Senior Analyst I - Portfolio Optimisation & Solution (EFM)

EPF Malaysia; Selangor; On-site; MYR 180,000 - 240,000; Full time

Job summary

EPF Malaysia is seeking an experienced investment professional to coordinate planning and development of new strategies, mandates, and investment products. The role involves lead market research, building relationships with EFMs and consultants, and coordinating with custodians on strategy establishment.

The ideal candidate has a strong background in investments, portfolio analytics, asset allocation optimization, and proficiency with investment databases and software across asset classes.

Qualifications

• Bachelor’s degree in accounting, business, banking, finance, investment, economics or actuarial science recognised by the Government.
• Investment-related professional qualifications such as CFA are an added advantage.
• Minimum 7 years in investment management or portfolio analytics with data-driven evaluation.

Responsibilities

• Prepare quantitative analyses and feasibility studies for new products and strategies.
• Lead or support projects and proposals within the department.
• Coordinate with index providers on new indices or changes to settings.
• Manage relationships with EFMs and custodians for new mandates.
• Develop proposals for new mandates and managers with strong track records.
• Collaborate with internal teams on Shariah, risk, operations, taxation, and implementation.
• Attend market briefings and share insights with colleagues.
• Prepare documentation for internal and external audits.

Skills

Investments

EFM appointments

Portfolio analytics

Asset allocation

Data-driven analysis

Interpersonal skills

Stakeholder collaboration

Education

Bachelor's Degree in Accounting/Business/Finance/Economics

Investment-related professional qualifications e.g., CFA

Job description

JOB SUMMARY

Facilitate and coordinate tasks related to planning and developing new strategies, which include identifying investment mandates, lead capital market research, building relationships with potential external fund managers (EFMs) and consultants.

JOB RESPONSIBILITIES

1. Prepare quantitative analyses and feasibility studies for new investment products, mandates, and strategies, and support the preparation of papers and recommendations for presentation to the Investment Management Committee and Investment Panel.
2. Build and maintain relationships with potential and existing EFMs, identify suitable mandates or products for EPF, and coordinate with domestic and global custodians on matters related to the establishment of new strategies or mandates.
3. Prepare and manage Request for Information (RFI) exercises, assess responses, and support the development of proposals on new mandates and recommended managers or strategies with strong track records.
4. Lead or support strategic projects and proposals within the department by integrating inputs from relevant sections and stakeholders.
5. Coordinate with index providers on the establishment of new indices or changes to existing index settings.
6. Collaborate with internal stakeholders on matters relating to Shariah, asset allocation, sustainability, risk, operations, accounting, taxation, and implementation requirements arising from new mandates, products, or EFM appointments.
7. Attend market briefings, courses, and knowledge-sharing sessions, and share relevant insights with colleagues.
8. Prepare documentation required for section audit activities by the internal and external auditors, or appointed audit firms.

QUALIFICATIONS

• Pass in Bahasa Melayu, including the oral test in Sijil Pelajaran Malaysia (SPM) level or possess an equivalent qualification recognised by the Government
• Bachelor's Degree in Accounting, Business, Banking, Finance, Investment, Economics, Actuarial Science or an equivalent field recognised by the Government
• Investment-related professional qualifications such as CFA or accounting professional qualification are an added advantage
• At least 7 years of working experience in investment management, portfolio strategy, financial analysis and/or portfolio analytics, involving the evaluation and interpretation of portfolio performance, risk and composition using data-driven techniques
• Strong background in investments, appointment of EFMs, portfolio analytics and asset allocation optimisation
• Proficient in the use of various advanced software platforms and programming languages across various asset classes
• Proficient in the use of computer applications and investment-related database systems
• Excellent interpersonal skills with the ability to interact effectively with internal and external stakeholders

JOB STATUS

Permanent

All applications are strictly CONFIDENTIAL and only shortlisted candidates will be called in for interview. Applications are deemed UNSUCCESSFUL if there is no feedback from the EPF 2 MONTHS after the closing date of advertisement.