Investment Research Analyst Trainee

TAURUS WEALTH ADVISORS PTE. LTD.; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

TAURUS WEALTH ADVISORS PTE. LTD. invites applications for an Investment Analyst Trainee to join our team of Investment Counsellors (IC). The role offers growth within wealth management, focusing on investment counselling, research, and analytics.

You will learn to support business development, prepare market commentaries, investment ideas, and client-ready analyses while aligning with front-office activities. A strong ethics standard and eagerness to learn are essential.

Qualifications

• Degree in relevant field; CFA/CAIA progress preferred.
• Strong Excel and PowerPoint required; coding is a plus.
• Ethics and confidentiality essential.

Responsibilities

• Create pitch books, analyses, market commentaries, and webinar decks.
• Analyze investment information and prepare investment ideas & proposals.
• Draft client-ready research and portfolio recommendations.
• Maintain tools tracking performance of trades and models.
• Update marketing materials and performance stats for Funds.
• Monitor global markets and provide internal investment updates.
• Support IC Team in initiatives and client portfolio reviews.
• Advocate digitization to improve efficiency.

Skills

Interest in markets

Learning mindset

Communication skills

Ethics & confidentiality

Education

Degree in Banking/Business/Economics/Engineering/Finance/Mathematics

Tools

Excel

PowerPoint

Python

R

Job description

TAURUS WEALTH ADVISORS PTE. LTD. invites applications for an Investment Analyst Trainee to join our team of Investment Counsellors (IC). The role offers growth within wealth management, focusing on investment counselling, research, and analytics.

You will learn to support business development, prepare market commentaries, investment ideas, and client-ready analyses while aligning with front-office activities. A strong ethics standard and eagerness to learn are essential.