Investment Analyst – Portfolio & Fund Management (Experienced/Entry Level)

Investment Analyst

Salary: Up to S$5,000/month + Variable Bonus

Location: CBD/Town

Working Time/Date: 5 days work week, Mon to Fri: 9:00AM to 6:00PM

Looking to build your career in investments? Whether you're a Retail Banking Investment Consultant (IC), Assistant Relationship Manager (ARM) looking to pivot into the investment space, we'd love to hear from you!

What You'll Be Doing

As an Investment Analyst, you'll play a key role in supporting investment operations and portfolio management. Your responsibilities will include:

• Supporting the management and governance of a Variable Capital Company (VCC) structure, including documentation and stakeholder coordination.
• Monitoring investment portfolios through performance tracking, risk reviews, and regular engagement with fund managers.
• Preparing client portfolio reports, factsheets, and investment updates.
• Conducting portfolio analysis and supporting investment research processes.
• Leveraging AI tools to enhance investment monitoring, reporting, and operational efficiency.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• 2–3 years of relevant experience will be preferred.
• Experience in client-facing or stakeholder management roles and has a good understanding of investment products across multiple asset classes.

If you're passionate about investments and excited to grow in a dynamic environment, we'd love to connect with you!