Executive, Investment

Phillip Capital Group; Kuala Lumpur; On-site; MYR 67,000 - 112,000; Full time

Job summary

PhillipCapital Group in Malaysia is seeking an Executive, Investment to join our capital markets team. You will perform statistical analysis of daily fund returns, prepare unit trust statistics, and assist the fund manager with portfolio rebalancing.

The role also supports the marketing team with presentation decks for fund managers, and you will generate performance reports and related documents. Strong Excel and market data familiarity preferred.

Qualifications

• Intermediate to Advanced Excel.
• Ability to work with investment data.
• Basic understanding of equities, bonds, unit trusts and portfolio management.
• Good organizational and communications skills.
• Familiar with Bloomberg, Refinitiv or other market data platforms (an advantage).

Responsibilities

• To perform statistical analysis, including the preparation of daily fund returns and unit trust statistical tables.
• To perform the supporting role in marketing related activities, including preparing presentation decks for fund managers.
• To assist the fund manager in unit trust rebalancing.
• To prepare performance reports and other related reports on unit trust portfolios.
• To undertake any assignment as and when instructed by the superior and/ or the Management.

Skills

Excel

Investment data handling

Organizational skills

Communication skills

Portfolio management basics

Tools

Bloomberg

Refinitiv

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

PhillipCapital Group is a leading integrated financial institution headquartered in Singapore with a global presence in over 15 countries. In Malaysia, we are recognized for our strong reputation in capital markets, offering innovative financial solutions in broking, asset management, financial planning, and investment research.

The duties and responsibilities of Executive, Investment include but not limited to the following:

To perform statistical analysis, including the preparation of daily fund returns and unit trust statistical tables;

To perform the supporting role in marketing related activities, including preparing presentation decks for fund managers;

To assist the fund manager in unit trust rebalancing;

To prepare performance reports and other related reports on unit trust portfolios;

To undertake any assignment as and when instructed by the superior and/ or the Management.

Requirements:

Intermediate toAdvanceExcel

AbilitytoworkwithInvestmentdata

Basicunderstandingofequities,bonds,unittrustsand portfoliomanagement

Goodorganizationalandcommunicationskills

FamiliarwithBloomberg, Refinitivorothermarketdataplatforms(anadvantage)