Senior Associate, External Fund Management – Fixed Income Department

Kumpulan Wang Persaraan (KWAP); Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A prominent Malaysian fund management institution is looking for a Senior Associate in External Fund Management. This role requires a strong understanding of investment products and operational processes, along with experience in evaluating funds. Ideal candidates should hold a relevant degree and have four years of experience in investment management. Responsibilities include analysis, monitoring, and maintaining relationships with external fund managers. Benefits include EPF, SOCSO, and annual leaves.

Benefits

EPF

SOCSO

Annual Leaves

Qualifications

• Professional certifications such as CFA or PKMC are advantageous.
• Minimum 4 years of experience in investment management or financial services.
• Strong understanding of fixed income instruments.

Responsibilities

• Understand investment products and ensure accurate reporting.
• Source and evaluate new investment ideas for fund outsourcing.
• Support investment and operational due-diligence of EFMs.

Skills

Financial modelling

Data analysis

Knowledge of Rates and FX markets

Investment analysis

Communication with stakeholders

Education

Bachelor’s or Master’s degree in relevant field

Professional certifications (CFA, PKMC)

Tools

Bloomberg

Excel

Job description

Senior Associate, External Fund Management – Fixed Income Department

Qualifications

• Bachelor’s or Master’s degree in Accounting, Investment, Business, Economics, or any related field.
• Professional certifications, such as Chartered Financial Analyst (CFA), Pasaran Kewangan Malaysia Certificate (PKMC), or similar certifications, will be an added advantage.
• Minimum 4 years of working experience in investment management or financial services, preferably with exposures to fixed income instruments and external fund management.
• Strong knowledge of Rates and Foreign Exchange (FX) markets (domestic and international), fixed income, credit, and macroeconomic trends.
• Proficiency in financial modelling, data analysis, and tools, such as Bloomberg and Excel, experience in investment analysis and performance monitoring for institutional portfolios.
• Familiarity with due‑diligence processes and prior experience in preparing reports and communicating with stakeholders in an investment context.
• Ability to interpret market developments and contribute to investment strategies through rigorous analysis and informed recommendations.

Responsibilities

• The position requires a strong understanding of investment products, fund performance metrics, and operational process to ensure seamless communication, reporting accuracy and strategic alignment with external fund manager (EFM).
• Assist in sourcing and evaluating new investment ideas and strategies for fund outsourcing.
• Gather market data and prepare preliminary analysis for team lead’s review.
• Maintain and update the EFM database.
• Support investment and operational due‑diligence on shortlisted EFMs by compiling quantitative and qualitative data, as well as preparing assessment report.
• Prepare documentation for EFM appointments or terminations, including proposal papers for necessary approvals.
• Coordinate the execution of Investment Management Agreement (IMA).
• Track EFM’s investment activities and verifying compliance with IMA terms and KWAP’s internal policies and guidelines.
• Escalate potential issues for further review.
• Prepare and analyse EFM’s performance data, risk metrics, and market exposure for management review and decision-making.
• Support and involve in automation initiatives to enhance reporting efficiency, data accessibility and accuracy.
• Build and maintain strong working relationships with EFMs and key stakeholders within the investment ecosystem.
• Maintain regular communication with internal departments to ensure smooth operation and timely resolution of issues.
• Assist in updating relevant SOPs , guidelines, policies, and IMA to reflect current practices.

Benefits

• EPF
• SOCSO
• Annual Leaves