Financial Portfolio Specialist

6 days ago


Singapore beBeeInvestment Full time $40,000 - $80,000
Financial Career Development Opportunities

About the Role:

This position involves supporting financial assessments, portfolio management, and research to help clients achieve their investment goals.

Main Responsibilities:

  • Financial Analysis: Assist in analyzing financial assets, tracking investment performance, and assessing risk.
  • Portfolio Management: Help manage and monitor investment portfolios, providing support for clients' investment strategies.
  • Research and Reporting: Conduct research on specific industries, develop financial models, and assist with preparing financial reports.
  • Client Interaction: Interact with clients, provide investment recommendations, and assist with client events.
  • Professional Growth: Participate in training programs, gain exposure to investment scenarios, and develop skills in financial analysis and portfolio management.

Required Expertise:

  • Strong analytical and numerical skills.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure, meet deadlines, and multi-task.
  • Proficiency in financial modeling and market analysis.
  • A good understanding of financial markets and investment principles.

Career Advancement:

Investment trainee roles often lead to more advanced positions such as investment analyst, portfolio manager, or fund manager.

Benefits:

This role offers opportunities for career growth, skill development, and professional networking.

What We Offer:

We provide a supportive environment that encourages learning, teamwork, and innovation.



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