Investment Executive

CORNERSTONE ADVISERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is looking for a candidate to support various financial tasks, including analysis, client portfolio management, and strategy development. The role requires strong attention to detail and excellent interpersonal skills to maintain client relationships.

Responsibilities

• Conduct financial analysis on various data.
• Assist in managing client investment portfolios.
• Develop financial models and reports.
• Maintain client relationships and handle queries.
• Support strategy development and evaluation.
• Perform investment-related administrative tasks.

Job description

Key Responsibilities

Responsibilities vary by employer but generally include:

• Financial Analysis: Conducting research on economic, political, and financial data, tracking investment performance, and evaluating risk.
• Portfolio Support: Assisting with the management and monitoring of client investment portfolios and implementing client-focused financial strategies.
• Research and Reporting: Developing financial models, assisting with due diligence, and preparing internal and client-facing reports, presentations, and marketing materials.
• Client Interaction: Maintaining client relationships, handling queries, and assisting with investment recommendations.
• Strategy Development: Supporting senior staff in the development and evaluation of investment strategies and business plans.
• Administrative Support: Performing various investment-related administrative tasks and troubleshooting activities.