Investment Analyst (Fintech)

TL;DR

Investment Analyst (Fintech): Formulating investment strategies and managing client portfolios in collaboration with Relationship Managers with an accent on asset allocation and market analysis. Focus on delivering premium advisory services, executing trading ideas across diverse asset classes, and ensuring regulatory compliance within the bank's framework.

Location: Singapore

Company

hirify.global is Asia’s global private bank, part of the OCBC Group, committed to fostering a culture of openness, teamwork, and professional development.

What you will do

• Provide premium investment advisory to private banking clients aligned with strategic asset allocation.
• Partner with Relationship Managers to articulate investment ideas, create proposals, and conduct portfolio reviews.
• Collaborate with the CIO team to build robust portfolios across discretionary and advisory solutions.
• Develop, execute, and monitor trading ideas across cash trading, derivatives, funds, and alternatives.
• Communicate house views to marketing teams and support product training initiatives.
• Ensure strict adherence to all internal and external financial regulations and policies.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or Banking.
• At least 3 years of experience in the financial industry in an investment advisory role.
• Strong knowledge of products across various asset classes.
• Preferably CFA and CACS certified.
• Strong analytical, strategic thinking, and interpersonal communication skills.
• Ability to thrive in a fast-paced environment with a resilient and innovative mindset.

Culture & Benefits

• Opportunities for professional and personal development within the OCBC Group global network.
• Attractive remuneration packages and non-financial benefits.
• Culture focused on openness, teamwork, and fairness.