Finance & Investment Analyst

BIZADVISOR DIGITAL SDN. BHD.; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Annual leave

Learning & development

Team events

Career progression

Job summary

BizAdvisor Digital is a digital business consultancy and accounting firm seeking a Finance & Investment Analyst to identify investment opportunities, conduct research, and provide actionable insights to support decisions.

You will perform market research, financial analysis, modelling, due diligence, and risk assessment while collaborating with clients and the service team. A strong analytical mindset and effective communication are essential.

Qualifications

• At least 1 year of working experience with consulting, investment or audit firm.
• Bachelor's degree in accounting, finance, investment, economics, business, or a related field.
• A team player with excellent communication, interpersonal, presentation and writing skills.
• Meticulous attention to detail.
• Strong analytical skills with proficiency in financial modelling and data analysis.
• Knowledge of financial markets, investment strategies, and risk management is a plus.

Responsibilities

• Market Research: Conduct in-depth research on financial markets, industries, and specific companies to identify investment opportunities.
• Financial Analysis: Evaluate the financial health of companies by reviewing financial statements, income statements, balance sheets, and cash flow statements.
• Financial Modelling: Build and maintain financial models to support investment decisions, including valuation, forecasting and scenario analysis.
• Due Diligence: Perform due diligence on potential investments, including company financials, management teams, and competitive positioning.
• Risk Assessment: Analyse the risk associated with potential investments, considering factors like market volatility, credit risk, and geopolitical events.
• Investment Recommendations: Provide investment recommendations based on research findings, financial analysis, and risk assessments.
• Portfolio Sourcing and Management: Outreach and screen new startups for investment purposes and assist in portfolio management.
• Reporting: Prepare pitch deck, business valuation and financial report for clients.
• Client Communication: Communicate investment strategies and performance updates to clients with clear reports.
• Process Improvement: Build and automate Excel-based financial models (budgets, forecasts, valuations).
• Regulatory Compliance: Ensure compliance with relevant financial regulations and company policies.

Skills

Financial modelling

Data analysis

Market research

Communication

Excel

Investment strategies

Education

Bachelor's degree

Job description

BizAdvisor Digital is a comprehensive digital business consultancy and accounting firm. We specialize in connecting businesses with the necessary resources to drive sustainable growth. Our goal is to enhance efficiency, competitiveness, and profitability through an extensive range of consulting and advisory services. We take pride in assisting businesses in navigating their challenges and unlocking their true potential.

Role Description

As a Finance & Investment Analyst, you will be responsible for identifying, evaluating investment opportunities, conducting research, and providing insights to support investment decisions.

Responsibilities:

• Market Research: Conduct in-depth research on financial markets, industries, and specific companies to identify investment opportunities. Researching financial markets, analysing investment options.
• Financial Analysis: Evaluate the financial health of companies by reviewing financial statements, income statements, balance sheets, and cash flow statements. Assess key financial ratios and metrics to gauge performance.
• Financial Modelling: Build and maintain financial models to support investment decisions, including valuation, forecasting and scenario analysis.
• Due Diligence: Perform due diligence on potential investments, including company financials, management teams, and competitive positioning.
• Risk Assessment: Analyse the risk associated with potential investments, considering factors like market volatility, credit risk, and geopolitical events.
• Investment Recommendations: Provide investment recommendations based on research findings, financial analysis, and risk assessments. Present investment proposals to clients or senior management.
• Portfolio Sourcing and Management: Outreach and screen new, relevant, and exciting startups for investment purposes and assist in the management of client portfolios.
• Reporting: Prepare pitch deck, business valuation and financial report for clients.
• Client Communication: Collaborate with client service team and communicate investment strategies, performance updates, and recommendations to clients, providing clear and concise information and reports.
• Process Improvement: Build andautomate Excel-based financial models(budgets, forecasts, valuations).
• Regulatory Compliance: Ensure compliance with relevant financial regulations, industry standards, and company policies in all investment activities.

Requirements:

• At least 1 year of working experience with consulting, investment or audit firm.
• Bachelor's degree in accounting, finance, investment, economics, business, or a related field.
• A team player with excellent communication, interpersonal, presentation and writing skills.
• Meticulous attention to detail.
• Strong analytical skills with proficiency in financial modelling and data analysis.
• Knowledge of financial markets, investment strategies, and risk management is a plus.

What we offer:

At BizAdvisor Digital, we are committed to providing a collaborative and flexible work environment that supports professional development and work-life balance. Our competitive benefits package includes:

• Comprehensive medical and wellness coverage
• Generous annual leave, and birthday leave entitlements
• Learning and development opportunities
• Team-building events and social activities
• Great career progression opportunities await the right person in this exciting position.