Career

The Marketing team plays a strategic, cross-functional role between the different departments of investment, product development and sales. This role is ideal for candidates seeking to expand beyond traditional operations or analyst roles into a more strategic, visible, and commercially impactful function, while deepening their understanding of capital markets and client needs.

Job Description:

1. Fund Performance & Reporting

• Ensure timely and accurate preparation of fund performance materials, reports, statistics and marketing presentation slides.
• Compile and analyse fund data using Bloomberg and Lipper for reporting, benchmarking, and marketing materials.
• Coordinate with investment and product teams to ensure data accuracy and consistency in all materials.

2. Marketing Campaigns & Strategy

• Assist in planning, executing, and monitoring marketing campaigns to promote wealth management and investment services.
• Develop marketing collaterals and messaging for the Company’s clients such as high-net-worth individuals (HNWIs) and institutional clients, as well as distribution partners like banks.

3. Events & Client Engagement

• Support the planning and execution of investment seminars, client events, and webinars.
• Manage event logistics, invitations, and post-event reporting and follow-up.

4. Content Development

• Assist in writing and editing brochures, factsheets, newsletters and presentations.
• Ensure all marketing materials comply with regulatory standards and brand guidelines.

Requirements:

• Bachelor’s degree in Marketing, Finance, Business, or a related field.
• 2-4 years of marketing experience in the financial services industry, preferably in wealth or asset management.
• Proficiency in using Bloomberg and Lipper for financial data compilation and analysis.
• Excellent written and verbal communication skills.
• Ability to work independently, prioritise tasks, and meet tight deadlines.
• Understanding of fund performance metrics and financial industry compliance is an advantage.

Why Join Us:

• Be part of a dynamic and growing wealth management firm.
• Gain hands-on experience in both marketing and financial data analysis.
• Work in a collaborative, high-performance environment with growth opportunities.

Job Description:

1. Valuation & Financial Analysis

• Perform periodic valuations of quoted and unquoted investments in accordance with Malaysian Financial Reporting Standards (MFRS), using appropriate valuation methods, assumptions and market data.
• Prepare and maintain valuation models using relevant methods, such as discounted cash flow (DCF), comparable company analysis and market multiples.
• Analyse financial statements, business projections, cash flows, industry information and comparable investments to assess fair value and support valuation conclusions.

2. Valuation Review & Data Management

• Review valuation inputs, supporting documents and data from internal teams, investee companies, external valuers and other relevant parties to ensure completeness and reasonableness.
• Check valuation outputs, investigate significant changes or unusual movements, and monitor changes in financial performance, credit profile and market conditions that may affect investment fair value or recoverability.
• Work with the Investment & Fund Accounting team to validate valuation inputs, reconcile data and resolve discrepancies.
• Maintain accurate and up-to-date valuation records, working papers, supporting documents and databases.

3. Valuation Reporting & Documentation

• Prepare valuation schedules, analysis and reports for management, Investment Committees and other relevant stakeholders.
• Ensure valuation documentation is properly maintained to support internal review, audit and regulatory requirements.
• Assist in responding to valuation-related queries and provide supporting analysis or information as required.

4. Governance, Compliance & Process Improvement

• Ensure valuation activities comply with the Company’s valuation policies, applicable accounting standards, regulatory requirements and internal controls.
• Assist in reviewing and improving valuation methodologies, processes, templates and controls, taking into account relevant valuation, accounting and capital market developments.
• Liaise with internal teams, external valuers, auditors and other stakeholders on valuation matters and follow up on outstanding issues.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, Investment, Mathematics, Statistics or a related discipline.
• 1–3 years of relevant experience in valuation, investment analysis, fund management, audit or corporate finance.
• Good knowledge of Microsoft Excel and financial analysis tools.
• Able to work independently, take ownership of assigned tasks and collaborate effectively with the Investment and & Accounting teams.
• Professional qualifications such as CFA or ACCA, and knowledge of financial modelling, valuation techniques, MFRS 9, fair value investments, Expected Credit Loss (ECL) and credit risk, would be an advantage.
• Good communication and interpersonal skills, with the ability to liaise with auditors, external valuers and investee companies.
• Willingness to learn and develop knowledge of investment valuation and capital market products.

Job Description:

1. Audit Reviews

• Assist in planning and conducting internal audits covering business operations, processes, internal controls, compliance and risk management.
• Perform audit testing and review transactions, documents and records to assess compliance with regulatory requirements, company policies, and procedures.
• Evaluate the adequacy and effectiveness of internal controls and identify areas for improvement.
• Identify control weaknesses, process gaps, operational inefficiencies and potential risks and recommend practical solutions.
• Work closely with business units to discuss audit observations and facilitate the implementation of corrective actions.

2. Audit Documentation & Reporting

• Prepare audit working papers, findings and supporting documentation in accordance with internal audit procedures.
• Assist in the preparation of audit reports and recommendations for management review.
• Follow up on outstanding audit findings and agreed action plans to ensure timely implementation of corrective actions.

3. Other Duties

• Assist in ad-hoc investigations, special reviews, and assignments as required by management or the Head of Internal Audit.
• Maintain confidentiality and exercise professional judgment when handling sensitive information.

Requirements:

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
• 1-4 years of relevant experience in internal audit, external audit, risk management, compliance, or related functions; fresh graduates may also be considered.
• Experience in the financial services capital markets, fund management, unit trust, or investment management industry is an added advantage.
• Good understanding of internal controls, basic risk management principles and regulatory requirements.
• Good analytical, report-writing and problem-solving skills.
• Detail-oriented, independent, and able to work with different departments.
• Good communication and interpersonal skills.
• Proficient in Microsoft Office, particularly Excel and Word.
• Professional qualifications such as MIA, ACCA, or relevant accounting/audit certification would be an advantage.

Job Description:

• Review and update the policies and procedures (P&Ps) of the Compliance Manual, AMLA, etc. and monitor the updates of P&Ps of other business units.
• Ensure all regulatory reporting is submitted to the regulators on time.
• Reviewing and monitoring of customers’ transactions, investigating suspicious transactions, and reporting suspicious transactions to the Financial Intelligence and Enforcement Department of Bank Negara Malaysia.
• Review/monitor portfolios for adherence to regulatory, client requirements, and internal policy.
• Conduct compliance review on business/functional areas, and regulatory guidelines/requirements.
• Arrange and conduct training and briefing to all new and existing employees on AML/CFT, Anti-Corruption, etc whenever there are updates in the regulatory requirements and internal policy and procedures that the employees have to adhere to.
• Ensure the Company comply with foreign regulations in relation to investment (such as FATCA, Common Reporting Standard (CRS), Financial Action Task Force, United Nations-backed Principles for Responsible Investment).
• To examine and/or investigate irregularities in the Company’s operations and to notify and/or consult the trustee and/or the SC, where necessary.
• Responsible for the fund structuring and documentation process. This includes the preparation of prospectuses, product highlight sheets, information memorandums, trust deeds and other relevant offering and constitutive documents of both new and existing collective investment schemes and ensuring that such offering documents are in compliance with the relevant regulations at all times.

Requirements:

• Diploma/Degree/Professional qualification with at least 7 years of working experience in capital markets.
• Strong interpersonal and communication skills.
• Must possess good analytical skills and be able to challenge non-adherence or non-compliance.
• Strong knowledge of Anti-Money Laundering, Counter-Terrorism Financing and proliferation financing requirements.

Job Description: 

• To design, develop, test, and implement new applications.
• To analyse and enhance the existing and new systems for further improvement to meet business requirements.
• Research best practices and determine appropriate architecture, and other technical solutions, and make relevant recommendations to ensure quality deliveries.
• Communicate and work closely with Project Manager and team members with efficiency and accuracy.
• Responsible for functional, technical specification and operation documentation.
• Provide system support and maintenance on production systems.
• Assist in other application software maintenance, support, and backup.

Requirements:

• Degree/Diploma in Computer Science or Information Technology
• 3 years minimum web programming experience, including .NET, ASP.NET, VB.NET, C#.NET, HTML, XML, Javascript, PHP, Flash
• Good working experience with relational database systems such as Oracle, MySQL or MSSQL and possess knowledge of MS Windows web server
• Knowledge of security, desktop application, mobile applications, and hardware technical knowledge will be an advantage

Responsible to actively solicit and drive sales and achieve business KPI. Manages and support clients’ investment portfolio.

Requirements:
• Possess relevant licensing qualification with relevant regulators.
• Preferably with minimum 3 years of experience in related industry.
• Good networking / clientele base is an advantage.