Investment Analyst (Junior, 2y-3y)

JAC RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

JAC RECRUITMENT PTE. LTD. supports an independent investment management firm in Singapore recruiting an Investment Analyst to assist portfolio managers with discretionary portfolios and multi-manager strategies.

You will conduct fund and manager research, perform due diligence, produce performance analyses and client updates, and contribute to market commentary and investment communications.

Qualifications

• Bachelor's degree in finance, economics, or related field; CFA anticipated is valued.
• Minimum 3 years in investment analysis or fund/fund research.
• Excellent Excel skills; VBA programming ability is advantageous.
• Ability to translate complex data into actionable insights.
• Strong writing and presentation skills for client communications.

Responsibilities

• Conduct fund and manager due diligence, including quantitative and qualitative analysis.
• Support portfolio managers with asset allocation reviews and risk monitoring.
• Prepare portfolio reviews, performance reports, and client updates.
• Create pitches, factsheets, and investment presentations for clients and partners.
• Develop and improve research tools, databases, and reporting templates.

Skills

Excel

Investment analysis

Portfolio research

Communication

Data synthesis

Attention to detail

Presentation skills

VBA

Education

Bachelor's degree in finance/economics/related field

CFA designation (or progress toward it)

Job description

Role Overview

Our client is an independent investment management firm focused on delivering disciplined, research-driven investment solutions for institutional and private clients. We leverage rigorous manager selection, portfolio construction, and risk management processes to build diversified portfolios across global asset classes.

We are seeking a highly motivated and intellectually curious Investment Analyst to support the firm's portfolio managers in the oversight and management of discretionary portfolios and multi-manager investment strategies. The successful candidate will play a key role in manager research, investment due diligence, portfolio analysis, client reporting, and investment communications.

Key Responsibilities

Fund Research & Due Diligence

• Conduct quantitative and qualitative analysis of mutual funds, ETFs, alternative investment strategies, and external investment managers.
• Perform initial and ongoing due diligence on investment managers, including evaluation of:
• Participate in manager meetings, conference calls, and due diligence reviews.
• Monitor approved investment managers and identify material developments that may impact investment recommendations.
• Prepare investment research reports and manager review memorandums for the investment committee and portfolio managers.
• Maintain internal manager databases, research files, and due diligence records.

Portfolio Analytics & Investment Support

• Support portfolio managers with tactical and strategic asset allocation reviews.
• Conduct portfolio and market analysis to identify investment risks and opportunities.
• Monitor portfolio exposures, performance, and compliance with investment guidelines.
• Analyse portfolio performance across sectors, asset classes, regions, and investment managers.
• Assist in evaluating fund switches, portfolio rebalancing opportunities, and new investment recommendations.
• Support the development of investment themes and market insights through ongoing macroeconomic and market research.
• Track key market developments, economic indicators, central bank actions, and industry trends relevant to portfolio positioning.

Investment Reporting

• Prepare periodic portfolio reviews, performance reports, and investment updates for clients and internal stakeholders.
• Generate portfolio analytics, attribution reports, and benchmarking analysis.
• Ensure investment data accuracy and consistency across reporting systems.
• Maintain performance databases and support reporting automation initiatives where appropriate.

Client & Distribution Support

• Work closely with portfolio managers to support client meetings, distributor engagements, and investment presentations.
• Assist in responding to client and consultant requests, including portfolio information, manager updates, and market commentary.
• Prepare and maintain: Pitch books, Factsheets, Investment presentations, Quarterly investment commentaries, Product and portfolio update materials
• Translate complex investment concepts into clear and actionable messages suitable for clients and distribution partners.

Investment Process & Operational Support

• Support investment committee meetings through preparation of research materials and meeting documentation.
• Contribute to the enhancement of investment research frameworks, portfolio monitoring tools, and reporting processes.
• Work closely with operations, compliance, and external service providers to ensure accurate implementation and monitoring of investment strategies.
• Assist in the development and automation of analytical tools, databases, and reporting templates.

Required Skills and Qualifications

• Bachelor's degree in finance, economics, or a related field preferable; CFA designation (or progress toward it) is highly regarded.
• Minimum 3 years of relevant experience in investment analysis, portfolio or fund research, or a similar investment role.
• Excellent Excel skills required; VBA or equivalent programming capability is advantageous.
• Ability to synthesize complex data into actionable investment insights.
• Strong writing skills for crafting clear and persuasive research reports and client communications.
• Clear communicator / presenter capable of representing the investment team with professionalism and clarity.

Personal Attributes

• Highly analytical with strong attention to detail.
• Naturally curious with a passion for investing and financial markets.
• Independent thinker capable of forming and articulating investment views backed by evidence.
• Strong organisational skills and ability to manage multiple priorities under tight timelines.
• Collaborative team player who thrives in a dynamic investment environment.
• Committed to maintaining professional integrity, objectivity, and high research standards.
• Proactive self-starter with a continuous learning mindset.

Only selected/shortlisted candidates will be contacted.