AVP/VP - Investment Strategist

at  LC ADROIT VANTAGE PTE LTD

ABOUT THE COMPANY

Adroit Vantage is a leading wealth technology company that creates innovative solutions for wealth managers and individual investors. Our technology-driven approach empowers affluent investors to make informed investment decisions on a comprehensive platform that provides access to a wide array of retail and non-retail investment products. We’re revolutionizing the industry, aspiring to be the Amazon of the investment world.

QUALIFICATIONS:

• At least a bachelor’s degree in a finance-related field such as business, finance, accounting or economics.
• Minimum of 5 – 8 years’ experience in the relevant industry.

DOMAIN SKILLS:

• Understanding of major asset classes, portfolio management, and investment platforms.
• High proficiency in Microsoft Excel and financial modeling.
• Fast learner with a proactive, hands-on approach and the ability to thrive in a fast-paced, dynamic environment.
• The ability to leverage technology in the investment process is highly desirable.
• Independent curiosity to continually expand your knowledge base.
• Chartered Financial Analyst (CFA) designation is highly desirable.

JOB PURPOSE

Join a company that values creativity and innovation and sets the standard for wealth tech solutions. Be part of a collaborative, forward-thinking team that empowers affluent investors and wealth managers to make intelligent investment decisions. The Investment Strategist plays a critical role in managing our proprietary multi-asset allocation models, curating weekly investment ideas, and supporting the sales team with tailored product recommendations. You will require a solid grasp of most major asset classes, with specific responsibilities.

JOB RESPONSIBILITIES

• Portfolio Management: Maintain and enhance multi-asset allocation models that incorporate trends in earnings, the economic cycle, valuations, and market signals to derive optimal asset allocation weights. And finally implement these allocations dynamically into in-house model portfolios across market cycles.
• Investment Idea Generation: Lead the development of the “CIO Spotlight,” a weekly content series highlighting key investment themes. Collaborate with asset class specialists to incorporate their insights, while leveraging multi-asset views from proprietary models.
• Client Support: Support the sales team by recommending and curating investment solutions tailored to client requirements, while leveraging on proprietary tech to deliver your objectives. This requires some experience in portfolio construction and an ability to have a deep understanding of diverse client needs.
• Research & Content Writing: Write and present regular investment content on multi-asset views based on your research and our inputs from asset class specialists. Clear communication skills and an interest in writing are crucial.