Assist in Private Credit post investment management to ensure that the fund manager meets the performance objectives, compliance and in line with EPF risk appetite.
Perform Private Credit portfolio management, includes screening and analysing deals, ensuring the transactions are recorded properly in the investment management systems, reviewing and reporting fund managers’ performance report to Head of Department or MIC or IP.
Assist in implementing the appointment, documentation, and set up of fund manager or fund or investment vehicles or funding structure according to the MIC or IP approval.
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Conduct daily and periodic portfolio performance reviews and prepare analytical reports on portfolio performance and investment indicators.
Design, define and maintain interactive dashboard layouts and reporting specifications, ensuring alignment with business needs and user experience standards.
Ensure analytics initiatives align with organizational investment objectives and risk management strategies.
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Lead quality assurance reviews on controlled documents to ensure compliance with standards (e.g., ISO 9001) and regulatory requirements.
Provide structured guidance to business units in developing clear, compliant, comprehensive and high-quality documentation (SOPs, policies).
Prepare reference materials and contribute to advisory sessions with document owners, supporting the clarification of regulatory expectations and documentation standards.
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