Investment Product - Fund Research & Portfolio Solutions

grow with singlife; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Grow with Singlife is seeking a self-driven investment professional to join our dynamic product team in a fintech setting. You will engage in fund research, reporting and portfolio support across mutual funds and model portfolios.

The role emphasizes due diligence, performance analysis and cross-functional collaboration with compliance, legal, distribution and marketing to ensure high-quality investment product management.

Qualifications

• Minimum 5 years of experience in investment management or related financial services fields.
• Strong understanding of the mutual funds industry, fund structures and portfolio characteristics.
• Experience in fund reporting, performance analysis or investment review materials.
• Strong analytical skills to assess fund performance and portfolio positioning.
• Familiarity with Morningstar Direct or similar research platforms.
• Experience with fund research, due diligence and onboarding would be advantageous.

Responsibilities

• Conduct research and due diligence on mutual funds and other investment products.
• Prepare and review periodic fund review reports, performance reports and factsheets.
• Perform fund comparisons and peer analysis to support investment recommendations and fund selection.
• Use Morningstar and other platforms to run screenings, comparisons and portfolio analyses.
• Collaborate with Compliance, Legal, Distribution and Marketing to support product management.

Skills

Investment management

Asset management

Wealth management

Data analysis

Portfolio analysis

Education

Bachelor's degree in Finance / related field

Tools

Morningstar Direct

Job description

Grow with Singlife is seeking a self-driven investment professional to join our dynamic product team in a fintech setting. You will engage in fund research, reporting and portfolio support across mutual funds and model portfolios.

The role emphasizes due diligence, performance analysis and cross-functional collaboration with compliance, legal, distribution and marketing to ensure high-quality investment product management.