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Investment Management Associate
EA License No.: 201407842C
8 days ago
Posted date
8 days ago

Responsibilities:

1. Portfolio Analysis:
   - Conduct in-depth analysis of investment portfolios and risk factors.
   - Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:
   - Stay abreast of financial market trends, economic indicators, and industry developments.
   - Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:
   - Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.
   - Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:
   - Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.
   - Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:
   - Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.
   
6. Regulatory Compliance:
   - Ensure compliance with relevant financial regulations and internal policies.
   - Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:
   - Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.
   - Make recommendations for optimizing portfolio performance.

8. Relationship Management:
   - Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

9. Technology Utilization:
   - Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:
    - Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.
    - Pursue relevant certifications to enhance knowledge and credibility in the field.

 

Qualifications:

- Bachelor's degree, Local Diploma
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.

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JOB SUMMARY
Investment Management Associate
Singapore
8 days ago
Entry / Junior
Full-time