Investment Associate Intmd Analyst
6 days ago
The Investment Associate Intmd Analyst is a developing professional role at Citi Private Bank, focused on servicing Ultra High Net Worth clients within the United States. This position involves working in partnership with senior team members to deliver investment solutions, monitoring market trends, and providing guidance to internal and external clients.
Responsibilities- Provide a wide range of investment advice and services to Ultra High Net Worth clients.
- Support senior members of the investment team in delivering investment solutions.
- Monitor market trends and provide guidance to internal and external clients.
- Prepare investment policy statements for prospective clients.
- Analyze economic trends and advise clients on their portfolios.
- Recommend changes to clients' holdings based on economic, financial, and market factors.
- Develop relationships with bankers and clients to grow the asset base.
- Assist senior team members in executing investment solutions and trades.
- Attend internal and external meetings to stay current on financial markets and products.
- Adhere to a specific prospecting code of conduct that prohibits certain methods of solicitation.
- Assess risk when making business decisions, considering the firm's reputation and regulatory requirements.
- A minimum of 2 years of relevant experience in the financial industry.
- A strong financial background and excellent communication skills.
- The ability to work without direction and be self-motivated.
- Client Advisor Competency Standards - Assessments I & II (obtained within 60 days of start date).
- A clear regulatory, legal, and compliance history.
- A Bachelor's/University degree or equivalent experience required.
- A Graduate Degree/MBA/CFA is a plus, but not required.
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Investment Assoc Intmd Analyst
2 months ago
Singapore Citi Full timeThe Investment Assoc Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Investment Associate
3 weeks ago
Singapore WHITE OAK CAPITAL PARTNERS PTE. LTD. Full timeAbout the RoleAt WHITE OAK CAPITAL PARTNERS PTE. LTD., we are seeking a highly motivated and detail-oriented Investment Associate to join our investment team. As an Investment Associate, you will play a key role in supporting our sector analysts in conducting research and analysis, identifying investment opportunities, and presenting findings to the...
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Investment Analyst/ Associate
4 weeks ago
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Singapore Tri-Cap Consulting Full timeWe are seeking a driven and detail-oriented Data Centre Investment Analyst/Associate to join our team at Tri-Cap Consulting. This role provides investment analysis support to the investment team for our company's investments in Japan.
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Investment Associate Senior Analyst
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Private Equity Investment Associate/Analyst
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Singapore Gough Recruitment Full timeMain Responsibilities:We are seeking a highly skilled Private Equity Investment Associate/Analyst to join our team at Gough Recruitment. The successful candidate will be responsible for supporting deal evaluation through the development of financial models, conducting in-depth research on industries and markets, and preparing investment presentations, memos,...
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Senior Investment Analyst
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Finance Analyst
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Singapore Asian Infrastructure Investment Bank Full timeFinance Analyst / Associate The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow-infrastructure with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are capitalized at USD100 billion...
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Investment analyst
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Singapore AUSTRALASIAN PROPERTY GROUP PTE. LTD. Full timeWe are looking for a dynamic Investment Analyst. The Investment Analyst will report to the Directors and the Investment Manager directly and will be exposed to, and assist with, various financial tasks, analysis, and research for the real estate projects that APG is involved in. The company has a host of ongoing and upcoming projects invested in by...
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Investment Analyst
2 weeks ago
Singapore FULLERTON FUND MANAGEMENT COMPANY LTD. Full timeRoles & ResponsibilitiesRole SummaryThis is an Investment Analyst role reporting to the Head of Equities Research. The individual will be part of the Equities team under the Investment group. The analyst for this position will be based in Singapore.Key Duties and Responsibilities Produce investment research reports with actionable investment ideas for the...
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Investment Analyst
1 month ago
Singapore Keppel Capital International Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Analyst to join our team at Keppel Capital International. As an Investment Analyst, you will play a critical role in supporting our capital raising efforts and providing exceptional investor relations services.Key Responsibilities• Collaborate closely with our sales and...
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Investment Analyst
4 weeks ago
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Investment Analyst
4 weeks ago
Singapore JUPITER ASSET MANAGEMENT (ASIA) PRIVATE LIMITED Full timeRoles & ResponsibilitiesAbout JupiterJupiter is one of the UK’s leading investment management companies with over 500 employees and £52.6 billion worth of assets under management (as at 29th March 2024).Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs),...
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Investment Analyst Intern
6 days ago
Singapore Keppel Capital International Full timeJob Title: Investment Analyst InternJob Summary:Keppel Capital International is seeking a highly motivated and detail-oriented Investment Analyst Intern to join our team. As an Investment Analyst Intern, you will be responsible for conducting market research, evaluating investment pipelines, and supporting fundraising efforts.Key Responsibilities:• Conduct...
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Investment Analyst, Private Equity
2 weeks ago
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Finance & Investment Analyst
2 weeks ago
Singapore SENIOR INTERNATIONAL HOLDING (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesInvestment Analyst/Associate in Capital Markets (CM) DepartmentWho are we: We are the world’s biggest listed EV battery components company.General description: The candidate will be responsible for day-to-day tasks, including conducting investors research, preparing financial information and models, preparing marketing materials,...
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Strategic Investment Analyst
5 days ago
Singapore TEMASEK Full timeOverviewTemasek is a leading investment company in Asia, with a focus on investing in innovative companies across various sectors. As a Strategic Investment Analyst, you will have the opportunity to work closely with our team to identify and evaluate investment opportunities that align with our strategic objectives.
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Investment Associate
1 month ago
Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management is a leading investment management company that offers a range of comprehensive investment solutions to institutional clients worldwide. Our team of experienced professionals is dedicated to delivering exceptional results and providing unparalleled service to our clients.About the RoleWe are seeking highly motivated and talented...
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Investment Analyst
4 weeks ago
Singapore PRIMEVEST MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesWe are seeking an Investment Research Analyst to join our family office based in Singapore. As an Investment Research Analyst, you will play a crucial role in assisting with investment decision-making by conducting thorough market research, financial analysis, and due diligence. You will work closely with the Investment Directors to...
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Investment fund analyst
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Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full timePortfolio Reporting & Management Performance Monitoring: Monitoring and analysing investment performance metrics, including portfolio returns, asset allocation, risk measures, and benchmark comparisons, to evaluate the effectiveness of investment strategies. Reporting and Documentation: Generating investment operations reports, including investment...