Finance & Investment Executive

TELUS Communications; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading investment firm located in Singapore is looking for a Finance & Investment Executive (Chinese-speaking) on a 1-year contract. The role involves portfolio management support, investment analysis, and liaising with financial institutions. Ideal candidates should have a Bachelor's degree in Finance or related fields and 1–3 years of relevant experience. Strong Excel skills and fluency in English and Mandarin are required.

Qualifications

• 1–3 years of relevant experience in finance, investment operations, or treasury support.
• Strong proficiency in Microsoft Excel (pivot tables, financial modelling, data analysis).
• Basic understanding of investment instruments (equities, fixed income, deposits).
• Ability to communicate effectively in English and Chinese (Mandarin).

Responsibilities

• Maintain and update detailed investment portfolio records.
• Support month-end and year-end portfolio reporting.
• Assist in daily monitoring of cash flow and bank balances.
• Conduct investment performance analysis and variance analysis.
• Prepare and maintain investment schedules for audits.
• Liaise with financial institutions to execute investment transactions.
• Leverage advanced Excel capabilities for portfolio tracking.

Skills

Proficiency in Microsoft Excel

Analytical skills

Communication skills

Attention to detail

Initiative driven

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Job description

Finance & Investment Executive (Chinese-speaking)

1 Year Contract

Portfolio Management Support

Key Responsibilities

• Portfolio Management Support: Maintain and update detailed investment portfolio records, including capital investments, fixed income instruments, equities, and deposits. Prepare regular investment performance and valuation reports for management review.
• Month-End and Year-End Management Reporting: Support month-end and year-end portfolio reporting, ensuring accuracy and timeliness of investment and treasury data consolidation (no accounting journal entries involved).
• Treasury Operations Oversight: Assist in daily monitoring of cash flow, bank balances, fixed deposit placements, and fund transfers. Prepare reconciliations and ensure adequate liquidity for investment needs.
• Investment Analysis and Evaluation: Conduct investment performance analysis, including yield calculations, return tracking, and variance analysis against projections or benchmarks.
• Documentation and Audit Support: Prepare and maintain investment schedules, performance summaries, valuations, and supporting documents to facilitate audits and management reporting.
• Coordination with Financia Institutions: Liaise with fund managers, banks, and other financial institutions to ensure smooth execution of investment transactions and reporting requirements.
• Data and Analytical Support: Leverage advanced Excel capabilities (pivot tables, financial modeling, data analysis) to support portfolio tracking and decision-making.

Minimum Requirements

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 1–3 years of relevant experience in finance, investment operations, or treasury support, ideally with exposure to portfolio monitoring and reporting.
• Technical Skills: Strong proficiency in Microsoft Excel (pivot tables, financial modelling, data analysis). Familiarity with portfolio tracking and management reporting tools.
• Knowledge: Basic understanding of investment instruments (equities, fixed income, deposits) and financial principles.
• Language Requirement: Ability to communicate effectively in English and Chinese (Mandarin) to liaise with Chinese-speaking stakeholders and institutions.

Personal Attributes

• Proactive and Analytical: Able to interpret investment data, identify trends, and provide accurate, insightful reports.
• Detail-Oriented: Maintains high accuracy in financial and investment records.
• Initiative-Driven: Identifies opportunities for improvement and takes ownership of assigned responsibilities.
• Good Communication Skills: Capable of working effectively with both internal teams and external partners (fund managers, banks).
• Professional Integrity: Handles financial and investment information with high confidentiality and ethical standards.
• Adaptable: Thrives in a fast-paced environment with multiple tasks and tight deadlines.