12 дней назад
Relationship Analyst (Investment Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Analyst (Investment Management): Supporting sales and relationship management for wealth and intermediary clients in Singapore and Southeast Asia with an accent on client research, investment product knowledge, and cross-functional communication. Focus on conducting independent analysis, responding to time-sensitive inquiries, preparing client meetings, and coordinating expectations across portfolio management, legal, compliance, and client service teams.
Location: Central Singapore, Singapore; office-based 4 days per week with flexibility to work remotely 1 day per week
Company
provides investment management solutions across global capital markets for institutional clients in more than 60 countries.
What you will do
- Support sales and relationship management activities for wealth and intermediary clients across Singapore and Southeast Asia.
- Work with Business Development Managers, Portfolio Advisors, and Relationship Managers on assigned client portfolios.
- Respond to client inquiries, conduct market research, and prepare materials for client meetings.
- Perform independent analysis and original research across investment management topics under time pressure.
- Support relationships spanning fund distribution, long-only funds, hedge funds, private funds, and sub-advisory arrangements.
- Communicate client expectations to portfolio services, legal and compliance, portfolio management, product management, trading, and other internal functions.
Requirements
- 2–5 years of relevant experience in analytical roles within the investment industry.
- Strong interest in global capital markets and investment management, with an analytical and problem-solving orientation.
- Bachelor’s degree and strong academic credentials; postgraduate study or progress toward CFA, CAIA, or an equivalent qualification is preferred.
- Fluency in English is required.
- Excellent written and oral communication, presentation, and client-facing skills.
- Proficiency in Bloomberg and Microsoft Office, including Word, PowerPoint, and Excel.
Nice to have
- In-depth knowledge of equity, fixed income, alternative, or multi-asset investment products.
- Direct buy-side experience supporting intermediary or distribution client relationships.
- Chinese Mandarin proficiency.
- Experience using AI and emerging technologies to improve productivity, research, analysis, and communication.
Culture & Benefits
- Collaborative environment that encourages independent thought and constructive debate.
- In-person interaction is emphasized as part of the working culture.
- Flexibility to work remotely one day per week.
- Some travel may be required.
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