Investment Analyst - Mutual Funds

Selby Jennings; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Selby Jennings in Singapore seeks an Investment Analyst to work with senior investment professionals in fund research, manager due diligence, portfolio analysis, and client-facing support.

You will conduct fund research, evaluate fund selections, support portfolio managers, and prepare updates and materials for clients and distribution partners.

Qualifications

• Minimum 3 years of experience in investment analysis, fund research, portfolio construction, or a related investment role.
• Prior mutual fund/ unit trust/ fund of funds (FoF) experience is required.
• Strong understanding of fund selection, manager research, and portfolio management concepts.
• Excellent Excel skills; VBA or programming experience is advantageous.
• Strong analytical, writing, and presentation skills.

Responsibilities

• Conduct fund research, manager due diligence, and ongoing monitoring of investment strategies.
• Evaluate and recommend fund selections, asset allocation changes, and fund switches.
• Support portfolio managers with investment research and actionable portfolio insights.
• Prepare investment updates, presentations, factsheets, and portfolio review materials for clients and distribution partners.
• Liaise with external fund managers and support investment-related client communications.

Skills

Analytical skills

Writing skills

Presentation skills

Excel skills

VBA programming

Tools

Excel

VBA

Job description

We are currently working with an investment management firm, and they are looking for an Investment Analyst to join their team in Singapore.

This role will work closely with senior investment professionals in conducting fund research, manager due diligence, portfolio analysis, and providing client-facing investment support.

Key Responsibilities:

• Conduct fund research, manager due diligence, and ongoing monitoring of investment strategies.
• Evaluate and recommend fund selections, asset allocation changes, and fund switches.
• Support portfolio managers with investment research and actionable portfolio insights.
• Prepare investment updates, presentations, factsheets, and portfolio review materials for clients and distribution partners.
• Liaise with external fund managers and support investment-related client communications.

Qualifications:

• Minimum 3 years of experience in investment analysis, fund research, portfolio construction, or a related investment role.
• Prior mutual fund/ unit trust/ fund of funds (FoF) experience is required.
• Strong understanding of fund selection, manager research, and portfolio management concepts.
• Excellent Excel skills; VBA or programming experience is advantageous.
• Strong analytical, writing, and presentation skills.