Portfolio Associate

OSK Ventures International
is an award-winning investment firm with the vision of being the investor of choice in our communities. Through our funds, we provide venture capital and venture debt to Southeast Asian companies seeking growth capital, supporting the building of strong businesses in innovative and impactful industries.

Location:
Plaza OSK, Kuala Lumpur

Job Title:
Portfolio Associate

Role Positioning & Objectives:

We are seeking a highly motivated and detail-oriented
Portfolio Associate
to join our team. In this role, you will play an integral part in supporting the nurturing and value creation of our portfolio companies across strategic, financial, operational, sustainability, and governance areas.

You will collaborate with senior team members, internal stakeholders, and portfolio company leadership to monitor performance, implement improvement initiatives, and deliver data-driven insights. The role offers exposure across the post-investment lifecycle, including value creation projects, M&A support, and exit preparation, with direct engagement with internal investment committees.

The ideal candidate brings strong financial and business acumen, a proactive mindset, and the ability to work across functions, engage stakeholders effectively, and deliver measurable impact in a fast-paced, dynamic environment.

What You Will Own:

Portfolio Value Creation

• Support the development and execution of value creation initiatives to enhance growth, operational efficiency, and overall portfolio performance
• Identify opportunities to improve revenue, manage costs, and strengthen portfolio company operations
• Work with portfolio company management to address strategic and operational challenges and facilitate effective communication
• Prepare and deliver insights on performance, opportunities, and risks to support internal discussions and investment decisions
• Track financial milestones, performance targets, and compliance with covenants
• Support M&A and exit readiness activities, including data room preparation, investor coordination, and due diligence

Portfolio Monitoring & Reporting

• Prepare comprehensive and accurate portfolio reports covering financial performance, KPIs, and operational updates
• Conduct regular financial reviews, KPI tracking, risk assessments, and monitoring of business plan execution
• Monitor industry trends, market developments, and regulatory changes that may impact portfolio performance
• Ensure timely and high-quality reporting of portfolio performance to stakeholders

Internal Process Refinement

• Continuously improve workflows related to portfolio management, value creation tracking, and exit-readiness planning
• Develop and implement dashboards, templates, SOPs, and reporting systems to support consistent and scalable practices

Team Collaboration

• Partner cross-functionally with portfolio companies and internal functions (e.g., legal, finance, operations) to support portfolio management initiatives
• Collaborate with investment professionals and internal teams to ensure seamless coordination and information flow
• Contribute to investment evaluations, portfolio reviews, and ad hoc analyses

Essential Experience, Skills & Knowledge:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• 5+ years of relevant experience in corporate planning, strategy, M&A, corporate finance, or management consulting; exposure to venture capital, private equity, or startups is a plus
• Strong capabilities in financial analysis, modelling, valuation, and business analysis. Proficiency in MS Office (Word, Excel, PowerPoint); familiarity with Power BI or data visualization tools is an advantage
• Track record in value creation, portfolio monitoring, operational improvements, and exit/M&A support
• Strong written and verbal communication skills, able to engage stakeholders at all levels and present complex concepts clearly. Detail-oriented, with a strong commitment to producing high-quality work
• Able to work independently and collaboratively in a fast-paced, dynamic environment, with strong problem-solving skills, sound judgment, and leadership potential