Investment Analyst (Buy Side)

PhillipCapital; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a skilled financial analyst to enhance its Investment Solutions team. The role involves conducting financial analyses, developing investment portfolios, and maintaining client relationships. Ideal candidates should possess strong analytical skills, a degree in Finance or Economics, and a minimum of 3 years of relevant experience. This position offers opportunities for professional growth and a collaborative work environment.

Benefits

Opportunities for professional growth

Dynamic and collaborative work environment

Exposure to diverse financial markets

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field; CFA preferred.
• Minimum of 3 years’ experience in financial analysis or investment management.
• Strong analytical skills with understanding of financial markets.

Responsibilities

• Conduct detailed financial analysis and market research.
• Develop and manage investment portfolios.
• Provide strategic recommendations based on market trends.

Skills

Analytical skills

Communication skills

Investment management

Financial analysis

Client relationship management

Education

Bachelor’s degree in Finance, Economics or related field

CFA preferred

Tools

Financial software

Job description

Job Description:

We are strengthening our capabilities in the area of fundamental analysis and portfolio management. To this end, we are expanding our Investment Solutions team to interested candidates with an appetite for analytic work and portfolio management work in a small buy-side setting of managed accounts.

Responsibilities:

• Conduct detailed financial analysis and market research to identify investment opportunities.
• Develop and manage investment portfolios, aligning them with client objectives and risk profiles.
• Provide strategic recommendations based on market trends and economic forecasts.
• Collaborate with the team to develop investment strategies and contribute to the firm's financial products.
• Regularly communicate with clients to update them on portfolio performance and market developments.
• Analyze financial data and investment opportunities.
• Manage client portfolios, ensuring compliance with both company and regulatory standards.
• Develop and maintain client relationships through excellent service and communication.
• Stay abreast of market trends to inform investment decisions.
• Contribute to the development of the firm's investment strategies and products.

Requirements:

• Bachelor’s degree in Finance, Economics, or a related field; a Master’s degree or CFA is preferred.
• Minimum of 3 years’ experience in financial analysis, investment management, or a related field.
• Strong analytical skills with a deep understanding of financial markets and investment products.
• Excellent communication and interpersonal skills, with the ability to present complex information clearly.
• Proven track record of managing investment portfolios and achieving financial objectives.
• Proficient in financial software and tools.
• Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.

What we offer:

• Opportunities for professional growth and development.
• A dynamic and collaborative work environment.
• Exposure to diverse financial markets and investment strategies.