Cashku Hiring! Full Time CEO’s Office Analyst in Federal Territory - Ricebowl

Role Description

We are looking for an analyst with 3–5 years of experience in equity research, fund analysis, or portfolio management to join our investment team. You will work closely with senior leadership on fund evaluation, portfolio monitoring, and the operational integrity of our investment platform. You will also be the investment voice in commercial conversations, supporting the team as we grow AUM.

This is a hands-on role — you will be expected to contribute meaningfully from early on, with real ownership of your work. The right candidate is analytically strong, intellectually curious, and comfortable operating in a fast-moving environment where priorities shift and initiative is rewarded.

Key Responsibilities

Investment Analysis & Deal Support

• Perform return modelling, risk assessment, and comparative analysis across the Malaysian fund universe to identify optimal fund allocations
• Prepare investment memos, deal summaries, and supporting materials for internal review and stakeholder presentations
• Assist in evaluating new investment opportunities across alternative credit and emerging fintech adjacent asset classes

AI Platform Oversight

• Support the development of governance frameworks and oversight processes for our AI-driven portfolio management tools
• Stress-test investment assumptions, identify edge cases, and flag areas where system outputs require human review or recalibration
• Act as a bridge between the investment and technology teams — translating investment logic and risk parameters into clear operational requirements

Portfolio Monitoring & Reporting

• Maintain a structured view of active investments and portfolio performance
• Prepare clear, concise performance updates and variance analyses for internal and external stakeholders
• Track key dates, fund NAVs, distribution schedules, and rebalancing triggers across the portfolio

Client Development & Distribution

• Identify and approach prospective distribution partners, corporate clients, and larger individual investors, and take those conversations from first contact through to mandate
• Build and maintain your own pipeline of relationships across employers, associations, professional bodies, and intermediaries, with a view to bringing AUM onto the platform
• Represent Cashku at industry events, partner briefings, and investor sessions — and follow up on what comes out of them
• Lead on corporate and institutional mandates: due diligence questionnaires, RFPs, tailored allocation proposals, and bespoke analysis during live pursuits
• Prepare fund selection rationale, comparative performance materials, and product collateral used across client and partner conversations, including those run by colleagues
• Contribute to investor-facing content — market commentary, portfolio updates, and event material — that supports acquisition and retention
• Track competitor product launches, fee changes, and flow data, and feed this back into product and pricing decisions

Research & Market Intelligence

• Monitor developments in Malaysian fintech regulation (SC, BNM), alternative credit markets, and emerging investment themes relevant to our product direction
• Provide ad-hoc research support on industries, competitors, and market dynamics to inform deal sourcing and business decisions

Stakeholder Coordination

• Liaise with fund managers, technology partners, and internal teams to gather data, resolve discrepancies, and keep workstreams moving
• Prepare materials for management reviews, investor meetings, and board-level updates as required

Required Experience and Skills

• Degree in Finance, Economics, Accounting, Business, or a related field
• 3–5 years of experience in equity research, fund analysis, portfolio management, or investment analysis; candidates with corporate finance or equity analysis backgrounds with demonstrable interest in public markets will also be considered
• CFA qualification or progress toward CFA is a strong advantage; SC Licensing (Module 9 and/or Module 10) holders are preferred
• Solid grasp of financial modelling, comfortable building and working through models in Excel independently
• Familiarity with the Malaysian unit trust landscape, fund distribution ecosystem, and key fund houses is a distinct advantage
• Experience or familiarity with investment memo writing and fund evaluation; you should be comfortable putting structured analysis into writing
• Confident initiating and carrying commercial conversations: comfortable approaching prospective partners and clients directly, and presenting investment logic credibly once in the room. Prior experience in a product specialist, investment specialist, institutional sales, or client-facing research role is an advantage
• An existing network across Malaysian corporates, intermediaries, or the fund distribution ecosystem is a distinct advantage
• Willingness to obtain FIMM registration within six months of joining, if required for the role
• Comfortable engaging critically with AI and data-driven tools from an investment and risk perspective — you don’t need to write code, but you should think carefully about outputs
• Strong written and verbal communication in English; proficiency in Bahasa Malaysia and/or Mandarin is an advantage
• Organised, reliable, and proactive, able to manage multiple workstreams and take ownership of your deliverables
• High integrity and discretion; you will have access to sensitive deal and portfolio information

Why Join Us

• Direct exposure to fund selection, portfolio construction, and live deal flow at a rapidly scaling Fintech platform — not a rotation programme or support role
• A rare opportunity to sit at the intersection of investment management and AI-driven financial technology
• Close working relationship with founders and senior decision-makers from day one
• Lean team structure means your contributions are visible and your growth is fast
• Performance-based upside for candidates who demonstrate genuine initiative and strong execution
• Genuine ownership of client relationships you originate, alongside the investment work — not a handoff to someone else's book