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. Assist in the preparation of client review documents
. Support the DPM (Discretionary Portfolio Management) portfolio managers with proposal and pitchbook preparation
. Assist in the preparation of account opening and closure documentation
. Actively support the DPM team in the daily activities and tasks assigned
. Liaise and work closely with various internal stakeholders on DPM administrative matters
. Support the DPM team in their day-to-day management of the DPM mandates offered by the Bank, including pre & post trade monitoring of the transactions to ensure mandates or funds's adherence with the stated guidelines and the Bank's in-house investment policies
. Assist in ad-hoc projects UAT projects, admin and any work as assigned by supervisors
Interested candidates, please email your resume to [Confidential Information]
Anna See Sing Yee
CEI Reg R25157535
Recruit Express Pte Ltd
EA License No: 99C4599
We regret that only shortlisted candidates will be contacted
Job ID: 147159841
Skills:
chartered financial analyst , Erp, Microsoft Excel, Financial Analysis, Adaptability, Accounting, Process Improvement, Capital, Variance Analysis, Liability management, Financial Reporting, Excellent Communication Skills, Budgeting, Microsoft Powerpoint, Quarterly Revenue Growth, Decision Making
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