Investment Portfolio Analyst

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Gobi Partners Full time
Job Description

We are seeking a highly skilled Investment Portfolio Analyst to join our team at Gobi Partners. In this role, you will be responsible for analyzing portfolio performance, identifying opportunities for value creation, and providing strategic recommendations to portfolio companies.

Key Responsibilities:
  • Portfolio Performance Analysis: Monitor key performance indicators (KPIs) across financial and operational metrics to identify potential risks and ensure alignment with growth and profitability goals.
  • Data Analysis: Analyze financial data, market trends, and operational performance to identify opportunities for improvement and value creation.
  • Report Creation: Prepare regular reports and dashboards to communicate portfolio performance to senior management or limited partners.
Additional Responsibilities:
  • Strategic Support: Work with portfolio companies to assess their needs and provide strategic recommendations for growth, such as market expansion, cost efficiency, or operational improvements.
  • Value Creation Initiatives: Assist in executing value creation initiatives, including fundraising introduction, client and vendor development, and administrative matters.
  • Project Management: Coordinate various value creation projects across portfolio companies.
Requirements:
  • Bachelor's Degree: A bachelor's degree in finance, economics, business administration, or a related field is required.
  • Experience: 1-5 years of experience in portfolio management, investment management, corporate development, or investment banking.
  • Skill Set: Excellent analytical, problem-solving, and critical thinking skills; strong written and verbal communication skills; ability to work effectively in a fast-paced environment.


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