Investment Associate: Portfolio & Insurance Strategy

J.S.W; Singapore; On-site; SGD 39,000 - 73,000; Full time

Benefits offered by this job

Training & mentorship

Professional development

Performance bonuses

Health benefits

Job summary

J.S.W in Singapore seeks a junior investment analyst to assist in evaluating and managing portfolios across stocks, bonds, and insurance-linked products. You will support senior teams with market research, analytics, and client reporting.

This role offers comprehensive training and mentorship, with opportunities to pursue professional certifications. Strong Excel and presentation skills are valued, and ethical standards and confidentiality are essential for handling sensitive client information

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Basic understanding of investment principles, financial markets, and insurance products.
• Strong analytical and quantitative skills.
• Proficient in Microsoft Office (Excel, PowerPoint, Word).
• Good communication and interpersonal skills.
• Self-motivated with a keen interest in investment and insurance sectors.
• Prior internship or experience in financial services is a plus but not mandatory.

Responsibilities

• Assist in the evaluation and management of investment portfolios across various asset classes including stocks, bonds, and insurance-linked products.
• Conduct market research and financial analysis to identify investment opportunities and risks.
• Support senior associates and managers in preparing investment reports, presentations, and documentation for clients.
• Help in the development and recommendation of insurance products tailored to individual and corporate client needs.
• Liaise with clients to understand their financial goals and provide support in insurance portfolio reviews and investment planning.
• Monitor market trends, regulatory changes, and economic indicators impacting investments and insurance sectors.
• Participate in internal meetings and training programs to enhance product knowledge and investment skills.
• Ensure compliance with industry regulations and company policies in all investment and insurance activities.

Skills

Analytical skills

Quantitative skills

Communication skills

Self-motivation

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Excel

PowerPoint

Word

Job description

J.S.W in Singapore seeks a junior investment analyst to assist in evaluating and managing portfolios across stocks, bonds, and insurance-linked products. You will support senior teams with market research, analytics, and client reporting.

This role offers comprehensive training and mentorship, with opportunities to pursue professional certifications. Strong Excel and presentation skills are valued, and ethical standards and confidentiality are essential for handling sensitive client information