Investment Analyst

OCBC Group; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Bank of Singapore is seeking an Investment Analyst to collaborate with Investment Advisors in supporting Relationship Managers with client portfolios.

The role involves assisting with portfolio proposals and reviews, facilitating trade execution, and delivering timely reporting. You will contribute to analytics, strategy decks, and coordination with CIO teams to ensure compliant, high‑quality client service.

Qualifications

• At least 2 years in financial industry in an investment advisory position.
• Strong knowledge of products across asset classes.
• Strong interpersonal and communications skills.
• Strong analytical and strategic thinking skills.
• Future‑oriented mindset, able to innovate and adapt to changes.
• Excellent collaboration across departments.
• Ability to thrive in a fast-paced environment with empathy and resilience.

Responsibilities

• Assisting with portfolio proposals, reviews and reporting decks.
• Facilitating trade execution and managing the trade life cycle, including price discovery and order execution.
• Providing timely trade confirmations and ensuring accuracy in portfolio margins/fixings.
• Supporting business analytics and development of IA strategy decks.
• Coordinating weekly sales meetings with IA and CIO teams for alignment.
• Shadowing Investment Advisors on client relationships for seamless service delivery.
• Monitoring complex trades, including structured products and derivatives, and updating clients.
• Disseminating house views and product information to clients to boost engagement.
• Ensuring adherence to internal/external regulations and policies.
• Helping CIO team build portfolios for discretionary/advisory solutions to meet objectives.

Skills

Investment advisory

Asset classes knowledge

Interpersonal skills

Analytical thinking

Strategic thinking

Cross-department collaboration

Adaptability

Resilience

Job description

## Investment AnalystApply: Onsite: BOS Singapore: Full time: Posted Today: JR00012029**Bank of Singapore opens doors to new opportunities.**At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!# **Primary Responsibility*** The primary role of the Investment Analyst is to work with the Investment Advisors to support the Relationship Managers in managing client portfolios. **Main duties*** Assisting with portfolio proposals, portfolio reviews, and preparation of reporting decks* Facilitating trade execution and managing the entire trade life cycle, including price discovery, quotations, order taking, and execution* Providing timely trade confirmations and ensuring accuracy in portfolio margins and trade fixing information* Supporting business analytics and the development of IA strategy decks* Coordinating weekly sales meetings with the IA and CIO teams to ensure alignment and effective communication* Shadowing IAs on specific client relationships to ensure seamless service delivery and relationship management* Monitoring and tracking complex trades, such as structured products and derivative knockouts, and updating clients accordingly* Disseminate house views and product ideas to the RMs and FIMs, market updates and product information broadcasts to clients, thereby enhancing client engagement and satisfaction* Ensure adherence to internal and external regulations and policies at all times* Work with the CIO team to help clients build robust portfolios to achieve their long-term objectives across discretionary and advisory solutions* Provide premium investment advisory (including advisory portfolio management services) to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile within the framework of the banks house view.# * At least 2 years in financial industry in an investment advisory position* Strong knowledge of products across asset classes* Strong interpersonal and communications skills* Strong analytical and strategic thinking skills* Possess future oriented mindset, strive to innovate and adapt to changes* Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments* Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient