Investment Advisory Analyst
- Posted: 12/03/2024
- Salary: -
- Location: Singapore, Singapore
- Job Type: Permanent
Investment Advisory Analyst
Location: Singapore
Experience Level: 2–5 years
Role Overview:
We are seeking an ambitious Investment Advisory Analyst to join a dynamic team in Singapore. This role involves supporting advisors in managing portfolios, conducting detailed investment research, and delivering strategic insights for High-Net-Worth (HNW) clients across Asia. With a clear pathway to an Advisor role within 1–3 years, this position is ideal for those seeking to advance their career in investment advisory.
Key Responsibilities:
- Portfolio Construction: Collaborate with advisors to create and optimize bespoke investment strategies tailored to client needs.
- Cash Flow Modeling: Conduct detailed financial modeling to support strategic portfolio decisions.
- Client Interaction: Support advisors during client meetings and address client inquiries as needed.
- Investment Research: Perform market analysis and research to identify opportunities across diverse asset classes, informing client strategies.
- Operational Support: Attend client meetings with advisors, prepare presentations, and ensure smooth execution of investment strategies.
What We’re Looking For:
- Education: Graduate from a top-tier university in Singapore with a degree in Economics, Finance, or Business.
- Qualifications: Progress toward the CFA designation (Level 1 or 2 completed preferred; charter not required).
- Experience: 2–5 years in portfolio management, investment advisory, or a related field.
- Skills:
- Strong financial modeling and analytical capabilities.
- Excellent communication skills to support client-facing interactions.
- Ability to collaborate in a fast-paced, high-performance environment.
- Attributes:
- Meticulous attention to detail.
- A proactive mindset with a passion for investment management.
- Regional knowledge and an interest in Asia’s financial markets.
What We Offer:
- Career progression to an Advisor role within 1–3 years.
- Opportunity to work with leading HNW clients across Asia.
- Collaborative and growth-focused culture in a world-class investment environment.