Senior Investment Associate

Crewstone International Private Equity & Investments; Kuala Lumpur; On-site; MYR 70,000 - 110,000; Full time

Job summary

Crewstone International Private Equity & Investments in Kuala Lumpur is seeking an Investment Analyst to screen opportunities, conduct due diligence, and build robust financial models for potential deals. You will collaborate with the investment team to assess viability, refine models, and prepare compelling investment recommendations.

The role requires a Finance degree and 2–4 years of experience, with strong Excel skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• CFA Level 1 or other relevant certification is an advantage.
• 2–4 years of investment analysis, private equity, corporate finance, asset management, or related financial services.
• Solid understanding of financial statements, valuation methodologies, and investment fundamentals.
• Strong analytical and communication skills, with ability to present clear investment recommendations.

Responsibilities

• Screen deal opportunities against the fund’s mandate and investment criteria.
• Conduct thorough due diligence on potential opportunities, including financial statements analysis, market research, and risk assessment.
• Perform financial modeling and scenario analysis to assess potential returns and risks.
• Prepare investment memos and presentations for senior management and investment committees.
• Support fundraising activities and investor communications.

Skills

Financial modeling

Excel

Canva

PowerPoint

Bloomberg

Capital IQ

Due diligence

Education

Bachelor’s degree in Finance/Accounting/Economics

CFA Level 1 (advantage)

Tools

Bloomberg

Capital IQ

PowerPoint

Canva

Job description

Why Choose Crewstone?

Founded in 2011, Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. We operate with a strong global footprint across the US, UK, Asia, and the UAE, supported by a team of seasoned investment professionals. As a fast-paced and performance-driven firm, we place strong emphasis on meritocracy, long-term alignment, and career progression, complemented by a competitive remuneration framework. Our team benefits from direct exposure to global markets and meaningful opportunities for long-term growth.

Key Responsibilities

• Screen deal opportunities against the fund’s mandate and investment criteria, prepare screening notes and maintain the deal pipeline tracker.
• Conduct thorough due diligence on potential investment opportunities, including financial statements analysis, market research, commercial viability, operational assessment and risk assessment.
• Perform comprehensive financial modeling and scenario analysis to assess potential returns and risks associated with investment opportunities.
• Contribute to refining clients’ business models and prepare teasers and pitch decks for fundraising mandates.
• Support deal structuring including size, tenor and pricing.
• Prepare investment memos and presentations for senior management and investment committees, highlighting key findings and recommendations.
• Monitor and track the performance of existing investments, including analyzing financial performance metrics, market trends, and industry developments.
• Collaborate with internal teams, external advisors, and stakeholders to support the investment decision-making process.
• Continuously update and refine investment valuation methodologies and models to ensure accuracy and relevance.
• Support fund administration related, investor relations and fundraising activities, including investor meetings, roadshows and periodic reporting.
• Assist in the development and execution of investor communication strategies, including newsletters and public releases.
• Maintain confidentiality and discretion when handling sensitive clients’ and investors' information and communications.
• Undertake any ad-hoc assignments as required by the Board of Directors and Management.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. A CFA Level 1 or other relevant certification is an advantage.
• 2–4 years of relevant experience in investment analysis, private equity, corporate finance, asset management, or related financial services.
• Solid understanding of financial statements, valuation methodologies, and investment fundamentals.
• Strong financial modeling and Excel skills; proficiency in Canva, PowerPoint and financial research tools (e.g. Bloomberg, Capital IQ) is a plus.
• Strong analytical and critical thinking abilities with attention to detail.
• Excellent written and verbal communication skills, with the ability to prepare and present clear investment recommendations.
• Proactive, self-motivated, and able to work independently as well as in a team-oriented environment.
• Ability to manage multiple tasks under tight deadlines with a high level of professionalism and integrity.