Manager, Performance & Investment Risk

Aham Capital; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services firm in Kuala Lumpur seeks a senior professional to lead portfolio and index data management. The role involves overseeing performance measurement, managing key relationships with financial institutions, and enhancing investment systems. Candidates should have a Bachelor's degree in a quantitative discipline, with over 7 years of relevant experience and strong skills in Excel and VBA. Commitment to diversity and equal opportunity is valued.

Qualifications

• 7+ years of relevant experience in investment performance or risk analytics.
• Solid expertise in investment risk and performance measurement.
• Strong communication skills to present insights.

Responsibilities

• Lead and oversee portfolio and index data management.
• Manage relationships with stockbrokers and financial institutions.
• Drive continuous improvement initiatives across reporting processes.

Skills

Excel (advanced)

VBA

Investment risk analysis

Stakeholder management

Education

Bachelor’s degree in Actuarial Science, Financial Engineering, Mathematics, Statistics

Tools

Bloomberg

FactSet

Job description

• Lead and oversee portfolio, benchmark, and index data management, ensuring accuracy, integrity, and timely availability for investment decision making and reporting.
• Manage the end to end production of portfolio and benchmark return, risk, attribution, and composite analytics, with accountability for quality control and methodological consistency.
• Provide in depth analysis and interpretation of performance and risk results, translating complex analytics into clear insights and actionable narratives for senior management, investment teams, and clients.
• Oversee the maintenance, governance, and periodic review of key investment reference datasets, including approved securities lists, model portfolios, benchmarks, and methodologies.
• Manage relationships and operational processes with stockbrokers, custodians, and financial institutions, including account setup, maintenance, and ongoing operational support.
• Own and enhance investment and performance measurement systems (e.g. Bloomberg and related platforms), including user access management, system configuration, vendor liaison, and process improvements.
• Coordinate, review, and sign off on investment related materials for internal and external dissemination, including client reports, fund fact sheets, financial statements, and regulatory disclosures.
• Act as a key coordination point for investment and performance information presented to senior stakeholders, including the Investment Team, Management, Board of Directors, Investment Committee, and clients.
• Drive continuous improvement initiatives across performance measurement, reporting processes, data governance, and system usage to enhance efficiency, scalability, and control.
• Provide leadership, guidance, and mentoring to team members, fostering technical excellence, accountability, and strong stakeholder engagement.

Requirements

• Bachelor’s degree in Actuarial Science, Financial Engineering, Mathematics, Statistics, or a related quantitative discipline.
• 7+ years of relevant experience in investment performance, risk analytics, or investment operations, with managerial or supervisory exposure.
• Strong proficiency in Excel (advanced), VBA, and investment systems such as Bloomberg, FactSet, or similar platforms.
• Solid expertise in investment risk and performance measurement, including analysis, attribution, and reporting.
• Good understanding of equities, fixed income, and other investment instruments.
• Sound knowledge of investment operations processes, data governance, and controls.
• Strong communication and stakeholder management skills, with the ability to present insights to senior management and committees.
• Proven ability to lead and develop teams and drive process improvements.

We value diversity and inclusion by bringing together talented individuals from diverse backgrounds and experiences. We’re dedicated to equal opportunity, assessing candidates based only on their skills and qualifications, regardless of ethnicity, religion, gender, or nationality.