Equity Specialist

1 week ago


Singapore BEARING SEARCH PTE. LTD. Full time

Role Summary
To support the the Equity Portfolio Manager in managing the Private Banking Equity product advisory platform. The role also encompasses advisory to Client Advisors with executable product ideas to drive revenue.

Key Responsibilities
Product advisory

  • Package route to market executable ideas with inputs from research, industry intelligence and ground feedback and current portfolios
  • Drive Investment themes and product focus, giving colour and depth to the investment portfolios. Provide the front office staff with actionable focus to manoeuvre the markets, with supporting research data.
  • Provide solutions for clients' Equity requests
Product Platform

  • Ensure full compliance with regulatory requirements and company's product development and management policies
  • Ensure end to end platform readiness and robustness for product sale.
  • Manage internal relationships with key enablement partners and stakeholders
  • Ensure all products are reflected correctly in the banks' portfolios
  • Support development of MIS and post transaction reporting to ensure regulatory compliance and support investment and product performance monitoring
  • Work with team members & stakeholders to ensure adequate coverage at all times
Sales

  • Provide Investment Advisors and Client Advisors with trading ideas, market information and sales tools
  • Provide input on Equity for internal and external publications
  • Develop marketing materials
  • Making timely actionable calls in relation to markets and books, to help front office manage clients.

KEY COMPETENCIES:

  • Detailed knowledge of analysis and markets, with strong technical capabilities in equity analysis.
  • Experience in Equity sales, advisory and managing Equity platforms
  • End to end knowledge of product life cycle
  • Understanding of Financial Markets and key investment concepts
  • Understanding of portfolio construction and Risk Management concepts
  • Excellent presentation and communication skills
  • Team player and goal orientated

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