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Portfolio Associate (Senior / AM)

Portfolio Associate (Senior / AM)

PCCS Group BerhadKuala Lumpur, Kuala Lumpur, Malaysia
9 hours ago
Job description

Responsibilities

  • Assist in developing and executing investment strategies for in-house portfolios.
  • Monitor and manage investments across multiple asset classes, including equities, fixed income, real estate, and private equity.
  • Conduct research and analysis to identify new investment opportunities.
  • Track and evaluate portfolio performance, providing regular reports and insights.
  • Assess market trends and recommend portfolio adjustments to maximize returns.
  • Maintain accurate records of investment transactions and valuations.
  • Identify and mitigate risks within the investment portfolio.
  • Ensure compliance with internal investment policies and external regulations.
  • Support the optimization of asset allocation to balance risk and return objectives.
  • Assist in financial modelling and forecasting for investment planning.
  • Work closely with senior management to align investments with corporate strategy.
  • Participate in due diligence for new investment opportunities.
  • Provide additional support and undertake special projects as required, ensuring adaptability to the evolving needs of the portfolio and management team.
  • Collaborate with stakeholders to address emerging challenges and opportunities, proactively contributing to strategic initiatives.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • Advanced degrees (MBA) or certifications (CFA, CFP, CPA) preferred.
  • 3-5 years in investment strategy, portfolio management, or financial advisory, ideally within private banking or asset management.
  • Experience with multi-asset class portfolios a plus.
  • Strong financial modelling, portfolio management, and risk mitigation skills.
  • Familiarity with financial software (e.g., Bloomberg, FactSet) and advanced Excel.
  • Excellent communication and leadership abilities, with experience working across teams and stakeholders.
  • Ability to adapt to evolving market conditions and regulatory environments.
  • Mandarin proficiency is a plus.

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