INSTITUTIONAL MARKET ANALYST TRAINEE

TAURUS WEALTH ADVISORS PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking an Analyst for its Institutional Markets team. The role involves supporting fund manager evaluations, targeting institutional investors, and assisting in business development initiatives. Ideal candidates should have a degree in relevant fields and strong skills in Microsoft Excel and PowerPoint. A passion for institutional markets and a collaborative spirit are essential for success. This is an excellent opportunity for growth in the Fund and Wealth Management industry.

Qualifications

• Passion and interest in institutional markets.
• Positive attitude with a strong desire to learn.
• High standards of ethics and conduct; confidentiality is paramount.

Responsibilities

• Support the sourcing and evaluation of external fund managers.
• Identify institutional investors across Asia Pacific and assist with outreach.
• Conduct market intelligence research and assist in business development.

Skills

Strong Microsoft Excel skills

Strong PowerPoint skills

Coding skills (Python, R)

Excellent written and verbal communication skills

Interpersonal skills

Teamwork

Education

Degree in Banking / Business / Economics / Engineering / Finance / Mathematics

Job description

Taurus is one of the leading Independent Fund and WealthAdvisors in the Asia Pacific and Middle East regions. Our business modelensures the availability of global leading investment opportunities, and weprovide our multiple services with no conflicts of interest by ensuring werepresent our client interests when dealing with various multiple external institutions.We are now seeking an Analyst in our Institutional Markets team.

The role offers immense opportunity for growth andself-development within a rapidly growing business environment for candidateslooking to establish a career within the Fund and Wealth Management industry focusingon expanding the Institutional offering - both the products along with theassociated distribution platform. The role necessitates close alignment withthe core Fund Advisory and Wealth management activities of the Firm and thusoffers significant scope for learning career growth opportunities over time.

Job Responsibilities

Fund Manager Coverage & Onboarding

• Support the sourcing and evaluation of externalfund managers for potential onboarding onto the Taurus platform.
• Coordinate due diligence preparation,information requests, product assessments, and follow-up with fund managers.
• Coordinate with the CIO and investment team tofacilitate onboarding workflows, including documentation, internal approvals,and platform readiness.
• Track onboarding progress, maintain updatedstatus reports, and ensure timely communication with internal stakeholders.

Institutional Distribution& Investor Targeting

• Identify and map the institutional investorlandscape across Asia Pacific and the Middle East region, GCC, to includingprivate banks and institutions, corporates, family offices, sovereign entities,pension funds, and insurance companies.
• Assist in preparing targeted outreach plans andcoordinating meetings with the Taurus Singapore and Dubai teams.
• Support follow-ups with institutional clients,maintaining accurate records of discussions, interests, and action items.
• Help prepare proposals, pitch books, andinvestment materials tailored to institutional requirements.

Business Development Support

• Assist senior leadership in managing businessdevelopment pipelines through CRM updates, investor segmentation, and trackingof opportunities.
• Conduct market intelligence research oncompetitors, fund offerings, trends, and industry developments relevant toinstitutional markets.
• Support the preparation of internal reports,dashboards, and updates for management.

Research, Analysis &Presentation

• Prepare high-quality presentations, productsummaries, and marketing materials for fund manager and investor engagements.
• Maintain internal databases, fund informationlibraries, and document repositories.
• Compile and analyse data for performancereviews, investment proposals, and business development initiatives.

Stakeholder Collaboration & Internal Coordination

• Work closely with the CIO Office, InvestmentTeam, Compliance, and Operations to ensure smooth execution of onboarding anddistribution activities.
• Liaise with regional teams in Singapore andDubai to align outreach strategies and share market insights.
• Coordinate logistics for meetings, due diligencesessions, and investor calls.

Administrative &Operational Support

• Assist in preparing meeting agendas, minutes,and follow-up notes.
• Support ad-hoc projects, internal initiatives,and special assignments as required by the Institutional Markets team.

Requirements :

• Degree in Banking / Business / Economics / Engineering / Finance / Mathematics.
• Passion and interest in institutional markets
• Strong Microsoft Excel, PowerPoint skills. Coding skills (Python, R etc.) a plus.
• Positive attitude with a strong desire to learnis paramount.
• High standards of ethics and conduct; ensuresconfidentiality of Clients' assets & information
• Fosters teamwork and positively contributestowards the dynamics of the team and the quality of its output.
• Excellent written and verbal communicationskills as well as interpersonal skills

If you aspire to grow and excel with a high growth financial advisory firm, and you feel you have what it takes to be part of the Taurus family, we welcome you to take the first step. Please apply online and send us your CV with your most recent photograph to [e-mail] ;

We regret that only shortlisted candidates will be notified.