Investment Analyst Trainee

2 weeks ago

Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

**Job Description & Requirements
We are one of the leading Independent Wealth Advisors in Asia Pacific. We are dedicated towards providing investment advice free of conflict of interest by ensuring we represent our client interests to various banks and financial institutions. We are now seeking an Investment Analyst Trainee to join our team of Investment Counsellors (IC).

**Responsibilities**:

- Provide support to the Firm’s business development efforts, by working with the ICs to prepare related material (such as pitch books, preliminary analyses, market commentaries, and presentation decks for webinar and quarterly outlook)
- Support the ICs with investment initiatives and client related tasks such as investment proposal generation, reviewing and analyzing investment information of prospects, account reviews, translations of marketing materials, and preparation of investment ideas
- Assist Financial Advisors in preparing for internal Client portfolio reviews and supporting the ICs to conduct the same
- Support the ICs in assimilating and reviewing relevant information to conduct research and analyses, and to draft trade and portfolio recommendations in a client ready format
- Support the ICs in maintaining and updating tools used to track performance of recommended trades and models including administrative support for the conduct of the Investment Committee
- Maintenance of marketing materials (such as marketing decks and factsheets) for Funds and Certificates that are advised or managed by the Firm including periodic update of performance statistics and related content
- Be fully conversant with and adept at extracting relevant data and analytics from available sources in use by the Firm
- Actively review and curate communications issued by the Banks and Research Houses from which the Company sources research and recommendations. Support Financial Advisors in responding to reverse enquiries received from clients relating to such research and recommendations
- Support the Head of the IC Team in administering ongoing and ad hoc initiatives and projects such as maintaining a Firm wide tracker of advancement of business development initiatives, scheduling and conduct of Client Portfolio reviews, tracking adoption and efficacy of recommendations made by the Firm, etc
- Ensure strict adherence to the Company’s policies, rules & regulations

**Requirements**:

- Degree in Banking/Business/Economics/Engineering/Finance/Maths
- Passion and interest in the financial markets
- High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information
- Fosters team work and positively contributes towards the dynamics of the team and the quality of its output.
- Excellent written and verbal communication skills
- Strong interpersonal and communication skills

Take the opportunity to embark on a challenging, fulfilling and rewarding career with an upcoming firm in Asia.

  • Financial Analyst Trainee

    2 days ago

    Singapore beBeeInvestment Full time $60,000 - $80,000

    Financial Analyst TraineeWe are seeking a motivated and detail-oriented Financial Analyst Trainee to join our team.Key Responsibilities:To assist in the analysis of financial assets, tracking investment performance, and evaluating risk.To help manage and monitor investment portfolios, providing support to clients' investment strategies.To conduct research on...

  • Investment Trainee

    6 days ago

    Singapore J.S.F Full time

    Roles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and Reporting:Conducting research on...

  • Investment Trainee

    3 days ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesRoles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and...

  • Investment Analyst

    1 week ago

    Singapore KMXK INVESTMENT PTE. LTD. Full time

    **Company Description** KMXK Investment is a Singapore-based Single Family Office that manages the family's capital and invests across various asset classes. The company is focused on sustainably growing capital and developing value-enhancing assets for society at large. **Role Description** This is a full-time on-site role in Singapore for an Investment...

  • Investment Trainee

    3 days ago

    Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

    **Responsibilities**: - **Learning and Development**:Investment trainees are expected to actively learn about various investment products, strategies, and the financial markets. - **Portfolio Management**:Assisting with tasks related to client portfolios, including monitoring performance, updating reports, and identifying potential opportunities. - **Client...

  • Investment Analyst

    2 weeks ago

    Singapore KMXK INVESTMENT PTE. LTD. Full time

    This 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. **Qualifications** - Strong Investments and Financial Modeling skills - Ability to...

  • Investment Management Trainee

    5 days ago

    Singapore ARTE AURA PTE. LTD. Full time

    Job Title: Investment Management Trainee Jobscope - Handle client investment portfolio - expand client base for company - Update client for investment market movement - send client relevant information on the fund they invested - participating in investment events for client expansion - attend investment fund house talks monthly (fully paid by company) -...

  • Investment Analyst

    2 weeks ago

    Singapore KMXK INVESTMENT PTE. LTD. Full time

    Perform financial research, analyze assets (stocks, foreign currency) and alternative investments - Identify and highlight any investment/financial risks and opportunities on a timely basis and recommend investment/divestment actions - Evaluate investment opportunities to maximize working capital efficiency - Specializes in the China, HK, and USA markets -...

  • Investment Analyst

    6 days ago

    Singapore NANYANG INVESTMENT MANAGEMENT PTE. LTD. Full time

    **About the Role** We are seeking a talented and motivated Investment Analyst to join our dynamic team. In this role, you will play a crucial part in supporting our investment research and analysis efforts. You will be responsible for conducting in-depth research on various investment opportunities, monitoring market trends, and providing valuable insights...

  • Investment Analyst

    7 days ago

    Singapore SKY WISE INVESTMENT PTE. LTD. Full time

    _We are looking for an analyst to join our investment team in Singapore. _ - _Reporting directly to the Portfolio Manager, you will have direct access and training into the depths of successful portfolio management. _ **Responsibilities**: - Responsible for screening, idea generation, and fundamental analysis of financial markets - Coverage of global macro...