Financial Analyst

Fides is a multi-family office founded in 2024 by former Goldman Sachs Portfolio Manager and Standard Chartered Bank Head of Investment Counselors with more than 45 years of experience. We manage multi-asset class portfolios and customized long-only portfolios for clients. Fides is a registered Capital Markets License holder with MAS.

Job Title: Financial Analyst (Full Time Permanent Position)

As a Financial Analyst with Fides, you will acquire a good working knowledge of investment products, portfolio management and private banking operational matters. Your responsibilities include:

Portfolio Management Operations

1. Prepare consolidated portfolio positions report and market performance update reports on a weekly/ad-hoc basis;
2. Monitor positions against investment constraints and parameters, and flag out areas for rebalancing
3. Prepare and propose rebalancing trades as required and arrange order execution with various Private Banks.
4. Review and check on orders execution details and trading costs.
5. Track and monitor cash position in client portfolio to optimize portfolio returns;
6. Track benchmark funds update and performance;
7. Monitor capital calls for private equity investments and arrange for liquidity funding;
8. Assist in preparation of quarterly client review presentations;

Investment Committee Support

1. Conduct in-depth research on market trends, economic indicators, and various asset classes, assessing potential investment opportunities through detailed financial analysis and due diligence.
2. Prepare comprehensive investment reports, memos, and presentations for management, clients, and the investment committee, summarizing key findings and recommendations.
3. Assist in portfolio management activities, including asset allocation, risk assessment, and monitoring existing investments' performance.
4. Engage with clients regarding investment strategies, portfolio performance, and market insights to ensure transparency and alignment with their goals.
5. Work closely with research, risk management, and operations teams for data gathering and analysis.
6. Provide general client service and team support;
7. Other adhoc tasks assigned.

Qualifications

• Degree Fresh Graduates, or 1-2years of working experience;
• Ability to work in a demanding, fast-paced environment and think clearly under pressure;
• Detail-oriented, careful, and able to deliver accurate work under tight timeline.
• Mature, well-organized, able to work both independently and a desire to work in a team-oriented environment.
• Proficient in Microsoft Office applications especially in Word, Excel & Power point. Strong mathematical background and knowledge of Excel logical functions (AND, OR, XOR, VLOOKUP, if functions) would be highly preferred.
• Knowledge in accounting and/or structured products are an advantage.
• Starting Salary for Full Time: To be discussed
• Working hours: 9am -6pm, Monday to Friday

Interested candidates, you may send your resume to

Thank you.