Investment Finance Associate
Job Summary
An established APAC regional investment platform is seeking a finance professional to support portfolio planning, performance analysis, and fund-level reporting. The role covers the full investment lifecycle, involving close collaboration with internal teams and external partners. Candidates will provide critical financial insights to support management and investor decision-making.
Responsibilities
- Support budgeting, forecasting, and rolling projections
- Prepare performance analysis and fund-level reports
- Manage cash flow, liquidity, and capital movements
- Collaborate on acquisitions, divestments, and refinancing
- Partner with accounting teams for financial close
Required Skills
- Degree in Accounting, Finance or related
- 3–5 years experience in finance or FP&A
- Expertise in financial modelling and Excel
- Proficiency in IFRS and fund structures
- Experience with Power BI or reporting tools
Job Details
Key Responsibilities
• Support budgeting, forecasting, and rolling projections across a regional investment portfolio, ensuring consistency and reliability of financial data.
• Prepare and review periodic reporting deliverables, including performance analysis, valuation inputs, and cash flow / liquidity projections.
• Partner with accounting teams and external service providers to ensure accurate and timely financial close, including review of fund financials and reconciliations.
• Analyse portfolio performance, including returns, key drivers, and variances against plan, and translate findings into clear management and investor insights.
• Oversee cash flow and funding activities, including monitoring liquidity, supporting capital movements, and ensuring appropriate governance processes.
• Collaborate with internal stakeholders and external partners on acquisitions, divestments, refinancing activities, and ongoing process improvements, including reporting automation initiatives.
Requirements
• Degree in Accounting, Finance or a related discipline; professional qualifications (e.g. CPA, CA, ACCA) are advantageous.
• 3–5 years of relevant experience in finance, accounting, audit, or financial planning & analysis, with exposure to real estate investment or fund finance environments preferred.
• Familiarity with financial reporting standards (e.g. IFRS) and understanding of investment structures and governance frameworks.
• Strong analytical and financial modelling skills, with proficiency in Excel and exposure to reporting tools (e.g. Power BI or similar).
• Ability to manage multiple deliverables and work across stakeholders in a fast-paced, regional environment.
• Strong communication and interpersonal skills, with a proactive and solutions-oriented mindset.