Asset Management Associate: Portfolio & Research

Abacus Asia Wealth Management Pte Ltd; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Abacus Asia Wealth Management Pte Ltd seeks an analyst to support Representatives and Portfolio Managers in client relationship work and account maintenance. The role includes updating portfolios, monitoring exposures, and preparing performance reports across assets.

You will assist in research across Asia and Global markets to develop comprehensive investment cases, contributing to client satisfaction and portfolio execution.

Qualifications

• Bachelor's Degree/ Professional Degree in Finance, Business, Economics or related field.
• Strong analytical skills, team player, and independence in a fast-paced environment.
• Minimum 2 years of relevant Banking/Financial Services experience (family office, asset manager) is an advantage.
• Familiarity with Private Bank’s products and services is preferred.
• English and Mandarin are required to handle Mandarin-speaking queries regarding asset management matters.

Responsibilities

• Assist Representatives/Portfolio Managers in client relationship building, account maintenance, and providing financial solutions.
• Provide portfolio account updates and monitor exposures across cash, securities, FX, and structured products.
• Prepare periodical portfolio valuation and performance reports for co-mingled portfolios and managed accounts.
• Assist in research across Asia and Global markets to develop and defend investment cases.

Skills

Analytical skills

Team player

Independence

Fast-paced environment

Education

Bachelor's degree

Job description

Abacus Asia Wealth Management Pte Ltd seeks an analyst to support Representatives and Portfolio Managers in client relationship work and account maintenance. The role includes updating portfolios, monitoring exposures, and preparing performance reports across assets.

You will assist in research across Asia and Global markets to develop comprehensive investment cases, contributing to client satisfaction and portfolio execution.