INTERN – INVESTMENT TEAM

Company Overview

Crossinvest (Asia) is a MAS-licensed Fund Management Company headquartered in Singapore since 2015 with 40-years of Swiss heritage. We provide private wealth management and family-office services globally, supported by an experienced international investment team.

Job Summary

Join Crossinvest (Asia) as an Intern supporting our Investment Team. Gain hands-on experience in trade execution, portfolio analysis, and investment strategy within a dynamic, Swiss-rooted asset and wealth management firm. Our Internships will run between 1-3 months, and successful candidates will be offered full time Portfolio Analyst positions.

Responsibilities

• Prepare and analyze investment data to support decision-making in Investment meetings
• Execute trades on client accounts accurately and provide operational support to ensure smooth transactions
• Perform portfolio data reconciliations to maintain accuracy in portfolio management systems
• Calculate performance attribution for client accounts to evaluate investment outcomes
• Monitor investment performance of individual securities and their interactions within portfolios to manage correlations and control risk
• Track market developments to inform Portfolio Managers in formulating effective investment strategies
• Analyze financial statements and quantitative data to build financial models that identify relative value and construct positive risk-return profiles
• Assist in preparing periodic investment reports and client portfolio reviews to communicate performance and insights

Preferred competencies and qualifications

• Strong interpersonal, communication, and presentation skills with a cosmopolitan mindset
• Proficiency in Microsoft Office, particularly Excel, and ability to quickly learn financial systems such as Bloomberg
• Genuine interest in capital markets demonstrated through meticulous and entrepreneurial approach
• Candidates studying for or having passed CFA Levels 1 & 2 or holding equivalent professional qualifications preferred
• Minimum Bachelor's degree, preferably in economics, finance, accounting, or business

Other Information

• Fresh graduates and candidates with 0-2 years of relevant work experience are encouraged to apply