Role Overview
We are looking for a high-potential analyst to join our Wealth Management & Trading team. This role offers a unique blend of exposure to HNW client advisory, cross-asset trading strategies, data analytics, and business development. You will work directly with senior leadership to support portfolio management, generate new client leads, and build tools that enhance investment decision-making.
Experience: 1- 3 years
Key Responsibilities
Client Advisory & Portfolio Support
- Assist with onboarding of new HNW clients, ensuring smooth setup and compliance processes
- Support portfolio reviews and investment proposals across bonds, equities, ETFs, and options
- Track market developments, generate investment ideas, and support product structuring
Lead Generation & Business Development
- Help identify and pursue potential HNW client leads through research, referrals, and prospecting
- Support the organization of webinars, in-person events, and client education sessions to drive lead generation and engagement
- Collaborate on marketing content, pitchbooks, and investment narratives
Data Analytics & Tools Development
- Use Python to analyze financial data and market trends, with a focus on time series modeling and portfolio analytics
- Build and maintain internal dashboards and automation tools for trade and performance tracking
- Back-test strategies and support the development of investment models and structured ideas
Cross-Functional Coordination
- Liaise with operations, compliance, and technology teams to ensure a seamless client experience
- Participate in product innovation discussions and enhancements to our digital wealth platform
What Were Looking For
- 13 years of experience in wealth management, investment advisory, or trading
- Undergraduate or postgraduate degree in Finance, Economics, Quantitative Finance, or related fields
- Solid understanding of financial products, including bonds, equities, ETFs, and basic options
- Working knowledge of Python for financial/data analysis (e.g. pandas, NumPy, matplotlib)
- Familiarity with time series analysis and portfolio performance metrics
- Strong communication skills and a flair for client interaction and presentation
- A self-starter with a growth mindset, attention to detail, and ability to work in a fast-paced, high-performance environment
- Event planning or client engagement experience is a plus
