Investment Analyst - ETF & Portfolio Analytics

PhillipCapital; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading investment firm in Singapore seeks an individual to assist the team by monitoring investments and optimizing portfolio frameworks. The ideal candidate possesses excellent academic qualifications, is passionate about investing, and has 0-3 years of relevant experience in asset management or related fields. Responsibilities include compiling performance data and supporting the development of new products in the ETF space. Competitive salary and opportunities for professional growth are available.

Qualifications

• Passion for investing shown through current pursuit of CFA program is advantageous.
• 0-3 years of experience in asset management or related fields.
• Familiarity with fund products, especially ETFs, is preferred.

Responsibilities

• Monitor existing investments for changes in fundamentals and market performance.
• Support investment process and optimize portfolio construction framework.
• Compile performance data and perform portfolio analysis.
• Prepare reporting documents monthly, quarterly, and annually.
• Support preparation for pitches for new investment mandates.
• Provide research and insights on ETF markets.

Skills

Interpersonal skills

Presentation skills

Written communication skills

Basic coding

AI adoption

RPA knowledge

Education

Excellent academic qualifications

Chartered Financial Analyst (CFA) program

Job description

A leading investment firm in Singapore seeks an individual to assist the team by monitoring investments and optimizing portfolio frameworks. The ideal candidate possesses excellent academic qualifications, is passionate about investing, and has 0-3 years of relevant experience in asset management or related fields. Responsibilities include compiling performance data and supporting the development of new products in the ETF space. Competitive salary and opportunities for professional growth are available.