Senior Fund Research Analyst - AME Portfolio Management
St. James's Place Wealth Management
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Job summary
St. James's Place Wealth Management in Singapore seeks an experienced investment research professional to lead fund research, conduct manager due diligence, and maintain the Asia & Middle East fund whitelist, delivering evidence-based recommendations that support the AME investment proposition.
You will collaborate with external fund managers and research providers, monitor macroeconomic trends, and develop robust investment research processes to enhance portfolio positioning and client
Qualifications
- Experience in investment research, fund due diligence, manager selection or investment consulting activities.
- Experience preparing investment presentations, portfolio reviews or client-facing investment materials.
- Experience with investment performance, risk and attribution concepts.
- Experience with large datasets and applying technology to improve investment processes.
- Proficiency in Excel and PowerPoint; knowledge of Python, VBA or Power BI is advantageous.
- Progress towards CFA programme with Level II completed or pursued.
Responsibilities
- Contribute to fund research and manager due diligence processes.
- Maintain the AME fund buy-list (whitelist).
- Coordinate periodic whitelist reviews and governance documentation.
- Lead investment analysis supporting partner inquiries.
- Develop relationships with external fund managers and research providers.
- Monitor macroeconomic developments and assess implications for fund recommendations.
- Develop and enhance investment research processes.
Skills
Education
Tools
Job description
St. James's Place Wealth Management in Singapore seeks an experienced investment research professional to lead fund research, conduct manager due diligence, and maintain the Asia & Middle East fund whitelist, delivering evidence-based recommendations that support the AME investment proposition.
You will collaborate with external fund managers and research providers, monitor macroeconomic trends, and develop robust investment research processes to enhance portfolio positioning and client
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