Investment Analyst
1 day ago
**Role Overview**
**Key Responsibilities**
**1. Fund Research and Investment Support**
- Conduct manager research and perform ongoing due diligence and make recommendations for fund selection.
- Recommend suitable changes on asset allocation and fund switches.Collaborate with investment team to develop investment insights and actionable ideas for portfolios.
**2. Client and Partner Communication**
- Provide regular investment updates to clients and distribution partners.
- Prepare and maintain pitch books, factsheets, and portfolio updates materials to support sales, client servicing, and reporting.
**Required Skills and Qualifications**
- Bachelor’s degree in finance, economics, or a related field preferable; CFA designation (or progress toward it) is highly regarded.
- Minimum 3 years of relevant experience in investment analysis, portfolio or fund research, or a similar investment role.
- Excellent Excel skills required; VBA or equivalent programming capability is advantageous.
- Ability to synthesize complex data into actionable investment insights.
- Strong writing skills for crafting clear and persuasive research reports and client communications.
- Confident communicator capable of representing the investment team with professionalism and clarity.
**Personal Attributes**
- Detail-oriented, analytical, and intellectually curious.
- Collaborative team player who thrives in a dynamic and client-focused environment.
- Independent thinker with a disciplined and objective research mindset.
- Comfortable balancing multiple priorities while maintaining high standards of accuracy and timeliness.
**Employment Type: Full time**
**Reporting to: Chief Investment Officer**
**Working hours: 8.30am - 5.30pm, 5 days work week**
**Flexible Hybrid working opportunities
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