Senior Analyst | Investment Analytics

EPF Malaysia; Petaling Jaya; On-site; MYR 90,000 - 130,000; Full time

Job summary

EPF Malaysia is seeking an experienced Investment Data Analytics professional to lead analytics activities across portfolio performance evaluation, market research, and reporting. You will coordinate projects, support management with data-driven insights, and design frameworks to benchmark investments against targets.

The role requires strong skills in Excel, Power BI/Tableau, and programming (SQL, Python).

Qualifications

• Bachelor’s Degree in Finance, Investment, Accounting, Economics, Statistics, Financial Engineering, Data Analytics or related field recognized by the Government of Malaysia.
• Professional certifications such as CFA, FRM, CPA or Data Analytics credentials are an added advantage.
• Minimum 7 years of relevant experience in investment analytics, performance reporting, financial data analysis, or portfolio management within asset management, fund management, or financial institutions.

Responsibilities

• Lead investment analytics activities including data analysis, market research, project coordination, and administrative support.
• Provide analytical support to Management and internal stakeholders for portfolio performance evaluation against benchmarks and asset allocation strategies.
• Design reporting frameworks and analytical models to deliver data-driven insights supporting investment decisions.
• Drive process improvement and collaborate across departments to ensure timely, accurate investment data reporting.
• Conduct daily and periodic portfolio performance reviews and prepare analytical reports on performance and indicators.
• Design, define and maintain interactive dashboard layouts and reporting specifications aligned with business needs and user experience.
• Ensure analytics initiatives align with organizational investment objectives and risk management strategies.
• Analyze financial data, market trends, and economic indicators to provide actionable insights for investment decisions.
• Maintain adherence to regulatory requirements, internal frameworks, and financial reporting standards.
• Validate and manage data accuracy from internal systems and external sources.

Skills

Investment analytics

Portfolio performance

Data visualization

SQL

Python

Excel

English

Bahasa Melayu

Education

Bachelor's Degree in Finance

CFA/FRM/CPA or data analytics certs

Tools

Power BI

Tableau

VBA

SQL

Python

Job description

JOB DESCRIPTION

Responsibilities are not limited to the scope listed below and may include related functions based on business needs and workload.

• Lead investment analytics activities, encompassing data analysis, financial and market research, project coordination, and administrative support.
• Provide analytical support to the Management and internal stakeholders for portfolio performance evaluation against benchmarks and asset allocation strategies.
• Design reporting frameworks and analytical models to deliver data-driven insights that support investment decision-making and performance evaluation.
• Drive process improvement initiatives and collaborate across departments to ensure accurate, timely, and efficient reporting of investment data.

JOB RESPONSIBILITIES

Investment Data Analytics

• Conduct daily and periodic portfolio performance reviews and prepare analytical reports on portfolio performance and investment indicators.
• Design, define and maintain interactive dashboard layouts and reporting specifications, ensuring alignment with business needs and user experience standards.
• Ensure analytics initiatives align with organizational investment objectives and risk management strategies.
• Analyze financial data, market trends, and economic indicators to provide actionable insights for investment decisions.
• Maintain adherence to regulatory requirements, internal frameworks, and financial reporting standards.
• Validate and manage data accuracy and integrity from internal systems and external sources.

Projects and Process improvement

• Partner with the Investment Departments and Digital Technology Departments to enhance analytics processes and reporting automation.
• Coordinate investment analytics projects to ensure timely and high-quality delivery.
• Drive initiatives for process optimization, automation, and implementation of best practices in investment operations.

QUALIFICATIONS

• Bachelor’s Degree in Finance, Investment, Accounting, Economics, Statistics, Actual Science, Financial Engineering, Data Analytics or related field recognized by the Government of Malaysia.
• Professional certifications such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Certified Public Accountant (CPA), or Data Analytics credentials are an added advantage.
• Minimum 7 years of relevant experience in investment analytics, performance reporting, financial data analysis, or portfolio management within asset management, fund management, or financial institutions.
• Malaysian citizen.
• Obtain a pass in Bahasa Melayu, including an oral test in Sijil Pelajaran Malaysia (SPM) level or equivalent qualification recognised by the Government.

JOB REQUIREMENTS & COMPETENCIES

• Strong understanding of investment instruments (e.g., equities, fixed income, private markets, derivatives), financial markets, portfolio performance metrics, risk and valuation concepts.
• Proficiency in Microsoft Excel and data analytics tools (e.g., Power BI, Tableau), with experience in data visualization and automated reporting.
• Familiarity with VBA, SQL, Python, or other data tools is an advantage.
• Strong ability to analyze complex data, identify issues, and develop effective solutions with keen attention to detail.
• Proactive and self-motivated, with strong discipline and adaptability to new technologies.
• Able to perform effectively under pressure in a fast-paced environment.
• Capable of managing multiple projects and priorities simultaneously while ensuring accuracy and timeliness.
• Demonstrate ability to plan, organize, and execute tasks effectively, including setting clear timelines and managing resources efficiently.
• Collaborative team player with a positive attitude.
• Strong written and verbal communication skills in English and Bahasa Melayu.

JOB STATUS

Permanent

PLACEMENT

Investment Analytics Unit, Fund Accounting & Analytics Section, Investment Services Department