Investment Associate

J.S.F; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A financial services firm in Singapore is seeking a Financial Analyst. Responsibilities include conducting financial analysis, managing investment portfolios, and supporting client interactions. Ideal candidates possess strong analytical skills and a willingness to learn about financial markets. Attention to detail and the ability to work both independently and on a team are essential. Competitive remuneration is provided.

Responsibilities

• Conduct financial analysis to track investment performance.
• Assist in the management of investment portfolios.
• Research financial markets to inform investment strategies.
• Support senior advisors in client interactions.
• Help prepare financial reports and performance summaries.
• Contribute to the creation of personalized investment solutions.
• Ensure compliance with internal guidelines and regulatory requirements.

Skills

Strong analytical and quantitative skills

Good communication and interpersonal skills

Desire to learn about financial markets and investments

Ability to work both independently and as part of a team

Attention to detail and organizational skills

Job description

Core responsibilities

• Financial analysis: Conduct financial analysis to track investment performance, evaluate risk, and identify potential opportunities.
• Portfolio management: Assist in the management and monitoring of investment portfolios, including asset allocation and re-balancing.
• Market research: Research financial markets, industries, and investment funds (e.g., equities, bonds, ETFs) to inform investment strategies.
• Client interaction: Support senior advisors in client meetings, client presentations, and relationship management.
• Reporting and reporting: Help prepare financial reports, performance summaries, and market updates for clients and internal teams.
• Solution development: Contribute to the creation of personalized investment solutions, which may include wealth preservation, estate planning, and risk management.
• Compliance: Ensure all activities comply with internal guidelines and regulatory requirements.

Key skills and qualifications

• Strong analytical and quantitative skills.
• Good communication and interpersonal skills for client interaction and relationship building.
• A desire to learn about financial markets and investments.
• Ability to work both independently and as part of a team.
• Attention to detail and organizational skills to manage reports and data.