Investment Analyst (Select Investors)

Job Summary

The Investment Analyst delivers timely portfolio performance analysis, manages client relationships, and supports investment strategy formation to drive client retention and portfolio growth.

Responsibilities

• Lead the development of investment strategies for potential and existing clients to align with their financial goals
• Manage client relationships proactively by updating clients on portfolio performance and market trends using Salesforce and client matrix tools
• Draft investment collaterals including weekly market updates, monthly macroeconomic EDMs, and investment recommendation templates to support client communication
• Oversee end-to-end trading processes, including trade submission and verification, ensuring accuracy and compliance
• Manage money market holdings and implement drip feeding strategies for in-house and third-party investment products
• Deliver accurate and timely portfolio performance analysis reports to inform investment decisions
• Provide concise macroeconomic updates to Partners during Monthly Strategy Meetings (MSMs)
• Maintain up-to-date knowledge of in-house and third-party investment funds and portfolio models to support recommendations
• Perform yield calculations to evaluate the suitability of continuing or replacing existing investment solutions
• Drive retention of Funds Under Management (FUM) and Assets Under Management (AUM) through effective portfolio and client management

Preferred competencies and qualifications

• Degree preferably specializing in Investment Finance with at least 3 years of relevant experience in financial services, banking, wealth management, or investments
• Strong communication skills demonstrated by fostering relationships with clients and internal stakeholders and influencing investment strategy decisions
• Confidence and proficiency in client-facing activities such as portfolio review meetings and investment recommendations
• Strong analytical and problem-solving skills to interpret portfolio performance data and derive actionable insights
• Proficient in portfolio performance analysis and valuation techniques, applying best practices and methodologies
• Ability to work independently and collaboratively within a team environment
• Adaptability to change by embracing new challenges, adjusting communication style to suit audiences, and managing ambiguity effectively
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), FE Analytics, and FE Cashcalc for data analysis and client communication
• CFA or relevant qualifications (CMFAS M5, M9, M9A, M8, M8A, HI) considered an added advantage