Expert Investment Strategist

1 day ago


Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

AVALLIS INVESTMENTS PTE. LTD.

We are seeking an experienced Senior Investment Analyst to join our Fund Management Team.

The successful candidate will be responsible for conducting in-depth research and analysis on investment opportunities, developing financial models, and providing investment recommendations to clients.

Key Responsibilities:

· Provide premium investment advisory to Private Wealth clients and formulate investment strategies informed by market conditions and economic trends on a global scale.

· Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.

· Deliver trade recommendations and quality investment services within guidelines, and provide up-to-date key market information to Relationship Managers and high net worth clients.

· Generate an investment policy statement outlining client objectives.

· Construct and rebalance client portfolios to be consistent with their investment policy statement parameters.

· Maintain new and existing client relationships, including informing clients of market conditions and updating them on investment views and economic trends.

· Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations.

Competencies:

  • Bachelor's Degree in Finance, Economics or a related field
  • CFA designates or candidates preferred
  • 3 years of experience in investment analysis, portfolio management or a related field advantageous
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Ability to work collaboratively in a team environment

What we offer:

• Work-Life Balance: Enjoy a healthy balance between personal and professional life.

• Family-Oriented Culture: Warm, collaborative, inclusive environment and mutual respect

• Growth and Development: Organic and technical growth in your current role with opportunities to gain exposure to new skills and experiences.

• Career Progression: Unlock opportunities for growth and take your career to the next level.

Average Salary S$120,000 - S$180,000 per annum.



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