Senior Analyst | Investment Analytics

EPF Malaysia; Petaling Jaya; On-site; MYR 70,000 - 100,000; Full time

Job summary

A financial institution in Petaling Jaya seeks an experienced investment analytics professional to lead data analysis and reporting initiatives. This role demands a Bachelor's Degree in finance or related fields, professional certifications are advantageous, and at least 7 years of experience in investment analytics. Candidates must be Malaysian citizens proficient in both English and Bahasa Melayu. Strong analytical, communication, and project management skills are essential.

Qualifications

• Minimum 7 years of relevant experience in investment analytics or performance reporting.
• Malaysian citizen with proficiency in Bahasa Melayu.
• Strong attention to detail and ability to work under pressure.

Responsibilities

• Lead investment analytics activities and provide analytical support.
• Conduct daily portfolio performance reviews and prepare analytical reports.
• Drive process improvement initiatives and enhance reporting automation.

Skills

Data analysis

Financial market research

Reporting automation

Project management

Risk analysis

Education

Bachelor’s Degree in Finance or related field

Professional certifications (CFA, FRM, CPA)

Tools

Microsoft Excel

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

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.