Expert Investment Strategist
1 day ago
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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