Research Analyst/Assistant Portfolio Manager

1 month ago


Singapore eFinancialCareers Full time
Job Title: Research Analyst/Assistant Portfolio Manager

Location: Singapore

Department: Invest - Equity

Reporting to: Portfolio Manager - Equities

Job Summary

We are seeking a highly motivated and detail-oriented Research Analyst/Assistant Portfolio Manager to join our team at eFinancialCareers. As a key member of our investment team, you will be responsible for analyzing and recommending companies for investment, preparing investment notes, and tracking companies and industries.

Key Responsibilities
  • Analyze and recommend companies for investment from assigned industries and other investable companies.
  • Prepare investment notes on companies and track companies and industries.
  • Understand companies' positioning, business potential, and possible threats for investment ideas and buy/sell decisions.
  • Identify good businesses/companies eligible for re-rating.
  • Communicate investment philosophy and match investor expectations by beating the market.
  • Manage the portfolio under the guidance of the Portfolio Manager where necessary.
  • Ensure adherence to investment policies.
  • Implement trades on a regular basis as per portfolio requirements using the system.
  • Assist in answering investor queries related to the portfolio/Macro.
  • Prepare investor reporting material as required for different funds (Monthly, Quarterly, and ad-hoc).
  • Prepare internal presentations for fund discussions.
Requirements
  • Bachelor's degree in accounting, banking, or finance-related field.
  • Ideal 1 year of experience in fund administration, audit, or similar role.
  • Intermediate to advanced proficiency in Microsoft Office (Excel, VBA, Word, Outlook).
  • Understanding of securities such as equities, bonds, forwards, futures, options preferred.
  • Ability to work well independently and within a team framework.
  • Enthusiasm and eagerness to learn, self-starter.
  • Strong work ethic with a positive attitude.
  • Able to work under pressure with minimal supervision to meet deadlines.
  • Possess strong verbal and written communication skills.


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