Junior Investment Analyst: Research & Portfolio Support

JAC RECRUITMENT PTE. LTD.

Singapore

On-site

SGD 60,000 - 100,000

Full time

14 days+

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Job summary

JAC RECRUITMENT PTE. LTD. supports an independent investment management firm in Singapore recruiting an Investment Analyst to assist portfolio managers with discretionary portfolios and multi-manager strategies.

You will conduct fund and manager research, perform due diligence, produce performance analyses and client updates, and contribute to market commentary and investment communications.

Qualifications

Bachelor's degree in finance, economics, or related field; CFA anticipated is valued.
Minimum 3 years in investment analysis or fund/fund research.
Excellent Excel skills; VBA programming ability is advantageous.
Ability to translate complex data into actionable insights.
Strong writing and presentation skills for client communications.

Responsibilities

Conduct fund and manager due diligence, including quantitative and qualitative analysis.
Support portfolio managers with asset allocation reviews and risk monitoring.
Prepare portfolio reviews, performance reports, and client updates.
Create pitches, factsheets, and investment presentations for clients and partners.
Develop and improve research tools, databases, and reporting templates.

Skills

Excel

Investment analysis

Portfolio research

Communication

Data synthesis

Attention to detail

Presentation skills

VBA

Education

Bachelor's degree in finance/economics/related field

CFA designation (or progress toward it)

Job description

You will conduct fund and manager research, perform due diligence, produce performance analyses and client updates, and contribute to market commentary and investment communications.

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