Core Responsibilities
- Financial Analysis and Reporting: Assisting in the preparation of financial statements, reports, and budgets. This includes conducting analyses to provide insights into the organization's financial health and performance.
- Investment Support: Performing research on investment products, markets, and trends to provide informed recommendations.
- Portfolio Administration/Monitoring: Gaining exposure to investment processes, assisting with portfolio monitoring, and supporting fund operations.
- Cash Flow Management: Monitoring and managing cash flow to ensure funds are available when needed.
- Compliance: Ensuring adherence to financial policies, regulations, and legal requirements.
- Collaboration: Working with other departments to resolve financial issues and ensure accurate and timely financial information.
- Client Interaction (if in advisory/client-facing role): Providing guidance and support to clients, helping them select suitable investment products, and assisting in the acquisition and retention of clients.
Key Skills and Qualifications
- Education: A diploma or bachelor's degree in finance, economics, accounting, or a related field is typically required.
- Analytical Skills: Strong ability to analyze financial data and market trends.
- Communication: Excellent interpersonal and communication skills for collaborating with colleagues and, potentially, clients.
- Attention to Detail: Essential for accurate financial reporting and compliance.
- Proactiveness: A dynamic environment requires a proactive approach to supporting portfolio management and other tasks.
- Regulatory Knowledge: Understanding and complying with regulatory requirements, such as those set by the Monetary Authority of Singapore (MAS), is crucial.
Career Path
This role is often an entry-level position that offers a broad exposure to finance and investment activities. It can serve as a stepping stone to more specialized roles such as:
- Investment Analyst
- Financial Manager
- Portfolio Manager
- Corporate Finance Associate
