Intern, Managed Accounts

Purpose

Support MA portfolio management and control processes via non‑BAU projects in automation, analytics, and client communications, aligned to ICMA/MCMA governance.

Scope & Deliverables

• Automate daily capital‑movement and exception workflows; deliver a reproducible dashboard + SOP.
• Standardize a trade diary integrating trade alerts and internal orders for auditability and client‑safe summaries.
• Build the Model Portfolio Review data pack (minutes, alignment emails, research) with documented data lineage.
• Support MA webinars/EDMs (e.g., #PortfoliosWrapped) by preparing visuals and Q&A content.
• Draft QC templates for UT/MA transactional workflows with change‑log discipline.

Mentorship

• Day‑to‑day guidance by the MA Investment Analyst; weekly check‑ins with ISD PM leads.

Requirements

• Undergrad in Finance/Business/Statistics/Data Science/Engineering.
• Strong Excel/PowerQuery; bonus Python/R/Power BI.
• Meticulous and process‑oriented.

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg

We regret that only shortlisted candidates will be notified.

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