Investment Data Analyst – Wealth Management Industry

• Attractive Salary Package
• Company Benefits & Incentives

Interested applicants can also send your resume to +65•••••989 (HAN) or supreme.cc.han( )gmail.com and allow our Consultant to match you with our Clients. No Charges will be incurred by Candidates for any service rendered.

Salary Range: $3500 - $4000

KEY ROLE(S), RESPONSIBILITIES AND DUTIES

• Collect and consolidate AUM and performance data from various platform providers.
• Carry out maintenance of static data, such as AUM and Performance data, and ensure data accuracy, consistency, and integrity across all systems
• Collaborate with the Technology Team, by providing requirements and performing UAT, to design and implement automated data pipelines and centralized data repositories

• Conduct detailed analysis of the company’s portfolio performance
• Perform attribution analysis to identify drivers of portfolio returns
• Carry out risk-related analytics to monitor exposures and portfolio resilience
• Generate management reports on performance trends, AUM analysis, and other key metrics

• Compile monthly performance reports to track Company’s portfolios
• Prepare and publish monthly factsheets for company portfolios
• Deliver clear, concise, and actionable insights to Investment Committee

• Candidate should preferably have 1-2 years of relevant experience. Entry Level is welcome. Training Provided.
• Investment knowledge not required but preferred
• Synthesize complex data insights into compelling and easy-to-understand narratives that enhance decision-making at the executive level
• High proficiency in data analysis tools (e.g., Excel, SQL, Python)

Email: sup•••••••••••@gmail.com

Chaw Chiaw Han, Reg No：R22106723

The Supreme HR Advisory Pte Ltd, EA No：14c7279