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financial alliance pte ltd

Investment Analyst

financial alliance pte ltd

2-4 Years

Posted 6 days ago
Be among the first 10 applicants

Job Description

Job Scope

Meeting in-house consultants to market and promote various investment solutions
Build relationships with and attend meetings with product providers
Maintaining various in-house fact sheets and reports
Performs periodic in-house portfolio rebalancing
Update and upkeep data in our in-house software
Prepare reports meant for investment committee meeting
Take meeting notes as and when required
Other tasks assigned by the Director

Experience

Minimum 2-years with a Fund House, investment platforms, banks and FA firms doing investment related functions.
Familiar and comfortable using AI tools (e.g. Gemini, Claude etc)
Comfortable with Microsoft spreadsheet doing simple modelling and PowerPoint presentation.

More Info

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About Company

financial alliance pte ltd

financial alliance pte ltd

Job ID: 151814465

Jobs by Skill - IT

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Last Updated: 31-07-2026 06:35:02 PM

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