Executive, Investment Analyst
Date: 29 Jun 2026
Location: Kuala Lumpur, MY
Company: hrdcorp
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JOB PURPOSE & OVERVIEW |
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Responsible for supporting investment research, portfolio monitoring, and financial analysis activities to facilitate informed investment decision-making. The role focuses on evaluating market and investment data, preparing reports and insights, monitoring portfolio performance, and supporting risk and compliance activities in alignment with the organisation's investment objectives and governance requirements.
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KEY ACCOUNTABILITIES |
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Investment Research & Market Analysis Analyse market trends, economic indicators, and asset class performance by conducting detailed research and financial evaluations to identify viable investment opportunities and support data-driven decision-making aligned with the organisation’s financial objectives.
Monitor and interpret market movements by leveraging financial data, research tools, and analytical frameworks to generate timely insights and actionable recommendations. The analysis provided supports management in making informed investment decisions while ensuring responsiveness to changing market conditions and emerging opportunities.
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Investment Evaluation & Execution Support Assist in evaluating investment opportunities by conducting financial analysis, reviewing investment proposals, and performing preliminary due diligence to support investment assessments.
Support the execution of approved investment transactions by coordinating with internal stakeholders, financial institutions, fund managers, custodians, and other relevant parties to ensure timely and accurate implementation of investment activities. Maintain investment-related records, documentation, and transaction files to ensure completeness, accuracy, and compliance with established requirements.
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Portfolio Monitoring & Performance Reporting Monitor the performance of investment portfolios by tracking returns, portfolio allocations, investment exposures, and other relevant performance indicators against approved benchmarks and objectives.
Prepare periodic portfolio performance reports, management updates, dashboards, and presentations by analysing investment results and highlighting key trends, risks, and developments. Assist in portfolio review exercises by providing analytical support and identifying areas requiring further assessment or management attention.
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Risk Management, Compliance & Governance Support Support the monitoring and assessment of investment-related risks, including market, credit, liquidity, and operational risks, by analysing relevant information and escalating significant findings where appropriate.
Assist in ensuring compliance with approved investment mandates, internal policies, governance requirements, and applicable regulatory guidelines through regular monitoring and reporting activities. Maintain proper documentation and records to support governance, audit reviews, regulatory reporting, and compliance requirements.
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Stakeholder Management & Investment Operations Coordinate and maintain effective working relationships with internal departments, external fund managers, financial institutions, consultants, custodians, and other service providers to facilitate investment-related activities and information exchange.
Provide administrative, analytical support and management meetings, including the preparation of investment papers, reports, presentations, meeting materials, and follow-up actions. Support investment operational activities, including monitoring transaction settlements, maintaining portfolio records, and ensuring the timely submission of required reports and documentation.
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GENERIC ACCOUNTABILITIES |
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MINDSET, BEHAVIOUR AND CULTURE Promote a positive mindset and behaviour, shaping a work culture that values personal integrity and drives high performance. Use practical tools and methods to emphasise ethics, customer focus, and commitment.
Foster personal growth and business excellence by embracing PSMB’s Core Values (P.I.L.L.A.R.S - Passion, Integrity, Leadership, Loyalty, Agility, Responsiveness). Ready to take on extra tasks as needed and willing to go above and beyond. |
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CAPABILITY DEVELOPMENT Drive self-development of talent, skills and knowledge by attending training and participate in seminars/workshops or other training venues to align with the promotion of lifelong learning and acquisition of future work skills in achieving high performance delivery. |
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OPERATIONAL BUDGET MANAGEMENT Strategise and manage departmental/unit operations within allocated approved budget through continuous monitoring of actual expenditure against budget and undertake appropriate control measures to ensure operations are conducted effectively and efficiently to support business goals.
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STAKEHOLDER MANAGEMENT Foster and sustain effective working relationships and rapport with the internal stakeholders and relevant government authorities, business and management institutions, national and key industry players and service providers to keep abreast with latest development to capture new business opportunities.
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LEADERSHIP AND CAPABILITY DEVELOPMENT (VP & ABOVE) Drive the development of a competent working team that will enhance and sustain staff capabilities in achieving high performance delivery to ensure internalisation of the right leadership and capabilities in executing their jobs.
Foster the development of talents by providing guidance and avenue to potential employees for succession planning and recommend development needs as required to ensure grooming of talents in align to the best interest of the talent and PSMB’s vision and mission.
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QUALIFICATION & RELEVANT EXPERIENCE |
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Educational Qualification
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Relevant Experience (skills & knowledge)
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