Senior Associate - External Fund Management
Date:
28 Jul 2026
Location:
Kuala Lumpur, MY
Associate/Senior Associate, External Fund Management
Key responsibilities
- The position requires a strong understanding of investment products, fund performance metrics and operational process to ensure seamless communication, reporting accuracy and strategic alignment with external fund manager (EFM).
- Assist in sourcing and evaluating new investment ideas and strategies for external fund management.
- Gather market data and prepare preliminary analysis for team lead’s review.
- Maintain and update the EFM database.
- Support investment and operational due-diligence on shortlisted EFMs by compiling quantitative and qualitative data and preparing assessment report.
- Prepare documentation for EFM appointments or terminations including proposal papers for necessary approvals.
- Coordinate the execution of Investment Management Agreement (IMA) and ensure timely delivery of fund disbursements and withdrawals in line with Standard Operating Procedures (SOP).
- Track EFM's investment activities and verify compliance with IMA terms and KWAP's internal policies and guidelines.
- Escalate potential issues for further review.
- Prepare and analyse EFM's performance data, risk metrics and market exposure for management review and decision-making.
- Support and involve in automation initiatives to enhance reporting efficiency, data accessibility and accuracy.
- Build and maintain strong working relationships with EFMs and key stakeholders within the investment ecosystem.
- Maintain regular communication with internal departments to ensure smooth operation and timely resolution of issues.
- Assist in updating relevant SOPs, guidelines, policies and IMA to reflect current practices.
Key Requirements
- Bachelor’s or Master’s degree in Accounting, Investment, Business, Economics, or related fields; CFA, PKMC, or similar certifications are advantageous.
- Professional certifications, such as Chartered Financial Analyst (CFA), Pasaran Kewangan Malaysia Certificate (PKMC), or similar certifications, will be an added advantage.
- Minimum 6 years of relevant experience in equity related investment.
- Strong knowledge of equity markets (domestic and international) and macroeconomic trends.
- Proficiency in financial modelling, data analysis, and tools such as Bloomberg and Excel, experience in investment analysis and performance monitoring for institutional portfolios.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.