Investment trainee

J.S.F; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking a professional for financial analysis, portfolio management, and client interaction. The role involves conducting detailed financial research, assisting in portfolio management, and supporting deal origination. Candidates should possess a degree in finance or a related field and have strong analytical skills, proficiency in Excel, and excellent communication skills.

Qualifications

• A degree or diploma in finance, business, economics, accounting, or a related field is often required.
• Strong analytical skills and proficiency in financial modeling using Excel are essential.
• Excellent communication and interpersonal skills are highly valued.

Responsibilities

• Conduct in-depth financial analysis of assets and companies.
• Assist in managing and monitoring investment portfolios.
• Interact with clients to understand their financial goals.
• Support senior teams in identifying and screening new investment opportunities.

Skills

Financial modeling in Excel

Strong analytical skills

Excellent communication

Interpersonal skills

Education

Degree in finance, business, economics, accounting, or related field

Job description

Key Responsibilities

• Financial Analysis & Research: Conduct in-depth financial analysis of assets and companies, perform financial modeling using tools like Excel, and research various industries, market trends, and potential investment ideas.
• Portfolio Management: Assist in managing and monitoring investment portfolios, helping to rebalance client portfolios and providing regular updates.
• Client Interaction: Interact with clients to understand their financial goals, risk tolerance, and needs, and help develop tailored investment strategies and solutions.
• Deal Origination & Execution: Support senior teams in identifying and screening new investment opportunities, assisting with due diligence processes, and reviewing legal documentation.
• Reporting: Prepare financial reports, create presentations for clients, and draft investment committee memos.
• Compliance & Market Awareness: Stay informed about regulatory guidelines, company policies, and economic developments to ensure compliance and provide relevant market insights.
• Professional Development: Participate in training programs, gain exposure to investment scenarios, and collaborate with product specialists and research teams to enhance knowledge and skills.

Common Requirements

• Education: A degree or diploma in finance, business, economics, accounting, or a related field is often required.
• Skills: Strong analytical skills, proficiency in financial modeling (especially in Excel), excellent communication and interpersonal skills, and a high level of professionalism are essential.
• Personal Attributes: Self-driven, a positive attitude, a result-oriented mindset, and the ability to work both independently and as part of a team are highly valued.