Research Analyst/Assistant Portfolio Manager
1 month ago
Location: Singapore
Department: Invest - Equity
Reporting to: Portfolio Manager - Equities
Job SummaryWe 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.
- 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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