Toa Payoh - Investment Analyst

Role Overview

This is a hands-on role, and the successful candidate will collaborate closely with the Portfolio Managers and contribute to the firm’s broader investment efforts through disciplined research and marketing support.

Key Responsibilities

• Conduct manager research and perform ongoing due diligence and make recommendations for fund selection.
• Recommend suitable changes on asset allocation and fund switches.
• Collaborate with investment team to develop investment insights and actionable ideas for portfolios.

• Provide regular investment updates and to clients and distribution partners.
• Prepare and maintain pitch books, factsheets, and portfolio updates materials to support sales, client servicing, and reporting.

• Bachelor’s degree in finance, economics, or a related field preferable; CFA designation (or progress toward it) is highly regarded.
• Minimum 3 years of relevant experience in investment analysis, portfolio or fund research, or a similar investment role.
• Excellent Excel skills required; VBA or equivalent programming capability is advantageous.
• Ability to synthesize complex data into actionable investment insights.
• Strong writing skills for crafting clear and persuasive research reports and client communications.
• Confident communicator capable of representing the investment team with professionalism and clarity.

• Detail-oriented, analytical, and intellectually curious.
• Collaborative team player who thrives in a dynamic and client-focused environment.
• Independent thinker with a disciplined and objective research mindset.
• Comfortable balancing multiple priorities while maintaining high standards of accuracy and timeliness.

Salary range: S$7K-S$12K

Flexible Hybrid working opportunities!