Investment Portfolio Strategist

2 days ago


Singapore WHITE SOCIETY PTE. LTD. Full time
About the Role

We are seeking a skilled Investment Portfolio Strategist to join our team at WHITE SOCIETY PTE. LTD.

Job Description

As an Investment Portfolio Strategist, you will be responsible for conducting in-depth analysis of investment portfolios, assessing performance metrics and risk factors. You will utilize financial techniques to evaluate potential investment opportunities and stay abreast of financial market trends, economic indicators, and industry developments.

You will collaborate with clients to understand their financial goals, risk tolerance, and investment preferences, providing regular updates on portfolio performance and recommending adjustments based on client objectives. You will also assist in developing and implementing asset allocation strategies tailored to clients' investment objectives, monitoring and rebalancing portfolios to ensure alignment with strategic asset allocation targets.

In addition, you will conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions. You will prepare comprehensive reports outlining investment recommendations and associated risks, ensuring compliance with relevant financial regulations and internal policies.

Key responsibilities include:

  • Portfolio Analysis: Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.
  • Market Research: Stay abreast of financial market trends, economic indicators, and industry developments.
  • Client Interaction: Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.
  • Asset Allocation: Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.
  • Due Diligence: Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.
  • Regulatory Compliance: Ensure compliance with relevant financial regulations and internal policies.
Required Skills and Qualifications

To be successful in this role, you will need:

  • Bachelor's degree, Local Diploma, A Levels
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
Benefits

We offer a competitive salary package, including:

  • Average salary range SGD 80,000 - 120,000 per annum
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
How to Apply

If you are a motivated and experienced Investment Portfolio Strategist looking for a new challenge, please submit your application, including your resume and cover letter, to us.



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