Financial Analyst and Portfolio Manager

2 days ago

Singapore beBeeInvestment Full time $40,000 - $80,000
Job Title:
Investment Portfolio Associate

Are you passionate about helping individuals and businesses thrive? Do you have a knack for sales and financial analysis?

As an Investment Portfolio Associate, you will play a key role in managing and monitoring investment portfolios, providing support to clients' investment strategies, and conducting research on specific industries.

Key Responsibilities:
  • Financial Analysis: Assist with the analysis of financial assets, tracking investment performance, and evaluating risk.
  • Portfolio Management: Help manage and monitor investment portfolios, potentially providing support to clients' investment strategies.
  • Research and Reporting: Conduct research on specific industries, develop financial models, and assist with the preparation of financial reports.
  • Client Interaction: May involve interacting with clients, providing investment recommendations, and assisting with client events.
  • Professional Development: Participate in training programs, gain exposure to investment scenarios, and develop skills in financial analysis and portfolio management.

Required Skills and Qualifications:
  • 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.
  • Good understanding of financial markets and investment principles.

Benefits:
We offer a competitive compensation package, including high basic pay, attractive incentives, and commissions. You will also enjoy a 5.5-day workweek and the opportunity to work from home or at our Islandwide office locations nearest to you.

Skills Required:
  • Wealth Management
  • Sales Presentations
  • Management Skills
  • Investment Strategies
  • Microsoft Excel
  • Customer-facing skills

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