Investment Fund Specialist

3 days ago


Queenstown, Singapore JTA Consultancy Full time

**Investment Fund Specialist - Build & Grow Portfolios, Win Client Trust**

We’re looking for ambitious, sharp, and client-focused individuals ready to step into the finance world as **Investment Analysts**. This role isn’t just about crunching numbers — it’s about **managing portfolios across asset classes** and building the trust that grows **Assets Under Management (AUM)**.

**What You’ll Do**
- Analyse and manage portfolios that span **unit trusts, equities, bonds, and multi-asset strategies**:

- Conduct in-depth research on market trends, asset classes, and fund performance
- Support the design of tailored investment solutions for diverse client needs
- Work closely with senior advisors to present strategies and proposals
- Engage with clients, showcasing insights and building confidence in your recommendations

**Why This Role Matters**
- **Direct exposure to real portfolios** — learn the mechanics of managing funds across multiple asset classes
- **Hands-on client engagement** — not just back-office analysis, but active involvement in winning trust
- Opportunity to **acquire and grow AUM**, setting the foundation for a strong career in wealth & asset management
- Mentorship from experienced portfolio managers and financial leaders
- Build both **technical expertise and client-facing charisma** — the dual edge of a top analyst

**Who You Are**
- A fresh graduate in Finance, Economics, Business, or related fields (other disciplines welcome if you can show market awareness and drive)
- Analytical, with a strong grasp of numbers and investment fundamentals
- Charismatic and confident in communicating ideas to clients
- Ambitious with the appetite to **grow AUM and build long-term client trust**:

- Entrepreneurial mindset, eager to elevate yourself into a high-performance finance career

This is more than an entry-level role — it’s a **launchpad into asset management and client advisory**, combining analysis, strategy, and relationship-building.

**Job Types**: Full-time, Permanent, Fresh graduate

Pay: From $6,000.00 per month

**Benefits**:

- Employee discount
- Flexible schedule
- Professional development

Work Location: In person



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