Investment trainee

3 days ago

Singapore OceanSTAR Elite Engineering Groups Pte. Ltd. Full time

Overview
Investment trainee position serving as an entry-level role or trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.
Responsibilities
Client Consultation: Assessing client financial goals, risk tolerance, and needs through consultations.
Investment Strategy Development: Recommending customized investment strategies and products such as unit trusts, bonds, and equities.
Portfolio Management: Building, managing, and monitoring client investment portfolios.
Financial Analysis & Research: Conducting financial analysis, evaluating asset performance, developing financial models, and researching industries.
Market & Regulatory Updates: Staying informed on market movements, economic trends, and new investment products, ensuring compliance with regulations.
Client Support: Providing regular portfolio updates, rebalancing advice, and preparing financial reports.
Client Engagement: Potentially conducting financial seminars or client events.
Collaboration: Working with product specialists and research teams to enhance client offerings and supporting investment origination efforts.
Required Skills & Qualifications
Education: A degree in Finance, Business, Economics, Accounting, or a related field is often required.
Financial Acumen: Strong understanding of financial markets, portfolio management, and financial modelling.
Analytical Skills: Proficient in financial analysis, risk assessment, and data interpretation.
Communication: Good interpersonal and communication skills, especially when interacting with clients and internal teams.
Tech Proficiency: Strong proficiency in Microsoft Excel for financial modelling.
Personal Attributes: Self-driven, result-oriented, positive, and a team player with a high level of commitment.
Career Path
An investment trainee position serves as an entry-level role or trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.
Seniority level
Internship
Employment type
Full-time
Job function
Finance and Sales
Industries
Oil and Gas
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