Crossinvest (Asia), an Independent Asset & Wealth Management company, is seeking to a hire a full-time multi-asset class Portfolio Analyst (Discretionary Portfolio Management) to join our Investment Team and support our Senior Portfolio Managers for our Singapore office. We are a dynamic and growing IAM with 40 years of Swiss heritage.

Primary Responsibilities

• Assist in portfolio construction across asset classes including equities, fixed income, commodities and alternatives
• Work with the Senior Portfolio Managers to construct and manage multi-asset discretionary portfolios
• Follow financial market developments to independently formulate investment strategies
• Conduct macroeconomic analysis to establish risk reward profiles of different asset classes to improve Sharpe ratios
• Conduct investment (stock, bond, funds etc) research and liaise with external parties (including banks, fund managers, research houses) to obtain, filter, analyse, and write analytical reports & recommendations
• Responsible for portfolio implementation on models as well as on individual client accounts
• Conduct (compute, reconcile, monitor) trade order generations & executions on client accounts and provide operational support
• Monitor investment performance and compute portfolio position contributions and attributions
• Prepare daily and weekly market summary & outlook publications
• Prepare periodic investment reports to check for alignments or breaks with investment thesis
• Prepare client portfolio review presentations
• Actively prepare and attend relevant Board and IC meetings update on relevant industry trends / reports / databases relevant to the existing and potential investments

Requirements

• Singapore citizen or PR only
• Fresh graduates and candidates with 0-2 years of work experience but fulfills the other requirements are welcome
• Robust technical skills with critical thinking abilities
• Meticulous, entrepreneurial and able to demonstrate genuine interest in capital markets
• Strong interpersonal, communication and presentation skills with a cosmopolitan mindset
• Proficiency in Bloomberg and Microsoft Office, or fast learner of systems
• Minimum Bachelor's degree, preferably in economics, finance, accounting or business
• Candidates who have passed Levels 1, 2 and 3 of the CFA curriculum or equivalent professional qualifications preferred
• This role requires daily on-site office attendances (no regular WFH options)