Investment Analyst

Schroders; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A global investment manager is seeking an Investment Analyst in Singapore. This entry-level position involves supporting discretionary and advisory business in Asia through fundamental research analysis, preparation of investment materials, and assisting with performance reports and portfolio management. Ideal candidates are analytical, detail-oriented, and possess good communication skills.

Qualifications

• Ability to conduct comprehensive research analysis.
• Familiarity with ESG investment frameworks.
• Strong analytical skills in equities and mutual funds.

Responsibilities

• Conduct fundamental research and analysis in line with ESG.
• Prepare materials for investment meetings.
• Assist with performance reports and client portfolio reviews.
• Support Asia growth initiatives.
• Monitor discretionary portfolios and rebalancing.
• Support queries from Relationship Managers and clients.

Skills

Fundamental research analysis

ESG framework knowledge

Presentation skills

Portfolio management

Investment advisory skills

Job description

Investment Analyst

Job Summary: The role involves supporting the discretionary and advisory lines of business in Asia.

Key Responsibilities

• Conduct fundamental research analysis in line with ESG framework, with a greater emphasis on equities, product specialist lead in Mutual Funds and ETFs and co-lead in Structured products. New idea generation and ongoing monitoring of recommendations will be expected.
• Work with the team in preparing materials and presenting during weekly investment meeting and the Asia Investment Committee meeting.
• Assist with the preparation of investment performance reports, presentations and client portfolio reviews.
• Support the Investment Team’s Asia growth initiatives.
• Assist with portfolio rebalancing and monitoring of discretionary portfolios (both direct security and fund of funds), as well as implementation of existing discretionary models.
• Support queries from RMs and clients.
• Perform the role as an Investment Advisory Advisor to the Relationship Managers.
• Support the Advisory business by performing the role as a designated Asset Class Specialist in the Investment team.

About Us

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales