Investment Portfolio Manager

Bjak; Petaling Jaya; On-site; MYR 50,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for a skilled Investment Portfolio Manager to optimize investment portfolios and drive performance through strategic analysis and market research. This role is pivotal in identifying lucrative investment opportunities while managing risks effectively. The ideal candidate will possess a strong foundation in financial analysis, complemented by experience in equity research or investment banking. Join a dynamic team that values innovation and collaboration, where your insights will shape investment strategies and contribute to the company's growth in the financial services sector.

Benefits

Competitive salary

Performance bonuses

Collaborative work environment

Flexible working hours

Strong learning and development plans

Casual work attire

International work environment

Qualifications

• 1+ years of experience in equity research, investment banking, or related fields.
• Strong foundation in financial analysis and valuation methodologies.

Responsibilities

• Develop tailored investment strategies to maximize returns within risk frameworks.
• Conduct detailed industry research and maintain financial models.

Skills

Financial Modeling

Market Research

Risk Management

Analytical Skills

Decision Making

Education

Bachelor’s degree in Business Administration

CFA or MBA

Tools

Financial Software

Job description

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, blockchain, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Position Summary:
We are seeking a highly skilled and driven Investment Portfolio Manager to oversee and optimize investment portfolios by conducting thorough market research, financial modeling, and strategy implementation. This role involves identifying investment opportunities, managing risks, and ensuring portfolio performance aligns with organizational objectives. The ideal candidate will bring experience from equity research, investment banking, hedge funds, private equity, or related fields, coupled with a strong foundation in financial analysis and valuation.

Key Responsibilities:

Portfolio Management:

• Develop and implement tailored investment strategies to maximize returns within the defined risk framework.
• Regularly review and adjust portfolio allocations in response to market trends and opportunities.
• Manage day-to-day asset trading and ensure alignment with strategic goals.

Research and Analysis:

• Conduct detailed industry and company-specific research, including due diligence and channel checks.
• Build and maintain advanced financial models for company valuation and performance tracking.
• Report on economic, industry-specific, and market developments to inform investment decisions.

Relationship Management:

• Build and maintain relationships with sell-side analysts, sales representatives, and research associates.
• Attend conferences and industry events to expand knowledge and networks.
• Support communication with clients, stakeholders, and internal teams, delivering clear and insightful recommendations.

Risk and Compliance:

• Identify and mitigate risks associated with portfolio assets.
• Ensure compliance with relevant regulatory and ethical standards.
• Uphold the highest levels of professionalism, integrity, and excellence in all tasks.

Innovation and Strategy:

• Assist in creating and innovating unique investment strategies based on emerging trends.
• Participate in developing solutions that contribute to broader organizational goals, including sustainability and technological advancements.

Performance Monitoring and Reporting:

• Track portfolio performance and prepare detailed reports for internal and external stakeholders.
• Contribute to quarterly and annual updates, providing insights on risk, opportunities, and investment adjustments.

Qualifications and Skills:

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field (CFA or MBA is a plus).
• Minimum 1+ years of experience in equity research, investment banking, hedge funds, private equity, or a similar role.
• Advanced financial modeling and business analysis skills.
• Strong understanding of financial markets, investment strategies, and valuation methodologies.
• Exceptional analytical, critical thinking, and decision-making skills.
• Proficiency in financial software and tools for research and modeling.

Preferred:

• Experience in managing client relationships and communicating complex concepts effectively.
• Familiarity with regulatory frameworks and compliance requirements.
• Entrepreneurial mindset and ability to adapt in a dynamic environment.
• Knowledge of tax implications of investment decisions and portfolio adjustments.

Benefits:

• Competitive salary and performance bonuses.
• A collaborative, high-performance work environment focused on innovation and impact.
• Fast moving, challenging and unique business problems.
• Strong learning and development plans for your career growth.
• International work environment and flat organization.
• Flexible working hours & arrangement, Casual work attire.