Assistant Investment Specialist

Wealth Asia LLP; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A financial services firm in Singapore is seeking a candidate to conduct investment due diligence and analysis. Responsibilities include preparing trade orders and reports, monitoring portfolios, and ensuring compliance with client policies. The ideal candidate will assist with client communications and maintain detailed records. Strong analytical skills and attention to detail are essential for this role.

Responsibilities

• Conduct due diligence on potential wealth and investment opportunities.
• Perform quantitative and qualitative analysis of portfolio holdings and asset classes.
• Assist in generating investment proposals, performance reports, and market commentaries.
• Gather and synthesize economic, market, and company-specific data to support investment decisions.
• Prepare and process trade orders accurately and efficiently.
• Monitor portfolios for cash balances and compliance with client investment policies.
• Resolve trade settlement issues and coordinate with custodial and operations teams.
• Prepare comprehensive client performance reviews and quarterly statements.
• Assist in drafting client-facing correspondence and presentations.
• Respond promptly to client inquiries regarding portfolio performance.
• Ensure all client documentation and compliance requirements are current.
• Maintain and update client data and transaction records.

Job description

Key Responsibilities

• Conduct due diligence on potential wealth and investment opportunities.

• Perform quantitative and qualitative analysis of portfolio holdings and asset classes.

• Assist in generating investment proposals, performance reports, and market commentaries.

• Gather and synthesize economic, market, and company-specific data to support investment decisions.

• Prepare and process trade orders accurately and efficiently as directed, adhering to all compliance guidelines.

• Monitor portfolios for cash balances, asset allocations, and compliance with client investment policy statements.

• Resolve trade settlement issues and coordinate with custodial and operations teams.

• Prepare comprehensive client performance reviews and quarterly statements.

• Assist in drafting client-facing correspondence, presentations, and meeting materials.

• Respond promptly to client and internal inquiries regarding portfolio performance, transactions, and account details.

• Ensure all client documentation, Know Your Customer (KYC), and suitability requirements are complete and current.

• Maintain and update client data, transaction records, and research files in the management systems.

• Assist with regulatory reporting and internal compliance audits as needed.