INSTITUTIONAL MARKET ANALYST TRAINEE

TAURUS WEALTH ADVISORS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is seeking an Analyst for its Institutional Markets team. The role encompasses a variety of responsibilities, including supporting the onboarding of external fund managers, identifying institutional investors, and assisting with business development initiatives. The ideal candidate holds a degree in Banking, Business, or Finance, possesses strong analytical and communication skills, and is passionate about institutional markets. This position offers significant opportunities for growth within the firm.

Qualifications

• Degree in a relevant field such as Banking, Business, or Finance.
• Strong analytical skills and a passion for institutional markets.
• High ethical standards and a commitment to client confidentiality.

Responsibilities

• Support sourcing and evaluation of external fund managers.
• Coordinate with the CIO and investment team for onboarding workflows.
• Identify institutional investor landscape across Asia Pacific and GCC.
• Assist in business development pipelines through CRM updates.
• Prepare presentations and marketing materials for engagements.

Skills

Microsoft Excel

PowerPoint

Coding skills (Python, R)

Interpersonal skills

Written communication

Verbal communication

Education

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

Job description

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

The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the Fund and Wealth Management industry focusing on expanding the Institutional offering – both the products along with the associated distribution platform. The role necessitates close alignment with the core Fund Advisory and Wealth management activities of the Firm and thus offers significant scope for learning career growth opportunities over time.

Job Responsibilities:

Fund Manager Coverage & Onboarding

• Support the sourcing and evaluation of external fund 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 to facilitate onboarding workflows, including documentation, internal approvals, and platform readiness.
• Track onboarding progress, maintain updated status reports, and ensure timely communication with internal stakeholders.

Institutional Distribution & Investor Targeting

• Identify and map the institutional investor landscape across Asia Pacific and the Middle East region, GCC, to include private banks and institutions, corporates, family offices, sovereign entities, pension funds, and insurance companies.
• Assist in preparing targeted outreach plans and coordinating 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, and investment materials tailored to institutional requirements.

Business Development Support

• Assist senior leadership in managing business development pipelines through CRM updates, investor segmentation, and tracking of opportunities.
• Conduct market intelligence research on competitors, fund offerings, trends, and industry developments relevant to institutional markets.
• Support the preparation of internal reports, dashboards, and updates for management.

Research, Analysis & Presentation

• Prepare high‑quality presentations, product summaries, and marketing materials for fund manager and investor engagements.
• Maintain internal databases, fund information libraries, and document repositories.
• Compile and analyse data for performance reviews, investment proposals, and business development initiatives.

Stakeholder Collaboration & Internal Coordination

• Work closely with the CIO Office, Investment Team, Compliance, and Operations to ensure smooth execution of onboarding and distribution activities.
• Liaise with regional teams in Singapore and Dubai to align outreach strategies and share market insights.
• Coordinate logistics for meetings, due diligence sessions, 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 learn is paramount.
• High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information.
• Fosters teamwork and positively contributes towards the dynamics of the team and the quality of its output.
• Excellent written and verbal communication skills as well as interpersonal skills.

Take the opportunity to embark on a challenging, fulfilling and rewarding career with an upcoming Firm in Asia Pacific.

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.