Job Description

Company Overview

Crossinvest (Asia) is a MAS-licensed Fund Management Company headquartered in Singapore since 2015 with 40-years of Swiss heritage. We provide private wealth management and family-office services globally, supported by an experienced international investment team.

Job Summary

Join Crossinvest (Asia) as an Intern supporting our Investment Team. Gain hands-on experience in trade execution, portfolio analysis, and investment strategy within a dynamic, Swiss-rooted asset and wealth management firm. Our Internships will run between 1-3 months, and successful candidates will be offered full time Portfolio Analyst positions.

Responsibilities

Prepare and analyze investment data to support decision-making in Investment meetings
Execute trades on client accounts accurately and provide operational support to ensure smooth transactions
Perform portfolio data reconciliations to maintain accuracy in portfolio management systems
Calculate performance attribution for client accounts to evaluate investment outcomes
Monitor investment performance of individual securities and their interactions within portfolios to manage correlations and control risk
Track market developments to inform Portfolio Managers in formulating effective investment strategies
Analyze financial statements and quantitative data to build financial models that identify relative value and construct positive risk-return profiles
Assist in preparing periodic investment reports and client portfolio reviews to communicate performance and insights

Preferred competencies and qualifications

Strong interpersonal, communication, and presentation skills with a cosmopolitan mindset
Proficiency in Microsoft Office, particularly Excel, and ability to quickly learn financial systems such as Bloomberg
Genuine interest in capital markets demonstrated through meticulous and entrepreneurial approach
Candidates studying for or having passed CFA Levels 1 & 2 or holding equivalent professional qualifications preferred
Minimum Bachelor's degree, preferably in economics, finance, accounting, or business

Other Information