Investment Analyst

Job Description:

Primary Responsibility

• The primary role of the Investment Analyst is to work with the Investment Advisors to support the Relationship Managers in managing client portfolios.

Main duties

• Assisting with portfolio proposals, portfolio reviews, and preparation of reporting decks

• Facilitating trade execution and managing the entire trade life cycle, including price discovery, quotations, order taking, and execution

• Providing timely trade confirmations and ensuring accuracy in portfolio margins and trade fixing information

• Supporting business analytics and the development of IA strategy decks

• Coordinating weekly sales meetings with the IA and CIO teams to ensure alignment and effective communication

• Shadowing IAs on specific client relationships to ensure seamless service delivery and relationship management

• Monitoring and tracking complex trades, such as structured products and derivative knockouts, and updating clients accordingly

• Disseminate house views and product ideas to the RMs and FIMs, market updates and product information broadcasts to clients, thereby enhancing client engagement and satisfaction

• Ensure adherence to internal and external regulations and policies at all times

Requirements

• Bachelor’s degree in the fields of either Finance, Business, Economics or Banking

• Preferably CFA and CACS certified

• At least 2 years in financial industry in an investment advisory position

• Strong knowledge of products across asset classes

• Strong interpersonal and communications skills

• Strong analytical and strategic thinking skills

• Possess future oriented mindset, strive to innovate and adapt to changes

• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments

• Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient