Senior Client Portfolio Analyst (Finance)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Senior Client Portfolio Analyst (Finance): Developing customized client materials and investment commentary for active Equity and Fixed Income strategies with an accent on market dynamics and portfolio positioning. Focus on producing value-added investment insights, supporting client meetings, and driving thought leadership to enhance client acquisition and retention.
Location: Hybrid in Singapore (Central Singapore). Must work in the designated office at least four days a week.
Company
is one of the world’s leading independent global investment firms dedicated to delivering a wide range of investment strategies and vehicles to clients worldwide.
What you will do
- Develop and update customized client and prospect materials reflecting current market dynamics, portfolio positioning, and performance insights.
- Produce value-added investment commentary, market insights, and thought leadership content including blogs and white papers.
- Partner with Client Portfolio Managers to prepare for client meetings and roadshows and handle post-meeting follow-ups.
- Coordinate with investment, legal, compliance, and marketing teams to ensure accuracy and consistency of all materials.
- Analyze the competitive landscape and peer groups to articulate product differentiation.
- Support the Sales team with custom proposals and participate in client calls and meetings.
Requirements
- 8-15 years of related experience in financial services.
- Undergraduate degree required, preferably in business or a related discipline.
- Proficiency with Bloomberg, Morningstar, and Microsoft Office.
- Strong investment acumen and deep understanding of financial markets and economics.
- Excellent written and verbal communication skills to translate complex concepts into client-friendly language.
- Must be based in Singapore to comply with the hybrid office policy.
Culture & Benefits
- Hybrid work schedule allowing one day of remote work per week.
- Generous annual leave and flexible paid time off.
- Comprehensive health and wellbeing benefits.
- Dedicated learning and development programs.
- Parental leave benefits and employee stock purchase plan.
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