Analysis & Reporting (Banking & Financial Services)
Full time
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Responsibilities to include primary and support functions for:
Financial Modeling to analyse investment performance of client portfolios. Monthly client reports, including calculations & data visualisation. Research and analysis on various asset classes. In-house investments database maintenance and monitoring. Operations manual maintenance. Internal administration related to account opening, KYC client documentation, investment subscriptions & redemptions. Maintaining firm records related to client, private bank, custodian, broker accounts. Reviewing trade and settlements data as provided by banks & brokers. Assisting with maintaining internal document management & CRM system. Assisting in ad-hoc data analysis. Qualifications / Skills Bachelor's or Poly degree/diploma in Finance, Accounting, Banking, Management, Operations, or related field. Experience in Securities, Banking, Fund Management, Compliance or Accounting, suitable but not essential. Must be highly self-motivated, advanced (even passionate) user of Microsoft Excel. Numeracy skills are mandatory and paramount. Proficient in Microsoft PowerPoint and Word. Comfortable and desirous of working with data; not discouraged by admin tasks. Self-motivated, willing to take initiative, strong problem-solving skills. Experience with Bloomberg or financial systems a plus, but not essential. Responsible and respectful of client privacy and confidentiality. Excellent communication and interpersonal skills. ** Based in KL with occasional visits to Singapore office.
Company information Registration No.
LL14453
Your application will include the following questions:
What's your expected monthly basic salary?
How many years' experience do you have as an Investment Analyst?
How would you rate your English language skills?
Are you willing to undergo a pre-employment background check?
How much notice are you required to give your current employer?
Are you willing to travel for this role when required?
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