Investment Analyst (Select Investors)

Responsibilities

• Lead the development of investment strategies for potential and existing clients to align with their financial goals
• Manage client relationships proactively by updating clients on portfolio performance and market trends using Salesforce and client matrix tools
• Draft investment collaterals including weekly market updates, monthly macroeconomic EDMs, and investment recommendation templates to support client communication
• Oversee end-to-end trading processes, including trade submission and verification, ensuring accuracy and compliance
• Manage money market holdings and implement drip feeding strategies for in-house and third-party investment products
• Deliver accurate and timely portfolio performance analysis reports to inform investment decisions
• Provide concise macroeconomic updates to Partners during Monthly Strategy Meetings (MSMs)
• Maintain up-to-date knowledge of in-house and third-party investment funds and portfolio models to support recommendations
• Perform yield calculations to evaluate the suitability of continuing or replacing existing investment solutions
• Drive retention of Funds Under Management (FUM) and Assets Under Management (AUM) through effective portfolio and client management
• Preferred competencies and qualifications
• Degree preferably specializing in Investment Finance with at least 3 years of relevant experience in financial services, banking, wealth management, or investments
• Strong communication skills demonstrated by fostering relationships with clients and internal stakeholders and influencing investment strategy decisions
• Confidence and proficiency in client-facing activities such as portfolio review meetings and investment recommendations
• Strong analytical and problem-solving skills to interpret portfolio performance data and derive actionable insights
• Proficient in portfolio performance analysis and valuation techniques, applying best practices and methodologies
• Ability to work independently and collaboratively within a team environment
• Adaptability to change by embracing new challenges, adjusting communication style to suit audiences, and managing ambiguity effectively
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), FE Analytics, and FE Cashcalc for data analysis and client communication
• CFA or relevant qualifications (CMFAS M5, M9, M9A, M8, M8A, HI) considered an added advantage

Additional Information

Job Summary The Investment Analyst delivers timely portfolio performance analysis, manages client relationships, and supports investment strategy formation to drive client retention and portfolio growth.

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Company Intel

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