Investment Advisory Analyst

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.