Serving You Since 1975

Investment Analyst (Buy Side)

Role Overview:

We are strengthening our capabilities in the area of fundamental analysis and portfolio management. To this end, we are expanding our Investment Solutions team to interested candidates with an appetite for analytic work and portfolio management work in a small buy-side setting of managed accounts.

Responsibilities:

  • Conduct detailed financial analysis and market research to identify investment opportunities.
  • Develop and manage investment portfolios, aligning them with client objectives and risk profiles.
  • Provide strategic recommendations based on market trends and economic forecasts.
  • Collaborate with the team to develop investment strategies and contribute to the firm’s financial products.
  • Regularly communicate with clients to update them on portfolio performance and market developments.
  • Analyze financial data and investment opportunities.
  • Manage client portfolios, ensuring compliance with both company and regulatory standards.
  • Develop and maintain client relationships through excellent service and communication.
  • Stay abreast of market trends to inform investment decisions.
  • Contribute to the development of the firm’s investment strategies and products.

Requirements:

  • Bachelor’s degree in Finance, Economics, or a related field; a Master’s degree or CFA is preferred.
  • Minimum of 3 years’ experience in financial analysis, investment management, or a related field.
  • Strong analytical skills with a deep understanding of financial markets and investment products.
  • Excellent communication and interpersonal skills, with the ability to present complex information clearly.
  • Proven track record of managing investment portfolios and achieving financial objectives.
  • Proficient in financial software and tools.

What we offer:

  • Opportunities for professional growth and development.
  • A dynamic and collaborative work environment.
  • Exposure to diverse financial markets and investment strategies.

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.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)