Portfolio Management Trainee

3 days ago


Singapore J.S.F Full time

Roles & Responsibilities Core responsibilities Financial analysis: Conduct financial analysis to track investment performance, evaluate risk, and identify potential opportunities. Portfolio management: Assist in the management and monitoring of investment portfolios, including asset allocation and re-balancing. Market research: Research financial markets, industries, and investment funds (e.g., equities, bonds, ETFs) to inform investment strategies. Client interaction: Support senior advisors in client meetings, client presentations, and relationship management. Reporting and reporting: Help prepare financial reports, performance summaries, and market updates for clients and internal teams. Solution development: Contribute to the creation of personalized investment solutions, which may include wealth preservation, estate planning, and risk management. Compliance: Ensure all activities comply with internal guidelines and regulatory requirements. Key skills and qualifications Strong analytical and quantitative skills. Good communication and interpersonal skills for client interaction and relationship building. A desire to learn about financial markets and investments. Ability to work both independently and as part of a team. Attention to detail and organizational skills to manage reports and data. Tell employers what skills you have Market ResearchInvestment StrategiesAsset AllocationInterpersonal SkillsInvestmentsRelationship ManagementETFsRisk ManagementCompliancePortfolio ManagementInvestment PerformanceEstate PlanningFinancial AnalysisRegulatory RequirementsWealth PreservationEquities



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