As a Financial Analyst with Fides, you will acquire a good working knowledge of investment products, portfolio management and private banking operational matters.
Your responsibilities include:
Portfolio Management Operations
- Prepare consolidated portfolio positions report and market performance update reports on a weekly/ad-hoc basis;
- Monitor positions against investment constraints and parameters, and flag out areas for rebalancing
- Prepare and propose rebalancing trades as required and arrange order execution with various Private Banks.
- Review and check on orders execution details and trading costs.
- Track and monitor cash position in client portfolio to optimize portfolio returns;
- Track benchmark funds update and performance;
- Monitor capital calls for private equity investments and arrange for liquidity funding;
- Assist in preparation of quarterly client review presentations;
Investment Committee Support
- Conduct in-depth research on market trends, economic indicators, and various asset classes, assessing potential investment opportunities through detailed financial analysis and due diligence.
- Prepare comprehensive investment reports, memos, and presentations for management, clients, and the investment committee, summarizing key findings and recommendations.
- Assist in portfolio management activities, including asset allocation, risk assessment, and monitoring existing investments’ performance.
- Engage with clients regarding investment strategies, portfolio performance, and market insights to ensure transparency and alignment with their goals.
- Work closely with research, risk management, and operations teams for data gathering and analysis.
- Provide general client service and team support;
- Other adhoc tasks assigned.
Qualifications:
- Degree Fresh Graduates, or 1-2years of working experience;
- Ability to work in a demanding, fast-paced environment and think clearly under pressure;
- Detail-oriented, careful, and able to deliver accurate work under tight timeline.
- Mature, well-organised, able to work both independently and a desire to work in a team-oriented environment.
- Proficient in Microsoft Office applications especially in Word, Excel & Power point. Strong mathematical background and knowledge of Excel logical functions (AND, OR, XOR, VLOOKUP, if functions) would be highly preferred.
- Knowledge in accounting and/or structured products are an advantage.
- Starting Salary for Full Time: To be discussed
- Working hours: 9am -6pm, Monday to Friday
Interested candidates please send your resume to invest@fidesinvest.com.sg Thank you.