Role Overview
The Asset Management Analyst will support the firm's licensed fund management activities, contributing to investment research, portfolio monitoring, and execution. The role involves close collaboration with senior management and managers to ensure alignment with the firm's investment objectives and compliance with regulatory requirements. We will also consider more senior roles such as managers, if the candidate is compatible.
Key Responsibilities
- Conduct research and analysis on equities, fixed income, and other asset classes to support investment decisions.
- Monitor portfolio performance, prepare investment reports, and assist with performance attribution.
- Contribute to portfolio construction and rebalancing activities in line with client mandates.
- Ensure adherence to internal risk controls, compliance standards, and SC regulatory guidelines.
- Liaise with brokers, custodians, and other external parties as required.
- Support client servicing and presentation materials when necessary.
Bumiputra candidates are encouraged to apply.
Qualifications
- Eligible to hold or holds aCapital Markets Services Representative's License (CMSRL)forFund Management (Portfolio Management)under theSecurities Commission Malaysia (SC)
- Minimum 2 years of relevant experiencein fund/portfolio management, premier banking, financial planning, or wealth management services,
- Strong analytical and financial modelling skills, with sound knowledge ofequities, fixed income, and other financial instruments
- Demonstrated client relationshipandcommunication skills
- Bachelor's degreein Finance, Economics, Accounting, or a related discipline
