Investment Analyst
Financial Alliance Pte Ltd
Posted 16 days ago
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.
About Financial Alliance Pte Ltd
Financial Alliance Pte Ltd is a licensed Financial Adviser regulated by the Monetary Authority of Singapore. We are licensed to provide financial planning and product advisory services. As we are not tied to any one product provider, we are able to advise our client on an independent basis. The company was established in 1993 as an Investment Adviser firm. With the introduction of the Financial Advisers Act (FAA) in October 2002, we were issued with a new license under the Act to provide financial advisory services to both individuals and corporations. Having signed on several world-class product providers whom we regard as business partners, we grew from strength to strength, having surpassed our ambitious asset-under-management targets, and increased our people talent pool several times over.
We look forward to carve out our niche area, aiming to be the best Independent Financial Adviser platform, and attracting alliance with the best financial practitioners in the industry. For more information about the company, please visit our website @ www.fa.com.sg