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Investment Operation Manager

4 months ago

Singapore CHAINUP PTE. LTD. Full time

Responsibilities:

  • Sales support:
In-depth understanding of product and business, participate in external presentations and internal training, assist in the production of related product brochures, research reports and internal training documents;
Assist in the discovery of potential customers, providing support to the sales team and customers during the sales process;

Cooperate with legal and compliance team in reviewing customer KYC and contracts, archive relevant documents properly;
Participate in sales performance management and assist in the settlement of sales rebates.

  • Customer service:
Review and send customer reports, maintain customer information and customer notification templates in the system;

Daily answer customers' questions in customer groups in a timely manner, and regularly promote company's investing strategies and new products to potential customers and existing customers with potential purchase needs.


  • Project(business) management


Participate in data verification, settlement, analysis, and reporting during the project operation period and completion period; comply with internal management rules and external compliance, auditing and other requirements.


  • Other Postinvestment functions:
Participate in teamwork regarding financial management, fund management, risk assessment and control and other ad-hoc work.

Qualifications:

  • Bachelor's degree in finance, accounting, or related field
  • Minimum of 2 years of experience in financial analysis or related field
  • Have accounting and fund management knowledge
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Excel and other financial analysis software
  • Ability to work independently and as part of a team