Portfolio Manager Expert

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Bell Ward Malaysia Full time

Become an integral part of Bell Ward Malaysia's finance team as an Investment Manager/Senior Manager.

About the Job:

This full-time role involves managing client portfolios, creating financial models, and analyzing market trends.

Responsibilities:

  • Portfolio Management: Manage client portfolios to ensure alignment with financial objectives, risk profiles, and investment preferences.
  • Financial Analysis: Develop financial models and conduct valuation analysis, including financial projections, cash flow & company analysis, and precedent transaction analysis.
  • Investment Decisions: Strategically diversify investments across asset classes, such as equities, fixed income, real estate, and mutual funds, to optimize returns and manage risk.
  • Market Research: Conduct thorough research on financial assets, market conditions, and economic forecasts to inform investment decisions.
  • Client Advice: Provide personalized investment advice while maintaining consistent communication with clients to ensure their investment strategies are on track.
  • Risk Mitigation: Proactively identify and address potential risks to safeguard consistent and sustainable investment returns.

Qualifications:

  • Education: Minimum degree in Accounting and Finance or relevant certifications.
  • Experience: At least 5 years of working experience in Investment/M&A.
  • Skills: Strong valuation/credit analysis skills and proficiency in financial modeling.
  • Knowledge: Understanding of financial trends within the industry and general market patterns.
  • Interpersonal Skills: Strong interpersonal, communication, and presentation skills with good business acumen.


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