AME Portfolio Analyst & Research Specialist
St. James's Place Wealth Management
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Résumé du poste
St. James's Place Wealth Management in Singapore is seeking a dedicated investment professional to support the AME portfolio management proposition. You will contribute to portfolio analysis, data management, reporting and fund research to inform client outcomes.
The role requires strong Excel/PowerPoint, experience with investment platforms, and progress towards the CFA program. You will collaborate across teams to drive improvements in processes and analytics while maintaining high data
Qualifications
- Experience supporting portfolio management, investment research or investment consulting activities.
- Exposure to multi-asset portfolios, mutual funds or ETF research.
- Experience preparing investment presentations, portfolio reviews or client-facing materials.
- Familiarity with investment performance, risk and attribution concepts.
- Experience with large datasets and applying technology to investment processes.
- Strong proficiency in Microsoft Excel and PowerPoint.
- Experience using investment research platforms such as Bloomberg, Morningstar, FE Analytics or similar tools.
- Progress towards CFA qualification would be advantageous, with a plan to complete.
Responsabilités
- Maintaining portfolio and investment data.
- Producing analytical insights and management information.
- Supporting asset allocation and manager research activities.
- Identifying and escalating risks.
- Driving continuous improvements to investment systems, workflows and reporting.
Connaissances
Formation
Outils
Description du poste
St. James's Place Wealth Management in Singapore is seeking a dedicated investment professional to support the AME portfolio management proposition. You will contribute to portfolio analysis, data management, reporting and fund research to inform client outcomes.
The role requires strong Excel/PowerPoint, experience with investment platforms, and progress towards the CFA program. You will collaborate across teams to drive improvements in processes and analytics while maintaining high data
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