Investment Analyst

FINANCIAL ALLIANCE PTE. LTD.

Date: 1 week ago
City: Singapore, Singapore
Salary: SGD 3,500 - SGD 5,000 / mo
Contract type: Full time

Job Scope

  • Meeting in-house consultants to market and promote various investment solutions
  • Build relationships with and attend meetings with product providers
  • Maintaining various in-house fact sheets and reports
  • Performs periodic in-house portfolio rebalancing
  • Update and upkeep data in our in-house software
  • Prepare reports meant for investment committee meeting
  • Take meeting notes as and when required
  • Other tasks assigned by the Director

Experience

  • Minimum 2-years with a Fund House, investment platforms, banks and FA firms doing investment related functions.
  • Familiar and comfortable using AI tools (e.g. Gemini, Claude etc)
  • Comfortable with Microsoft spreadsheet doing simple modelling and PowerPoint presentation.

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