Responsibilities:

• Portfolio Construction & Management: develop, construct, and optimise client portfolios based on risk profiles, investment goals, and market conditions.
• Investment Strategy Implementation: assist in executing strategic asset allocation and investment strategies in alignment with client objectives.
• Performance Analysis: monitor and evaluate portfolio performance, conducting in-dept analysis of asset classes, and recommending adjustments as necessary.
• Investment Research: conduct research on macroeconomic trends, investment vehicles, and asset classes, and integrate findings into portfolio decisions.
• Client Support & Reporting: prepare detailed investment proposals, performance reports, and analysis for internal stakeholders and clients.
• Tool Utilisation: utilise financial software and databases such as Bloomberg, Morningstar, and internal systems to enhance portfolio construction and management processes.
• Collaboration: work closely with investment advisors, wealth managers, research team and other internal teams to support holistic wealth management services.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• 3 - 7 years in wealth management, financial analysis, or investment advisory roles.
• Proficiency in Excel, Bloomberg, Morningstar and other portfolio management tools.
• Strong quantitative and qualitative analysis capabilities.
• Ability to clearly communicate complex investment strategies and recommendations to non-technical stakeholders.
• Owning CFA or other relevant certifications is a plus.