Senior Executive, Portfolio Management & AI Transformation

1. Portfolio Management Monitor and analyse the performance of venture capital funds, private equity funds, direct investments, joint venture companies, and selected listed equity investments. Prepare quarterly investment reports, valuation analysis, portfolio updates, cashflow projections, and presentation materials for Management and the Board. Support annual budgeting, quarterly forecasts, variance analysis, and investment cashflow planning. 2. Due Diligence & Execution Conduct due diligence on venture capital funds, private equity funds, private credit funds, and direct investment opportunities. Review data room materials, fund documents, financial statements, market research, references, and portfolio updates. Prepare Investment Memos covering investment summary, market opportunity, key risks, target returns, and key considerations. Support investment execution, including documentation review, IC approval preparation, and closing coordination. 3. Business Analysis & Digital Transformation Assist in business analysis of joint venture companies, including financial performance, operating metrics, budgets, forecasts, business outlook, and strategic initiatives. Develop and maintain portfolio dashboards, databases, reporting templates, and analytics tools. Leverage software, data analytics, and AI tools to improve investment research, portfolio monitoring, reporting, and workflow efficiency. Attend Company-sponsored training in software engineering, AI, data analytics, or digital transformation, and apply the knowledge to build practical tools for the investment team and the Group’s core business. Work with internal business units to identify manual workflows, reporting gaps, and potential software or AI-enabled solutions. 4. Stakeholder Management Liaise with fund managers, portfolio companies, joint venture partners, banks, custodians, legal advisers, technology vendors, and internal departments. Support GP meetings, annual meetings, portfolio reviews, and follow-up action items. Maintain high integrity and discretion in handling confidential investment, financial, business, and portfolio information. Requirements Bachelor’s degree in Applied Computing, Finance, Economics, Engineering, Computer Science, Data Analytics, Information Systems, or a related discipline. At least 3 years of relevant experience in venture capital, with strong preference for candidates with a Venture Capital (VC) background. Experience in private equity, private credit, fund-of-funds, investment banking, corporate finance, asset management, portfolio management, software development, data analytics, or business transformation will also be considered. Strong analytical and financial modelling skills, with the ability to interpret financial statements, fund reports, valuation reports, investment performance data, and business operating metrics. Foundational AI engineering knowledge, including the ability to build basic machine learning models. This supports the job redesign objective of expanding the role beyond traditional portfolio management to include AI-driven capabilities. The candidate is also expected to identify practical AI use cases and contribute to knowledge sharing and upskilling across the team. Experience or strong interest in Python, SQL, Power BI, workflow automation, no-code/low-code tools, AI tools, or web application development will be an advantage. Willingness to participate in company-sponsored training in software engineering, AI, data analytics, or digital transformation. Proficient in Microsoft Office, particularly Excel and PowerPoint. Meticulous, analytical, and detail-oriented, with strong ownership of work quality, deadlines, and continuous improvement. Strong written and verbal communication skills, with the ability to prepare clear reports and presentation materials for senior stakeholders. Able to work independently while also contributing effectively in a fast-paced, collaborative team environment. Strong interest in venture capital, private equity, technology investments, joint venture business operations, AI adoption, and digital transformation will be an advantage.