Investment Analyst, Portfolio Management

St. James's Place Wealth Management; Singapore; Sur place; SGD 65 000 - 95 000; Plein temps

Résumé du poste

St. James's Place Wealth Management in Singapore is seeking a dedicated investment professional to support the AME portfolio management proposition. You will contribute to portfolio analysis, data management, reporting and fund research to inform client outcomes.

The role requires strong Excel/PowerPoint, experience with investment platforms, and progress towards the CFA program. You will collaborate across teams to drive improvements in processes and analytics while maintaining high data

Qualifications

• Experience supporting portfolio management, investment research or investment consulting activities.
• Exposure to multi-asset portfolios, mutual funds or ETF research.
• Experience preparing investment presentations, portfolio reviews or client-facing materials.
• Familiarity with investment performance, risk and attribution concepts.
• Experience with large datasets and applying technology to investment processes.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Experience using investment research platforms such as Bloomberg, Morningstar, FE Analytics or similar tools.
• Progress towards CFA qualification would be advantageous, with a plan to complete.

Responsabilités

• Maintaining portfolio and investment data.
• Producing analytical insights and management information.
• Supporting asset allocation and manager research activities.
• Identifying and escalating risks.
• Driving continuous improvements to investment systems, workflows and reporting.

Connaissances

Portfolio analysis

Data analysis

Investment research

Excel

PowerPoint

Investment platforms

Communication

Formation

CFA Level I in progress

Outils

Bloomberg

Morningstar

FE Analytics

Description du poste

Main Purpose of Job:

Support the delivery of the Asia & Middle East (AME) investment proposition by contributing to portfolio management, investment analysis, reporting, fund research and operational processes.

Key Responsibilities ofthe Job:

The role is responsible for:

• Maintaining portfolio and investment data
• Producing analytical insights and management information
• Supporting asset allocation and manager research activities
• Identifying and escalating risks
• Driving continuous improvements to investment systems, workflows and reporting

Culture and Values:

• Have a clear understanding of SJP cultureand values and champion these in your role.

Job Functional Knowledge:

• Experience supporting portfolio management, investment research or investment consulting activities.
• Exposure to multi-asset portfolios, mutual funds or ETF research.
• Experience preparing investment presentations, portfolio reviews or client-facing investment materials.
• Familiarity with investment performance, risk and attribution concepts.
• Experience working with large datasets and applying technology to improve investment processes.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Experience using investment research platforms such as Bloomberg, Morningstar, FE Analytics or similar tools.
• Ability to analyze financial and market data and draw meaningful investment conclusions.
• Progress towards the CFA Programme (Level I completed or actively pursuing) would be advantageous, with an expectation to work towards completion of the qualification

Business Expertise:

• Possesses a solid understanding of the team's role within the Asia Investment Division and how portfolio management, research and reporting activities contribute to client outcomes and business success.
• Maintains awareness of industry trends, financial markets, investment managers, regulatory developments and competitor offerings, using this knowledge to support investment analysis, portfolio reviews and process improvements.
• Builds effective working relationships with internal and external stakeholders and applies commercial awareness to deliver value to clients and the business.

Problem Solving:

• Strong analytical skills.
• Ability to manage multiple tasks effectively while maintaining high-quality standards.
• Ability to highlight key considerations and risks in portfolios through ongoing monitoring.
• Ability to work both independently and with different teams and demonstrate innovation in generating investment communication ideas.

Nature and Scope of Impact:

• The reporting and monitoring of the SJP AME investment proposition is fundamental in delivering a successful investment outcome for our clients.
• This role contributes directly to portfolio oversight, investment research, portfolio analytics and the ongoing enhancement of the AME investment proposition, supporting client outcomes and the growth and retention of Funds Under Management.

Interpersonal Skills:

• Strong interpersonal, communication and presentation skills to facilitate collaboration among diverse teams.

• Confidence and proficiency in communicating clearly and effectively with various stakeholders (internal and external) on a daily basis; keeping in mind the complexities of certain information and the influence the exchange will have on the receiving party.