Responsibilities:
- Assist in establishing the processes and workflows for launch of new funds (or any other asset management products) and in monitoring existing products.
- Analyze current market trends and identify opportunities for new products development and investments.
- Address operational, legal, compliance or risks issues and ensuring adherence to all relevant regulations and internal policies.
- Negotiate and review legal documents and agreements related to the asset management business.
- Participate in the development and ongoing monitoring of client's portfolio.
- Support the implementation and approval processes of new asset management products.
- Maintain systematic records of all relevant processes and documentation.
- Assist the Fund Manager in preparing of investment meetings, writing reports and supporting other fund management activities.
- Perform day-to-day business-as-usual (BAU) operations of the department as required.
- Undertake ad hoc tasks and projects as assigned by the Department Head.
Education & Qualifications:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field. A Master’s degree or CFA qualification will be an added advantage.
- Preferably registered as an Appointed Representative with MAS.
- Strong understanding of financial markets, investment principles, and accounting standards.
Experience:
- 1-3 years of experience in an investment analysis, financial research or a related role within asset management, wealth management or private banking.
- Familiarity with equity and fixed income markets, Exchanged Traded Funds (ETFs), financial instruments, and investment strategies.
Technical Skills:
- Strong knowledge of securities, financial statement analysis and macroeconomic trends. Experience in financial modelling is an added advantage.
- Experience using financial databases and analytics platforms (e.g. Bloomberg, Excel); VBA skills are a plus.
Key Competencies:
- Analytical Thinking: Ability to interpret complex data and translate insights into actionable investment ideas.
- Attention to Detail: Precision in data analysis and reporting, ensuring high accuracy and consistency.
- Communication Skills: Strong verbal and written communication skills to convey complex concepts clearly to both internal and external stakeholders.
- Problem-Solving: Ability at identify investment related issues and propose effective solutions.
- Teamwork: Collaborative mindset to support team objectives and share insights across departments.
Personal Attributes:
- Self-motivated with the ability to work independently and manage multiple tasks efficiently.
- Strong interest in financial markets, macroeconomic developments, and new investment themes.
- Flexible and adaptable in a dynamic, fast-paced working environment.
- Upholds high ethical standards in handling confidential and sensitive financial information.