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Investment Analyst

Drake International Singapore

Singapore

On-site

SGD 60,000 - 80,000

Full time

11 days ago

Job summary

A leading financial services company is seeking an investment advisor to support high-net-worth clients. Responsibilities include analyzing investments, contributing to financial proposals, and developing tools in Python to enhance client services. The ideal candidate will possess a degree in Finance or Economics and have 1-3 years of industry experience.

Qualifications

  • 1-3 years in wealth management, investment advisory or trading.
  • Strong knowledge of asset classes including equities and bonds.
  • Proficiency in Python libraries like pandas, NumPy, and matplotlib.

Responsibilities

  • Assist high-net-worth clients with onboarding and support.
  • Contribute to investment proposals and portfolio reviews.
  • Build dashboards and automate reporting tools.

Skills

Knowledge of equities
Knowledge of bonds
Knowledge of ETFs
Knowledge of options
Proficiency in Python
Financial data analysis
Excellent communication skills
Detail-oriented
Self-driven
Adapts to fast-paced environments

Education

Degree in Finance
Degree in Economics
Degree in Quantitative Finance

Job description

Support HNW client portfolios, analyze investments, develop tools in Python, and help grow the business through insights & outreach.

Responsibilities:

  • Assist with onboarding and support for high-net-worth clients.
  • Contribute to portfolio reviews and investment proposals across various asset classes.
  • Monitor financial markets and assist in idea generation and product development.
  • Identify prospective clients through research and help with outreach efforts.
  • Support marketing and educational events to engage existing and potential clients.
  • Build dashboards and automate trade/performance reporting tools.
  • Conduct financial data analysis and back-testing of strategies.
  • Coordinate with internal teams for seamless client service delivery.
  • Participate in product and platform development discussions.

Requirements:

  • 1–3 years of experience in wealth management, investment advisory, or trading.
  • Degree in Finance, Economics, Quantitative Finance, or similar.
  • Strong knowledge of equities, bonds, ETFs, and options.
  • Proficiency in Python (pandas, NumPy, matplotlib).
  • Familiarity with time series analysis and portfolio metrics.
  • Excellent communication and presentation skills.
  • Detail-oriented, self-driven, and adaptable to fast-paced environments.
  • Bonus: Experience with event planning or client engagement.

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request.

Only shortlisted candidates will be notified.

Registration No. R1656042 | EA License No. 11C3510 | Drake International

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