Portfolio Strategy & Client Reporting Associate

Keppel Corporation; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading investment firm in Singapore is seeking a motivated individual to support portfolio management, client relationship handling, and asset management. Responsibilities include assisting in strategy development and delivering client presentations. Ideal candidates have a degree in Business or Finance and 2-3 years of relevant experience. Strong analytical, communication, and teamwork skills are essential. Proficiency in Excel and Power BI is preferred.

Qualifications

• 2 to 3 years of relevant experience in Business or Finance.
• Ability to develop and present client reports and presentations.
• Experience in monitoring financial performance and strategic plans.

Responsibilities

• Assist in developing and implementing Trust strategies.
• Prepare for regular reviews of Trust strategy and performance.
• Develop messaging for client reports and perform presentations.

Skills

Analytical skills

Communication skills

Team player

Attention to detail

Curiosity and proactivity

Education

Degree in Business, Finance or equivalent

Tools

Excel

PowerPoint

Outlook

Power BI

Teams/SharePoint

Argus

Yardi

MRI

Job description

A leading investment firm in Singapore is seeking a motivated individual to support portfolio management, client relationship handling, and asset management. Responsibilities include assisting in strategy development and delivering client presentations. Ideal candidates have a degree in Business or Finance and 2-3 years of relevant experience. Strong analytical, communication, and teamwork skills are essential. Proficiency in Excel and Power BI is preferred.