Investment Associate

Company Description

Crewstone International is a Private Equity firm based in Kuala Lumpur, Malaysia. Our mission is to acquire financial equity positions in emerging markets and projects primarily in the ASEAN Region that meet our investment mandate.

Role

We are seeking a motivated and dynamic Investment Associate to join our team where the successful candidate will undergo a probationary period prior to confirmation. This full-time role offers an exciting opportunity for recent graduates to gain hands-on experience in the private equity sector. As an Investment Associate, you will be supporting 3 key functions as detailed below:

Investment Analysis and Evaluation

• Conduct thorough due diligence on potential investment opportunities, including financial statements analysis, market research, and risk assessment.
• Evaluate the financial viability and strategic fit of potential investments based on predetermined criteria and investment mandates.
• Perform comprehensive financial modeling and scenario analysis to assess potential returns and risks associated with investment opportunities.
• Prepare investment memos and presentations for senior management and investment committees, highlighting key findings and recommendations.
• Monitor and track the performance of existing investments, including analyzing financial performance metrics, market trends, and industry developments.
• Collaborate with internal teams, external advisors, and stakeholders to support the investment decision-making process.
• Continuously update and refine investment valuation methodologies and models to ensure accuracy and relevance.

Fund Administration and Operations

• Coordinate fund administration activities with third-party service providers, such as fund administrators, custodians, and legal counsel.
• Ensure accurate and timely processing of fund transactions, including subscriptions, redemptions, and capital calls.
• Maintain fund documentation, including legal agreements, information memorandum, limited partnership agreement, subscription agreement and etc.
• Prepare and distribute periodic financial statements, performance reports, and investor communications to fund stakeholders.
• Monitor fund expenses, fee calculations, and cash flows to optimize fund performance and efficiency.
• Collaborate with internal teams and external auditors to facilitate fund audits and regulatory inspections.

Investor Relations and Fundraising

• Cultivate and maintain strong relationships with current and prospective investors through proactive communication and engagement initiatives.
• Coordinate investor meetings, conference calls, and events, and assist in the preparation of investor presentations and materials.
• Respond promptly to investor inquiries and requests for information, ensuring a high level of service and professionalism.
• Provide regular updates and reports to investors on fund performance, investment activity, and market developments.
• Assist in the development and execution of investor communication strategies, including newsletters, website content, and social media outreach.
• Participate in fundraising activities, including pitch meetings, roadshows, and investor conferences, to support the growth and expansion of the firm's investor base.
• Maintain confidentiality and discretion when handling sensitive investors' information and communications.

Requirements

• Possess a Bachelor's, Master's, or PhD degree in Finance, Economics, Business Administration, or a related field.
• 1-2 years of relevant work experience but fresh graduates with a strong passion for private investments are also encouraged to apply
• Strong communication and presentation skills
• Good understanding of Microsoft Office and financial modeling & analysis
• Excellent written and verbal communication skills
• Detail-oriented with a strong analytical mindset
• Ability to work independently and collaboratively in a fast-paced environment
• Professional certifications such as CFA, CAIA, or CPA are a plus.