Investment & Funds Analyst: Data-Driven Portfolio & Automation

TELUS HOLDINGS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced Investment & Funds Analyst to assist in portfolio management and performance analysis. The ideal candidate will possess strong skills in Excel, VBA, and Python, and have a bachelor's degree in a related field along with 3-5 years of relevant experience. Proficiency in Mandarin is required for communication with Chinese stakeholders, making this a unique opportunity to impact investment strategy within a diverse team.

Qualifications

• 3-5 years of relevant experience in finance, accounting, treasury, or investment operations.
• Experience with portfolio management or banking environments is advantageous.
• Good understanding of financial markets and investment principles.

Responsibilities

• Manage investment functions, ensuring accuracy and timeliness of financial data.
• Maintain portfolio reports including performance summaries and holdings analysis.
• Conduct investment performance evaluations and manage cash flow operations.

Skills

Microsoft Excel proficiency

VBA knowledge

Python programming

Detail-oriented

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, Economics, Data Analytics

Tools

Investment tracking systems

Financial software

Data visualization tools

Job description

A financial services company in Singapore is seeking an experienced Investment & Funds Analyst to assist in portfolio management and performance analysis. The ideal candidate will possess strong skills in Excel, VBA, and Python, and have a bachelor's degree in a related field along with 3-5 years of relevant experience. Proficiency in Mandarin is required for communication with Chinese stakeholders, making this a unique opportunity to impact investment strategy within a diverse team.