Investment & Client Coverage Manager

Crewstone International; Cyberjaya; On-site; MYR 100,000 - 150,000; Full time

Job summary

A private equity firm in Cyberjaya is seeking a candidate for an investment advisory role. You will identify and evaluate potential investment opportunities while cultivating strong relationships with institutional investors. Responsibilities include preparing investment pitches and conducting due diligence, ensuring compliance throughout fundraising efforts. The ideal candidate has a degree in finance or similar, with at least 3 years of relevant experience in private equity or financial advisory.

Qualifications

• 3+ years of relevant experience in private equity, investment banking, or financial advisory.
• Prior experience in client coverage or wealth management is beneficial.
• Ability to work independently and in a team in fast-paced settings.

Responsibilities

• Identify and evaluate investment opportunities in key sectors.
• Build relationships with investors and provide tailored solutions.
• Prepare investment pitch decks and conduct financial due diligence.
• Cultivate relationships with investors and prepare fundraising materials.
• Lead and support fundraising efforts with compliance in mind.

Skills

Financial analysis

Investment due diligence

Presentation skills

Written communication

Verbal communication

Education

Bachelor's or Master's degree in Finance, Economics, Business Administration

Job description

Crewstone International is a private equity and investment firm specializing in fund management, capital raising, and advisory services. We connect global investors with high-potential opportunities while ensuring regulatory compliance and operational excellence. Our experienced team drives growth and value creation across industries, making Crewstone a trusted partner for tailored investment solutions.

What will you do:

Client Coverage and Deal Sourcing

• Identify and evaluate potential investment opportunities aligned with Crewstone’s services, such as fundraising, fund setup, and structuring, in key sectors like logistics, healthcare, green technology, e-commerce, and capital markets.
• Build and maintain strong relationships with institutional investors, family offices, and high-net-worth individuals, ensuring a thorough understanding of their needs and offering tailored solutions.
• Source high-quality deals and investment leads by leveraging Crewstone’s network of regulators, financial institutions, and government agencies.
• Promote Crewstone’s services, including fund structuring and capital raising, to prospective clients, fostering relationships that drive business growth.
• Collaborate with internal teams to evaluate sourced opportunities and support deal negotiation and execution processes.

Sell-Side Advisory and Investment Analysis

• Prepare compelling investment pitch decks and financial due diligence reports to support sell-side mandates and attract potential investors.
• Conduct comprehensive investment analysis and due diligence, ensuring accurate financial modeling, risk assessment, and valuation to support transaction execution.
• Work closely with clients to understand their financial and strategic goals, providing tailored advisory solutions that maximize transaction value.
• Assist in managing the end-to-end sell-side process, from initial client engagement through deal closure, ensuring alignment with regulatory and compliance standards.

Investor Relations and Fundraising

• Cultivate long-term relationships with current and prospective investors through proactive communication, ensuring engagement and satisfaction.
• Coordinate and assist in preparing materials for fundraising activities, including pitch decks, presentations, and roadshows.
• Facilitate investor meetings, calls, and events, addressing inquiries related to fund performance, investment strategies, and market trends.
• Lead and support fundraising efforts, expanding Crewstone’s investor base through strategic outreach and participation in investor conferences and events.
• Ensure compliance with regulatory standards and best practices in all investor communication and fundraising activities.

Who are we looking for:

• Possess a Bachelor's, Master's, or PhD degree in Finance, Economics, Business Administration, or a related field.
• Prior experience in client coverage, wealth management, or sell-side advisory is a strong plus.
• At least 3 years of relevant work experience in private equity, investment banking, or financial advisory.
• Strong financial analysis, investment due diligence, and presentation skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.