Internship: Global Markets, Treasury Advisory / Investment Solutions [Jan - Jun 2027]

OCBC; Singapore; On-site; SGD 16,000 - 25,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Wellbeing and development programs

Job summary

OCBC in Singapore is seeking a Treasury Advisory / Investment Solutions Intern to gain exposure to market analysis, investment solutions, and client advisory activities within Global Markets. You’ll work with experienced professionals who support clients’ investment and treasury needs.

You’ll develop analytical, technical, and data automation skills while contributing to market research, product performance analytics, and client advisory support in a fast-paced environment.

Qualifications

• Curious, analytical, and keen to learn about financial markets.
• Strong interest in financial markets, investment products, and treasury solutions.
• Analytical, inquisitive, and detail-oriented.
• Comfortable working with data and performing quantitative analysis.
• Strong working knowledge of Microsoft Excel.
• Familiarity with VBA programming and Bloomberg would be advantageous.
• Interest in business intelligence and data visualisation tools such as Tableau and QlikView.
• Good communication and interpersonal skills.
• Self-motivated and able to work effectively in a collaborative team environment.
• Able to manage multiple priorities in a fast-paced environment.
• Currently pursuing an undergraduate degree.
• Available to commit to a 6-month internship.

Responsibilities

• Process Automation: support programming and automation initiatives to improve team productivity and enhance existing processes, tools, and reporting platforms
• Portfolio & Exposure Analysis: analyse client cross-asset exposures and prepare insights to support advisory discussions and investment recommendations
• Trade Flow Support: assist the Treasury Advisory desk in monitoring daily trade activities, transaction flows, and revenue reporting
• Market Research & Trade Ideas: provide timely market updates, industry developments, and product insights to support the generation of client solutions and trade ideas
• Product Performance Analytics: perform analysis on the performance and success rates of treasury and investment products across asset classes
• Data Analytics & Reporting: support data extraction, preparation of management information, and analysis for strategy discussions and business reviews
• Management Presentations & Communications: assist in preparing presentation materials, quarterly newsletters, market updates, and business communications
• Sales Enablement Support: generate mark-to-market (MTM), knock-out (KO), and maturity reports to help Relationship Managers identify client engagement and sales opportunities
• Ad-hoc Projects: provide support on business initiatives, reporting enhancements, and strategic projects as assigned

Skills

Excel

VBA

Bloomberg

Data analysis

Tableau

QlikView

Python

Education

Undergraduate degree (pursuing)

Tools

Tableau

QlikView

Bloomberg

Job description

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Why Join

Be part of a team that helps clients navigate financial markets and uncover investment opportunities across multiple asset classes. As a Treasury Advisory / Investment Solutions Intern, you’ll gain valuable exposure to market analysis, investment solutions, and client advisory activities within Global Markets. You’ll have the opportunity to develop your analytical, technical, and financial market knowledge while working alongside experienced professionals who support clients’ investment and treasury needs.

How You Succeed

To excel in this role, you’ll need to be curious, analytical, and keen to learn about financial markets. You’ll work closely with the Treasury Advisory and Investment Solutions team to analyse market trends, evaluate product performance, and support client advisory activities. Your ability to interpret data, automate processes, and communicate insights effectively will help drive better decision-making and enhance the team’s efficiency.

What You Do

Your responsibilities will include:

• Process Automation: support programming and automation initiatives to improve team productivity and enhance existing processes, tools, and reporting platforms
• Portfolio & Exposure Analysis: analyse client cross-asset exposures and prepare insights to support advisory discussions and investment recommendations
• Trade Flow Support: assist the Treasury Advisory desk in monitoring daily trade activities, transaction flows, and revenue reporting
• Market Research & Trade Ideas: provide timely market updates, industry developments, and product insights to support the generation of client solutions and trade ideas
• Product Performance Analytics: perform analysis on the performance and success rates of treasury and investment products across asset classes such as Equities, Fixed Income, Foreign Exchange, and Interest Rates
• Data Analytics & Reporting: support data extraction, preparation of management information, and analysis for strategy discussions and business reviews
• Management Presentations & Communications: assist in preparing presentation materials, quarterly newsletters, market updates, and business communications
• Sales Enablement Support: generate mark-to-market (MTM), knock-out (KO), and maturity reports to help Relationship Managers identify client engagement and sales opportunities
• Ad-hoc Projects: provide support on business initiatives, reporting enhancements, and strategic projects as assigned

Who You Work With

Global Markets provides clients with a comprehensive range of risk management, treasury, and investment solutions across multiple asset classes. Within the Treasury Advisory / Investment Solutions team, you’ll work alongside specialists who help clients navigate market opportunities and manage financial risks through tailored investment and treasury strategies. You’ll gain valuable exposure to financial markets, product advisory, client engagement, and business strategy within a dynamic and fast-paced environment.This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Who You Are

• Open to learning and feedback
• Strong interest in financial markets, investment products, and treasury solutions
• Analytical, inquisitive, and detail-oriented
• Comfortable working with data and performing quantitative analysis
• Strong working knowledge of Microsoft Office applications, particularly Excel
• Familiarity with VBA programming and Bloomberg would be advantageous
• Interest in business intelligence and data visualisation tools such as Tableau and QlikView
• Good communication and interpersonal skills
• Self-motivated and able to work effectively in a collaborative team environment
• Able to manage multiple priorities in a fast-paced environment
• Currently pursuing an undergraduate degree
• Available to commit to a 6-month internship

Learning Objectives

This internship will provide you with:

• Exposure to Treasury Advisory and Investment Solutions activities within a leading financial institution
• A practical understanding of financial markets, investment products, and cross-asset investment strategies
• Hands-on experience analysing market trends, client exposures, and product performance across multiple asset classes
• Opportunities to develop technical skills in reporting automation, data analytics, and process improvement
• Exposure to market research, investment idea generation, and client advisory support
• Experience using financial market tools, business intelligence platforms, and performance reporting frameworks
• Opportunities to strengthen presentation, communication, and stakeholder engagement skills
• Insights into how investment products and treasury solutions are positioned to meet diverse client needs
• Exposure to collaboration across Global Markets, Relationship Managers, and business stakeholders within a leading financial institution
• A deeper understanding of how technology, analytics, and market expertise come together to drive investment and advisory outcomes for clients across different market environments

What we offer:

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.