Investment Analyst (Wealth Management)

  • Competitive
  • Singapore
  • Permanent, Full time
  • Schroder Investment Management (Singapore) Ltd
  • 16 May 19

Excellent opportunity to join the Investment team of Schroders Wealth Management!

Overview of role

You are required to assist in the managing of the discretionary and advisory lines of business.

  • To analyse, research and provide investment recommendations – including new idea generation and ongoing monitoring of current recommendations
  • To assist in the management of all discretionary portfolios for the bank
  • To assist with the developments relating to and review of the discretionary portfolios
  • To assist with the monitoring and sending of research articles
  • To main and perform housekeeping of the investment databases and spreadsheets
  • To assist with the write up of investment proposals for clients, and also assist in client review meetings and pitches
  • To meet  fund managers and perform due diligence write-ups where necessary
  • To assist with the sourcing of products in response to sales people’s request for thematic investment ideas

 

Essential Skills

  • 4-6 years’ experience in relevant industry
  • Degree in Finance/Mathematics/Economics preferred
  • Good with MS Excel and spreadsheet modelling is a definite plus
  • Ability and interest to analyse different classes a big advantage – in particular equity research and/or fund selection