Portfolio Management Trainee

J.S.F; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a finance professional to conduct financial analysis, assist with portfolio management, and support client interactions. Ideal candidates will have strong analytical skills, a desire to learn, and the ability to work collaboratively. This role offers opportunities for personal and professional growth within the investment sector.

Qualifications

• Strong analytical and quantitative skills.
• Good communication and interpersonal skills for client interaction and relationship building.
• A desire to learn about financial markets and investments.
• Ability to work both independently and as part of a team.
• Attention to detail and organizational skills to manage reports and data.

Responsibilities

• Conduct financial analysis to track investment performance and evaluate risk.
• Assist in managing and monitoring investment portfolios.
• Research financial markets and investment funds.
• Support senior advisors in client meetings.
• Help prepare financial reports and summaries.
• Contribute to creating personalized investment solutions.
• Ensure compliance with internal guidelines and regulations.

Skills

Analytical skills

Communication skills

Interpersonal skills

Teamwork

Organizational skills

Job description

Core responsibilities

• Financial analysis: Conduct financial analysis to track investment performance, evaluate risk, and identify potential opportunities.
• Portfolio management: Assist in the management and monitoring of investment portfolios, including asset allocation and re-balancing.
• Market research: Research financial markets, industries, and investment funds (e.g., equities, bonds, ETFs) to inform investment strategies.
• Client interaction: Support senior advisors in client meetings, client presentations, and relationship management.
• Reporting and reporting: Help prepare financial reports, performance summaries, and market updates for clients and internal teams.
• Solution development: Contribute to the creation of personalized investment solutions, which may include wealth preservation, estate planning, and risk management.
• Compliance: Ensure all activities comply with internal guidelines and regulatory requirements.

Key skills and qualifications

• Strong analytical and quantitative skills.
• Good communication and interpersonal skills for client interaction and relationship building.
• A desire to learn about financial markets and investments.
• Ability to work both independently and as part of a team.
• Attention to detail and organizational skills to manage reports and data.