Associate III | Active Co-Ownership & Engagement

EPF Malaysia; Selangor; On-site; MYR 180,000 - 240,000; Full time

Job summary

EPF Malaysia is seeking a seasoned financial analyst to evaluate portfolio companies, conduct sector and company research, and advise on ACE activities and VCP development to drive TSR improvements.

The role requires a solid background in accounting/finance, strong modelling and communication skills, and the ability to engage with portfolio company management and stakeholders.

Qualifications

• Bachelor's Degree in Accounting, Finance, or Economics recognised by the Government.
• Minimum 4 years of relevant experience in financial analysis, equity research, or corporate finance.
• Strong understanding of financial statements and valuation methodologies.
• Excellent written and oral communication and interpersonal skills.
• Professional qualifications such as CFA, ACCA, ICAEW are an added advantage.
• Experience in due diligence or VCP-related work is beneficial.

Responsibilities

• Advise on financial analysis, valuation, and performance for assigned companies.
• Interpret governance, market dynamics and capital allocation to guide engagement priorities.
• Evaluate financial models and valuation analyses for quality and defensibility.
• Validate ESG considerations and engagement approaches, with stakeholder coordination.
• Support VCP initiatives and engage with portfolio company management as guided.

Skills

Financial analysis

Valuation

Equity research

Stakeholder comms

Presentation skills

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

JOB SUMMARY

Evaluate financial analysis, valuation, sector research, and company research on portfolio companies, and advise on active co-ownership & engagement (ACE) activities and Value Creation Plan (VCP) development, to recommend improvements that contribute to total shareholder return (TSR) improvement.

JOB RESPONSIBILITIES

• Act as sector specialist to advise on financial analysis, valuation, and performance assessment on assigned companies.
• Advise company performance and sector positioning, interpreting financial results, governance practices, market dynamics, regulatory developments, competitive positioning and capital allocation to inform engagement priorities and recommend follow-up actions to the team lead.
• Evaluate financial models and valuation analyses to ensure quality and defensibility, advising on appropriate analytical approaches for non-routine issues.
• Validate company-specific strategic, governance, and ESG considerations, recommending appropriate engagement approaches to support effective portfolio company engagement, in addition to engaging at working level with portfolio company management through company visits and broker-arranged sessions, with increasing direct exposure under guidance.
• Assist in assessment and monitoring for VCP initiatives across assigned companies.

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 Accounting, Finance, Economics, or an equivalent qualification recognised by the Government from any local or overseas higher learning institution
• Professional qualifications such as CFA, ACCA, ICAEW, etc are an added advantage
• Minimum 4 years of relevant working experience in financial analysis, equity research, investment management, or corporate finance
• Strong understanding of financial statements, valuation methodologies, and company performance
• Experience in due diligence or VCP-related work is an added advantage
• Good analytical and problem-solving skills
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders
• Skilled in writing and presentations

JOB STATUS

Permanent

All applications are strictly CONFIDENTIAL and only shortlisted candidates will be called in for interview. Applications are deemed UNSUCCESSFUL if there is no feedback from the EPF 2 MONTHS after the closing date of advertisement.