Investment Analyst - Portfolio & Data Insights

DIRECT SEARCH ASIA PTE. LTD.; Singapore; On-site; SGD 44,640 - 78,120; Full time

Job summary

DIRECT SEARCH ASIA PTE. LTD. is seeking candidates with solid experience in investment houses and related institutions.

The role involves meeting with in-house consultants to market investment solutions, building relations with providers, and maintaining internal reports. You will also rebalance portfolios, update data in proprietary software, and prepare investment committee reports. Applicants should be proficient with AI tools such as Gemini or Claude, comfortable with basic financial

Qualifications

• Minimum 2 years with a Fund House, investment platforms, banks and FA firms doing investment related functions.
• Familiar and comfortable using AI tools (e.g. Gemini, Claude etc)
• Comfortable with Microsoft spreadsheet doing simple modelling and PowerPoint presentation.

Responsibilities

• Meeting in-house consultants to market and promote various investment solutions
• Build relationships with and attend meetings with product providers
• Maintaining various in-house fact sheets and reports
• Performs periodic in-house portfolio rebalancing
• Update and upkeep data in our in-house software
• Prepare reports meant for investment committee meeting
• Take meeting notes as and when required
• Other tasks assigned by the Director

Skills

Investment industry experience

AI tools familiarity

MS Excel and PowerPoint

Tools

Microsoft Excel

PowerPoint

Job description

DIRECT SEARCH ASIA PTE. LTD. is seeking candidates with solid experience in investment houses and related institutions.

The role involves meeting with in-house consultants to market investment solutions, building relations with providers, and maintaining internal reports. You will also rebalance portfolios, update data in proprietary software, and prepare investment committee reports. Applicants should be proficient with AI tools such as Gemini or Claude, comfortable with basic financial