Offer summary

Qualifications:

Bachelor's Degree in business, finance, or related field., 8-10+ years of relevant industry experience, preferably in consultancy or advisory roles., Expertise in process management, financial planning, and data analysis., Strong analytical skills, attention to detail, and proficiency with AI tools and data visualization..

Key responsibilities:

Lead end-to-end investor reporting processes and automate workflows.

Collaborate with cross-functional teams to gather inputs and ensure data accuracy.

Establish communication with portfolio companies to monitor financial performance.

Oversee data collection, analysis, and reporting for portfolio and fund performance.

Job description

Data and Reporting Manager (Remote Malaysia)

We are seeking an experienced Portfolio Data and Investor Reporting Manager to join our firm remotely from Malaysia.

Role Responsibilities

Investor Reporting

Lead the endtoend quarterlyhalfyearly investor reporting process for funds managed by the firm, continuously identifying opportunities to streamline and automate workflows

Collaborate crossfunctionally with investment, finance, legal and investor relations teams to gather inputs for investor reporting preparation

Review quarterly fund and portfolio returns calculations for internal and external reporting, implementing quality control measures and automation where possible

Support investor relations team in draftingupdating collateral, fundrelated materials, AGM presentations, capital calldistribution notices, and quarterly update packs

Develop bespoke reporting materials for key limited partners, leveraging data visualization and reporting tools

Portfolio Engagement and Reporting

Establish and maintain regular communication with finance directors or equivalent of portfolio companies to gather insights on financial performance, discuss reporting requirements, and ensure data accuracy

Conduct quarterly financial review calls with portfolio company finance teams to understand business trends, challenges, and opportunities reflected in their financial reporting

Oversee comprehensive data collection and tracking of portfolio key financial and performance metrics, implementing AIpowered tools and automated processes where applicable

Organize and prepare discussion materials using advanced analytics and data visualization

Lead quarterly portfolio review (QPR) process, ensuring all stakeholders adheres to the process, and tear sheets are completed with both qualitative and quantitative information relevant for discussion

Champion the portfolio reporting platform (Standard Metrics), working closely with their product team to provide feedback on improvements, new features, and product roadmap input

Onboard new portfolio companies to Standard Metrics, including alignment with portfolio managers on requirements and conducting platform demos with founders

Other Reporting Requirements
Provide accurate fund and portfolio company data to compliance team for quarterly and adhoc regulatory reporting
Process Improvement & Technology Integration

Continuously evaluate and enhance existing reporting processes using AI tools, automation software, and data analytics platforms

Collaborate with technology vendors and internal teams to optimize reporting systems and workflows

Stay current with AI developments in financial reporting, data analysis, and portfolio management tools

Experience and Requirements
Essential Qualifications

Bachelors Degree in business, finance, accounting or related field

810+ years of relevant industry experience, preferably in big 4 consultancy or advisory companies.

Expertise in process management and financial planning & data analysis (FP&A)

Track record of process improvement and operational efficiency initiatives

Core Competencies

Independent work capabilities with ability to meet deadlines while maintaining exceptional accuracy and quality

Strong analytical and financial modeling skills with prior experience in financial analysis and valuations

Exceptional attention to detail and quality control mindset

Excellent written and verbal communication skills with ability to explain complex financial concepts to diverse audiences

Proactive, solutionsoriented approach with eagerness to take on challenges of all sizes

Strong desire to integrate with the technology and startup community in the broader Asia Pacific region

Adaptability and continuous learning mindset to stay current with evolving technology and industry best practices

Preferred Qualifications

Experience with portfolio reporting platforms (Standard Metrics or similar)

Familiarity with venture capitalprivate equity fund structures and reporting requirements

Experience in regular communication with senior finance professionals (CFOs, Finance Directors) in a business context

Proficiency with AI tools and platforms (ChatGPT, Claude, automation tools, data analytics software) with demonstrated ability to integrate these into work processes

Experience with data visualization tools (Tableau, Power BI, etc.)

Professional qualifications (CPA, CFA, or similar) preferred but not required

Remote work experience with demonstrated ability to work effectively across geographies and maintain strong relationships with stakeholders