JCW Resourcing | Investment Advisory Analyst
4 weeks ago
Location:
Singapore
Experience Level:
2–5 years
Role Overview:
We are seeking an ambitious
Investment Advisory Analyst
to join a dynamic team in Singapore. This role involves supporting advisors in managing portfolios, conducting detailed investment research, and delivering strategic insights for High-Net-Worth (HNW) clients across Asia. With a clear pathway to an
Advisor role within 1–3 years , this position is ideal for those seeking to advance their career in investment advisory.
Key Responsibilities:
Portfolio Construction:
Collaborate with advisors to create and optimize bespoke investment strategies tailored to client needs.
Cash Flow Modeling:
Conduct detailed financial modeling to support strategic portfolio decisions.
Client Interaction:
Support advisors during client meetings and address client inquiries as needed.
Investment Research:
Perform market analysis and research to identify opportunities across diverse asset classes, informing client strategies.
Operational Support:
Attend client meetings with advisors, prepare presentations, and ensure smooth execution of investment strategies.
What We’re Looking For:
Education:
Graduate from a
top-tier university
in Singapore with a degree in
Economics, Finance, or Business.
Qualifications:
Progress toward the
CFA designation
(Level 1 or 2 completed preferred; charter not required).
Experience:
2–5 years in portfolio management, investment advisory, or a related field.
Skills:
Strong financial modeling and analytical capabilities.
Excellent communication skills to support client-facing interactions.
Ability to collaborate in a fast-paced, high-performance environment.
Attributes:
Meticulous attention to detail.
A proactive mindset with a passion for investment management.
Regional knowledge and an interest in Asia’s financial markets.
What We Offer:
Career progression to an Advisor role within 1–3 years.
Opportunity to work with leading HNW clients across Asia.
Collaborative and growth-focused culture in a world-class investment environment.
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