Company Description
Founded in 2020, Continuum Alpha Pte. Ltd. is an independent asset management firm based in Singapore. Regulated by the Monetary Authority of Singapore, the firm holds a Capital Markets Services License under the Singapore Securities and Futures Act. Continuum Alpha provides investment management and family solutions to qualified global accredited private clients and family offices. The firm partners with best-in-class service providers to offer independent advice and tailored financial solutions to meet clients needs.
Role Description
Responsible for providing investment analysis and trade monitoring throughout the lifecycle of an investment and delivering superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to clients and the internal team.
Key Responsibilities
- Conduct client onboarding, account opening, due diligence and monitoring activities
- Perform investment operations such as trade placement, pricing of structured products, monitoring of margin and cash-loan management
- Manage client order placements, monitoring and record keeping
- Ensure funding availability for trade settlements and accurate pricing of products
- Perform analysis of investment products, including equities, fixed income, mutual funds, alternative investments, FX and structured products
- Develop and maintain financial models to evaluate the performance and risks of investment portfolios
- Monitor market trends, economic indicators, and regulatory changes to inform investment strategies
- Assist in the development of asset allocation strategies tailored to individual client needs and risk profiles
- Collaborate with the investment team to identify potential investment opportunities and assess their alignment with client objectives
- Prepare in-depth reports and presentations for clients and internal stakeholders to communicate investment performance and recommendations
- Assist with preparing documentation for client meetings, business trips, investment proposals
- Participate in client meetings to present findings and investment strategies, providing insights into market conditions and portfolio performance
Requirements
- 3-5 years of experience in wealth management, investment analysis, asset management, or a related financial role.
- Strong analytical and quantitative skills with a solid understanding of financial markets and investment products.
- Experience in SOW / SOF due diligence and profiling
- Outstanding verbal and written communication skills
- Proficiency in financial modeling and analysis tools (e.g., Excel, Bloomberg).
- Fluency in Mandarin to cover North Asia/Greater China client segments
- CFA or progress toward CFA designation is highly desirable.
- Excel / Python and relevant coding skills will be a plus
