting, or an equivalent qualification recognised by the Government from any local or overseas higher learning institution.
• Minimum 4 years of relevant working experience in investment operations or performance reporting functions within pension funds, sovereign wealth funds, or asset management firms, particularly those supporting financial services clients; and/or Financial Planning & Analysis roles within large corporate organisation.
• Experience in cash flow monitoring, analysis, and reporting with strong capability in developing automated dashboards and management reporting solutions using PowerBI and/or Tableau.
• Sound understanding of investment concept, coupled with a keen interest in financial markets, asset class developments, and macroeconomics trends across both public and private markets.
• Good communication skills to collaborate effectively with cross‑functional teams, set clear expectations, and assist in stakeholder engagements.
• Skilled in writing and presentations.

JOB STATUS

Permanent