Senior Analyst | Post Investment Monitoring
Salary undisclosed
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JOB RESPONSIBILITIES
Proactive Portfolio Management:
- Performance Tracking and Benchmarking: Continuously monitor the financial and operational performance of portfolio companies by analyzing KPI, Financial Statement, portfolio quarterly report and other relevant data and ensure benchmarking against peers.
- Prepare the Portfolio Quarterly report, Management Investment Committee (“MIC”) and Investment Panel (“IP”) papers that require shareholders’ approval based on the timeline given
- Discussions with the fund managers, portfolio management team and fellow Limited Partners to efficiently achieve the objectives of monitoring issues including participating in regular meetings to discuss progress, challenges and opportunities for growth of the portfolio companies.
- Maintain strong corporate governance practices and compliance with relevant regulations.
- Execute on active portfolio management initiatives identified including exploring secondary market exit opportunities to provide liquidity and optimization of portfolio and corporate exercise/restructuring of direct investments.
- Analyse and compare current performance against underwriting; to address any red flag and issues to the team lead.
Value Enhancement:
- Implement value-add initiatives to improve the operational and monitoring efficiencies
Strategic stakeholders and management:
- Support the head of unit on inputs for the annual business plan
- Maintain open communication with fund managers and investee companies to ensure smooth portfolio monitoring through access to information, reporting and key personnel.
- Maintain a good relationship with the internal stakeholder’s management with key support departments within EPF to ensure seamless portfolio monitoring and EPF’s financial year-end closing activities.
- Participate in discussions with other Limited Partners to effectively share insights or address concerns and conflicts related to current portfolios
- Represent EPF as an observer within Fund’s Advisory Committees to obtain any latest update and present the updates to the wider team
- Guiding the junior team members in analysing the Post Investment Monitoring (“PIM”) matters and the preparation of the recommendation paper
Deal Team Collaboration
- Provide analysis on portfolio performance to support the Deal Team’s decision-making process, particularly on re-up strategy, Secondary and subsequent series of Fund-of-Funds
PIM Administrative Matters
- Work closely with Legal and Compliance on any PIM documentations
- Work closely with JKEW for all finance-related matters including intercompany transactions, transaction records
- Execute the process of reassessing the current portfolio’s valuation for any impairment risk to ensure a more accurate representation of the investment’s worth which will impact the annual department’s income
- Verify the source of the capital call and distribution, cross-referencing against established agreements and documentation
- Analyse and prepare solutions for any audit queries and recommend process improvement if any
JOB REQUIREMENTS
- Malaysian citizen
- Pass Malay Language including oral test at Sijil Pelajaran Malaysia (SPM) level or equivalent as recognized by the Malaysian Government
- Possess a Bachelor’s Degree from any local or overseas universities recognised by the
- Malaysian Qualifications Agency (MQA) with minimum CGPA of 3.25 or 2:1 class above
- At least six (6) years of relevant experience in accounting/ specific deal monitoring/ investment or related fields
- Performance-oriented, capable to offer new ideas and articulate
- Analytical aptitude and ability to learn new concepts
- Demonstrated written and oral communication skills in both Malay and English.
- Self-starter with the ability to work as a team to deliver consistent and good quality outcomes within a stipulated timeline and according to the internal processes in place
JOB STATUS
Permanent
All applications are strictly CONFIDENTIAL and only shortlisted candidates will be called in for an interview. Applications are deemed UNSUCCESSFUL if there is no feedback from the EPF 2 MONTHS after the closing date of advertisement
JOB RESPONSIBILITIES
Proactive Portfolio Management:
- Performance Tracking and Benchmarking: Continuously monitor the financial and operational performance of portfolio companies by analyzing KPI, Financial Statement, portfolio quarterly report and other relevant data and ensure benchmarking against peers.
- Prepare the Portfolio Quarterly report, Management Investment Committee (“MIC”) and Investment Panel (“IP”) papers that require shareholders’ approval based on the timeline given
- Discussions with the fund managers, portfolio management team and fellow Limited Partners to efficiently achieve the objectives of monitoring issues including participating in regular meetings to discuss progress, challenges and opportunities for growth of the portfolio companies.
- Maintain strong corporate governance practices and compliance with relevant regulations.
- Execute on active portfolio management initiatives identified including exploring secondary market exit opportunities to provide liquidity and optimization of portfolio and corporate exercise/restructuring of direct investments.
- Analyse and compare current performance against underwriting; to address any red flag and issues to the team lead.
Value Enhancement:
- Implement value-add initiatives to improve the operational and monitoring efficiencies
Strategic stakeholders and management:
- Support the head of unit on inputs for the annual business plan
- Maintain open communication with fund managers and investee companies to ensure smooth portfolio monitoring through access to information, reporting and key personnel.
- Maintain a good relationship with the internal stakeholder’s management with key support departments within EPF to ensure seamless portfolio monitoring and EPF’s financial year-end closing activities.
- Participate in discussions with other Limited Partners to effectively share insights or address concerns and conflicts related to current portfolios
- Represent EPF as an observer within Fund’s Advisory Committees to obtain any latest update and present the updates to the wider team
- Guiding the junior team members in analysing the Post Investment Monitoring (“PIM”) matters and the preparation of the recommendation paper
Deal Team Collaboration
- Provide analysis on portfolio performance to support the Deal Team’s decision-making process, particularly on re-up strategy, Secondary and subsequent series of Fund-of-Funds
PIM Administrative Matters
- Work closely with Legal and Compliance on any PIM documentations
- Work closely with JKEW for all finance-related matters including intercompany transactions, transaction records
- Execute the process of reassessing the current portfolio’s valuation for any impairment risk to ensure a more accurate representation of the investment’s worth which will impact the annual department’s income
- Verify the source of the capital call and distribution, cross-referencing against established agreements and documentation
- Analyse and prepare solutions for any audit queries and recommend process improvement if any
JOB REQUIREMENTS
- Malaysian citizen
- Pass Malay Language including oral test at Sijil Pelajaran Malaysia (SPM) level or equivalent as recognized by the Malaysian Government
- Possess a Bachelor’s Degree from any local or overseas universities recognised by the
- Malaysian Qualifications Agency (MQA) with minimum CGPA of 3.25 or 2:1 class above
- At least six (6) years of relevant experience in accounting/ specific deal monitoring/ investment or related fields
- Performance-oriented, capable to offer new ideas and articulate
- Analytical aptitude and ability to learn new concepts
- Demonstrated written and oral communication skills in both Malay and English.
- Self-starter with the ability to work as a team to deliver consistent and good quality outcomes within a stipulated timeline and according to the internal processes in place
JOB STATUS
Permanent
All applications are strictly CONFIDENTIAL and only shortlisted candidates will be called in for an interview. Applications are deemed UNSUCCESSFUL if there is no feedback from the EPF 2 MONTHS after the closing date of advertisement