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Investment Analyst

financial alliance pte ltd
2-4 Years
Singapore
  • Posted 10 hours ago
  • Be among the first 10 applicants

Job Description

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.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

Job ID: 151814465

Last Updated: 31-07-2026 06:35:02 PM
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