Investment Analyst

AMICORP ASSET MANAGEMENT SINGAPORE PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading asset management firm in Singapore seeks an experienced professional to manage asset management operations and provide investment advice to clients. The ideal candidate will have 5-7 years of experience in asset management, strong analytical and communication skills, and a degree in finance or accounting. This role focuses on driving efficiency and compliance while delivering quality investment services to a diverse clientele.

Benefits

Professional development opportunities

Dynamic work environment

Qualifications

• 5-7 years experience in asset management or related fields.
• Strong understanding of financial statements and fund structures.
• Detail-oriented and organized in a dynamic environment.

Responsibilities

• Implement and coordinate Investment Policy Statements for clients.
• Support effective fund operations and ensure compliance.
• Monitor performance against client objectives to maximize returns.

Skills

Investment analysis

Portfolio management

Strong communication skills

Analytical skills

Quantitative skills

Education

Degree in Accounting, Finance, or related discipline

Degree in Economics or Finance

Tools

Bloomberg

Excel

Job description

SUMMARY

The role holder will be responsible for implementing appropriate systems, drafting standard operating procedures and setting up Singapore as best of breed asset manager. The role holder shall, on a continuing basis, work on overseeing, primarily, asset management operations with an emphasis on driving long-term value creation, profitability, operational efficiency and minimizing costs. This role holder will be responsible for providing investment information and financial advice to corporate and individual clients whilst maintaining excellent knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares. The role holder has to support fund operations and investment oversight within Singapore office. The role should have experience with an accounting or audit background looking to broaden into investment and fund analysis, while assisting with statutory compliance and audit matters for funds and VCCs.

PRIMARY DUTIES AND RESPONSIBILITIES

• Create, implement and coordinate a comprehensive Investment Policy Statement (IPS) for clients.
• Determine client financial objectives and outline investment parameters and benchmarks
• Implement an asset allocation strategy around the risk profile and benchmarks agreed with clients
• Adhere to the investment policy and client objectives to minimize risk and maximize returns
• Co‑coordinate with brokers, custodians and third party entities to offer products to clients.
• Coordinate efforts with other group entities on sourcing and evaluating products and services.
• Source and select a diversified set of asset managers to offer investment products to clients
• Identify investment opportunities that are tax and fee efficient
• Maintain and monitor asset allocation strategies for all clients
• Attend client meetings and discuss portfolio performance and investment strategies
• Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies

OPERATIONS

• Responsible for implementing appropriate and best of breed systems and drafting standard operating procedures for Singapore asset management business.
• Support the business to create efficiencies and optimize work allocation across Amicorp Financial Markets ("AFM").
• Support the implementation of appropriate global systems and processes which increase efficiency;
• Support the delivery of the financial and operational priorities and budget, within the defined financial targets and objectives.
• Identity and control key drivers of cost, quality, risks, expenses, revenues, profits, business growth, competition and performance;
• Build and document standard, transparent, and repeatable production and service processes to provide stable, consistent and quality products and services that both internal and external customers expect;
• Contribute to the evaluation and development of operational strategy and performance in co‑ordination with the executive team;
• Understand business challenges and strategize solutions to solve and to implement relevant changes to procedures and systems in order to optimize the internal processes and efficiencies;
• Responsible for the review of existing processes, mapping key processes, identifying gaps and creating the path to a more efficient operations model;
• Facilitate enforcing policies, procedures and work‑instructions to achieve a standardized way of working towards the clients;
• Provide inputs for the development of the Annual Business Plan and other organization policies;
• Support business profitability and performance aligned with the approved business plans.
• Ensure the smooth onboarding and off boarding of clients via appropriate systems and internal systems, and ensure proper communication across functions during the process
• Ensure compliance with statutory authorities and audit requirements.
• Maximize utilization of resources and drive cost control measures across operations.

PROFITABILITY PERFORMANCE AND GROWTH

• Drive the discipline of accurately measuring clients deliverables and value of service, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
• Monitor performance and take action on all client activities in order to achieve the revenue and client servicing targets. Solve payment problems, as well as collection of outstanding invoices
• Introduce measures to monitor all client activities to ensure quality and timeliness
• Build and maintain strategic business relationship with clients; guide the team to build client relationships and ensure timely and quality delivery
• Ensure business profitability and performance is aligned with the approved business plan. Review and ensure policies, procedures and contractual agreements are consistently met.
• Assist in the financial review and analysis of investment portfolios, funds, and underlying assets.
• Support the preparation of fund reports, performance summaries, and valuation updates.
• Work closely with auditors, fund administrators, and custodians to ensure accurate statutory reporting and compliance.
• Review financial statements and ensure alignment with MAS and ACRA regulatory standards.
• Support investment managers in monitoring fund performance and capital activity.
• Participate in periodic audit and compliance reviews of the fund and VCC structure.
• Assist with board papers, documentation, and audit queries related to fund entities.
• Contribute to continuous improvement in reporting, internal controls, and fund governance.

OTHER DUTIES

• Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
• Undertake such other duties, related to the position, as may from time to time be agreed with Management.

CANDIDATE PROFILE

• 5-7 years experience in an analyst role in the asset management or wealth management space, investment, audit, accounting, or fund administration.
• Degree in Accounting, Finance, or related discipline.
• Strong understanding of financial statements and fund structures (VCC preferred).
• Keen interest in investment analysis and portfolio reporting.
• Detail‑oriented, organized, and comfortable working in a dynamic investment environment.
• Strong communication skills with the ability to coordinate across teams and service providers
• Degree in Economics or Finance
• Strong quantitative skills and knowledge of investments, asset allocation and portfolio management
• Should demonstrate strong ability to review and analyze financial statements
• Solid understanding of portfolio risk and being able to run attribution analyses on investment data
• Should have an understanding of trading and best practices in trade execution
• Detail‑oriented, excellent communication skills and being able to articulate investment ideas clearly
• Have the ability to present investment ideas and perform investment reviews to clients, sales and management teams
• Familiarity with Bloomberg, Excel and other financial software
• Strong team player, with a hunger to learn and grow in an entrepreneurial setting
• Should be able to work independently with minimum direction and be familiar with broad industry/investment trends
• Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
• Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
• Excellent client facing skills. Well‑developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
• Strong analytical and problem solving skills, solution driven, highly organized and detail‑oriented with good decision making and time management skills. Independent, hands‑on and takes accountability to deliver solutions and results.
• Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.
• Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.

For queries, please contact: [e-mail]