Portfolio Analyst

2 days ago


Singapore beBeeInvestment Full time $100,800 - $124,800

Job Overview

We are seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will play a crucial role in ensuring investment objectives are reflected across portfolios in scope.

Key Responsibilities:

  • Maintain accurate and up-to-date records of portfolio positions and products versus client guidelines in collaboration with the Compliance team.
  • Work closely with Portfolio Management to rebalance portfolios as needed.
  • Assist with account transitions and cash flow management.
  • Analyze performance and attribution data to inform investment decisions.
  • Tag trades into risk categories within the portfolio.
  • Perform other ad-hoc operational tasks as required.

Requirements

  • Bachelor's degree or Master's degree with a minimum of 2 years of work experience.
  • Strong understanding of fixed income, equities, and FX workflows, including knowledge of major cash and derivative instruments.
  • Excellent communication skills to operate effectively in a complex financial environment.
  • Proficiency in Excel and programming languages such as Python and VBA.
  • Good understanding of portfolio risks and macro investment models.

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