Portfolio Associate (Senior/AM)

PCCS Group Berhad; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A financial services provider in Kuala Lumpur is seeking an Investment Strategy Analyst to assist in developing and executing investment strategies for in-house portfolios. Candidates should have a Bachelor’s degree and 3-5 years of experience in portfolio management or financial advisory. Familiarity with financial software and strong communication skills are required. Proficiency in Mandarin is a plus.

Qualifications

• 3-5 years in investment strategy or portfolio management experience.
• Experience with multi-asset class portfolios preferred.
• Strong analytical skills and ability to evaluate market trends.

Responsibilities

• Assist in developing and executing investment strategies.
• Monitor and manage investments across multiple asset classes.
• Conduct research and analysis for new investment opportunities.
• Evaluate portfolio performance and provide regular reports.

Skills

Financial modelling

Portfolio management

Risk mitigation

Communication

Leadership

Adaptability

Education

Bachelor’s degree in Finance or related field

Advanced degrees (MBA) or certifications (CFA, CFP, CPA)

Tools

Bloomberg

FactSet

Excel

Job description

Responsibilities

• Assist in developing and executing investment strategies for in-house portfolios.
• Monitor and manage investments across multiple asset classes, including equities, fixed income, real estate, and private equity.
• Conduct research and analysis to identify new investment opportunities.
• Track and evaluate portfolio performance, providing regular reports and insights.
• Assess market trends and recommend portfolio adjustments to maximize returns.
• Maintain accurate records of investment transactions and valuations.
• Identify and mitigate risks within the investment portfolio.
• Ensure compliance with internal investment policies and external regulations.
• Support the optimization of asset allocation to balance risk and return objectives.
• Assist in financial modelling and forecasting for investment planning.
• Work closely with senior management to align investments with corporate strategy.
• Participate in due diligence for new investment opportunities.
• Provide additional support and undertake special projects as required, ensuring adaptability to the evolving needs of the portfolio and management team.
• Collaborate with stakeholders to address emerging challenges and opportunities, proactively contributing to strategic initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Advanced degrees (MBA) or certifications (CFA, CFP, CPA) preferred.
• 3-5 years in investment strategy, portfolio management, or financial advisory, ideally within private banking or asset management.
• Experience with multi-asset class portfolios a plus.
• Strong financial modelling, portfolio management, and risk mitigation skills.
• Familiarity with financial software (e.g., Bloomberg, FactSet) and advanced Excel.
• Excellent communication and leadership abilities, with experience working across teams and stakeholders.
• Ability to adapt to evolving market conditions and regulatory environments.
• Mandarin proficiency is a plus.