Investment Analyst (PCM)

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

Responsibilities

Assisting the senior members of the team, you will be responsible for:

• Monitoring of existing investments: changes in fundamentals, and market performance
• Supporting the investment process and helping to develop and optimize portfolio construction framework
• Compiling performance data and performing portfolio analysis and benchmarking
• Preparing monthly, quarterly and annual internal and external reporting documents
• Will also be required to help support preparation for pitches for new investment mandates
• As part of support for our firm’s range of ETF products, you may also be required to provide ongoing research and insights on ETF markets, and compile performance data and reports for routine reporting. You would have the chance to help develop new products in this space.

Qualifications

• Excellent academic qualifications in any discipline and passion for investing. Interest in the investing discipline expressed through current pursuit of programs such as the Chartered Financial Analyst (CFA) program would be favourably viewed.
• 0-3 years of working experience in asset management, corporate/business development, investment banking, auditing, corporate finance, consulting, operational and/or other related backgrounds.
• Familiarity and experience with fund products, in particular ETFs, would be an advantage.
• High level of interpersonal, presentation and written communication skills.
• Ability to work well within diverse teams and collaborate across multiple stakeholders.
• Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.