AVALLIS FINANCIAL PTE. LTD. | Senior Investment Analyst
20 hours ago
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.
Responsibilities:
Providing premium investment advisory to Private Wealth clients and formulate investment strategies and portfolio, informed by market conditions and economic trends on a global scale.
Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
Delivering ideas, trade recommendations and quality investment services within guidelines, and provide up-to-date key market information to Relationship Managers and high net worth clients.
Generating an investment policy statement, outlining our clients’ investment objectives.
Constructing and rebalancing client portfolios to be consistent with their investment policy statement parameters
Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment views and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
Maintaining good relationships with our partners and counter parties such as the private banks, brokers, investment banks, custodian banks, trustees etc.
Requirements:
Bachelor’s Degree in Finance, Economics or a related field
CFA designates or candidates are preferred
3 years of experience in investment analysis, portfolio management or a related field is an advantage
Strong analytical and problem-solving skills, with the ability to analyze complex financial data
Excellent communication and presentation skills, with the ability to effectively communicate complex investment ideas
Ability to work collaboratively in a team environment
A willingness to learn and grow in the investment management field
#J-18808-Ljbffr
-
Financial Analyst Lead
2 weeks ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeAVALLIS INVESTMENTS PTE. LTD.Senior Investment Analyst Job DescriptionWe are seeking a seasoned Senior Investment Analyst to join our Fund Management Team at AVALLIS INVESTMENTS PTE. LTD. This role offers an exceptional opportunity for growth and development, working closely with high net worth clients to provide premium investment advisory services.Key...
-
Strategic Portfolio Manager
2 weeks ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeAt Avallis Investments PTE. LTD., we seek a highly skilled 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.About the RoleThe Senior Investment...
-
Expert Investment Strategist
1 week ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeAVALLIS 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...
-
Strategic Portfolio Manager
2 weeks ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeAbout AVALLIS INVESTMENTS PTE. LTD.We are a leading investment management firm dedicated to delivering exceptional results for our clients.
-
Senior Investment Analyst
2 days ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeRoles & ResponsibilitiesJob Description – Senior Investment AnalystWe 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...
-
Senior Investment Analyst
2 weeks ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeRoles & ResponsibilitiesJob Description – Senior Investment AnalystWe 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...
-
Senior Private Wealth Manager
1 week ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeUnlock Your Potential as a Senior Private Wealth ManagerAt Avallis Investments PTE. LTD., we are seeking an exceptional Senior Private Wealth Manager to join our team. As a key member of our External Asset Management (EAM) firm, you will play a crucial role in delivering tailored solutions to high net worth individuals, family offices, and institutional...
-
Portfolio Management Specialist
2 weeks ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeAbout Avallis InvestmentsAvallis Investments Pte. Ltd. is a Singapore-based External Asset Management (EAM) or Independent Asset Management (IAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore.We offer private banking products/solutions, customised portfolio management, fund management, family legacy &...
-
SENIOR INTERNATIONAL HOLDING
20 hours ago
Singapore SENIOR INTERNATIONAL HOLDING (SINGAPORE) PTE. LTD. Full timeInvestment Analyst/Associate in Capital Markets (CM) Department Who 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 investor research, preparing financial information and models, preparing marketing materials, and executing...
-
EAM Relationship Opportunity
2 weeks ago
Singapore AVALLIS INVESTMENTS PTE. LTD. Full timeUnlock Your Potential as an EAM Relationship ManagerAt Avallis Investments Pte. Ltd., we are seeking a seasoned Relationship Manager (EAM) to join our team in Singapore. This is a unique opportunity for a professional to leverage their expertise and build lasting relationships with high net worth (HNW) and ultra-high net worth (UHNW) clients, family offices,...
-
Senior Investment Analyst
2 weeks ago
Singapore TRI-CAP CONSULTING PTE. LTD. Full timeRole OverviewWe are seeking a highly skilled Senior Real Estate Fund Analyst to join our team at TRI-CAP CONSULTING PTE. LTD.The ideal candidate will have a strong background in finance and real estate, with excellent analytical and problem-solving skills.About the RoleThis is an exciting opportunity for a seasoned professional to take on a challenging role...
-
Investment Analyst
5 days ago
Singapore KMXK INVESTMENT PTE. LTD. Full time $4,500 - $6,000This is a full-time, on-site role for an Investment Analyst in Singapore. The Analyst will be responsible for day-to-day tasks associated with the role, such as conducting research and analysis on potential investments, creating financial models, and managing portfolios.A good candidate would have experience in the private markets, a passion for FinTech, and...
-
Senior Financial Analyst for Appsolut PTE LTD
2 weeks ago
Singapore APPSOLUT PTE. LTD. Full timeJob Title: Senior Financial AnalystAbout the RoleWe are seeking an experienced Senior Financial Analyst to join our team at Appsolut PTE LTD. This is a unique opportunity to work with a dynamic organization and contribute to the growth and success of our company.About the CompanyAPPSOLUT PTE. LTD. is a leading [insert industry] company dedicated to...
-
Financial Analyst
1 week ago
Singapore XINGANG INVESTMENT PTE. LTD. Full timeJob Title: Financial Analyst - Part TimeAt XINGANG INVESTMENT PTE. LTD., we are seeking a highly skilled and experienced Financial Analyst to join our team on a part-time basis.We estimate the salary for this role to be around SGD 55,000 per annum, depending on experience and qualifications.Company OverviewXINGANG INVESTMENT PTE. LTD. is a reputable...
-
Financial Reporting Analyst
2 weeks ago
Singapore DM FINANCIAL PTE. LIMITED Full timeJob OverviewWe are seeking an experienced Financial Reporting Analyst to join our team in Singapore. As a key member of our financial reporting team, you will be responsible for preparing financial reports for regulated investment funds and investment vehicles domiciled in various jurisdictions.This is an excellent opportunity to develop your skills and...
-
Investment Analyst
2 days ago
Singapore KMXK INVESTMENT PTE. LTD. Full timeRoles & ResponsibilitiesThis is a full-time, on-site role for an Investment Analyst in Singapore. The Analyst will be responsible for day-to-day tasks associated with the role, such as conducting research and analysis on potential investments, creating financial models, and managing portfolios.A good candidate would have experience in the private markets, a...
-
Investment Analyst
7 days ago
Singapore KMXK INVESTMENT PTE. LTD. Full timeRoles & ResponsibilitiesThis is a full-time, on-site role for an Investment Analyst in Singapore. The Analyst will be responsible for day-to-day tasks associated with the role, such as conducting research and analysis on potential investments, creating financial models, and managing portfolios.A good candidate would have experience in the private markets, a...
-
Strategic Investment Analyst
2 weeks ago
Singapore SINGAPORE JULONG INTERNATIONAL INVESTMENT PTE. LTD. Full timeAbout Singapore Julong International Investment Pte. Ltd.We are a rapidly growing investment firm seeking a highly skilled Strategic Investment Analyst to join our team in Singapore.
-
Senior Investment Specialist
6 days ago
Singapore KMXK INVESTMENT PTE. LTD. Full timeAbout the RoleWe are seeking a skilled Senior Investment Specialist to join our team at KMXK INVESTMENT PTE. LTD. in Singapore.This is a full-time, on-site position responsible for conducting research and analysis on potential investments, creating financial models, and managing portfolios.
-
Investment Portfolio Manager
1 week ago
Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full timeAbout TRISTAR INVESTMENT MANAGEMENT PTE. LTD.TRISTAR INVESTMENT MANAGEMENT PTE. LTD. is a leading investment management firm seeking an experienced Investment Operations Analyst to join our team in Singapore.Salary: SGD 60,000 - 80,000 per annumAbout the RoleAs an Investment Operations Analyst at TRISTAR INVESTMENT MANAGEMENT PTE. LTD., you will play a...