Investment Analyst
at MINDFUL WEALTH PTE LTD
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 22 Sep, 2024 | USD 5000 Monthly | 22 Jun, 2024 | 1 year(s) or above | Numbers,Bloomberg,Finance | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
THE COMPANY:
Mindful Wealth is a boutique Wealth Management firm with operations around the world. We provide discretionary and advisory services to HNW individuals and families, helping them to reach their personal financial goals with tailored-made solutions. We also manage our own in-house funds, aiming to provide solid returns while resulting in real social and environmental benefits.
SUMMARY:
The successfully candidate will work as a member of the Funds & Investments team. The role will be involved in the analysis and due diligence of investments, to keep monitor portfolio’s holdings and to help with client reporting, to provide support to fund setup and fund administration, and to supervise trade reconciliation and maintain our in-house portfolio management system.
After satisfactory completion of the training and evaluation period, the candidate is expected become a MAS Appointed Representative where he/she will be executing trading orders.
REQUIREMENTS
- Bachelor’s degree with a Major in Finance or related discipline
- 1 years of relevant experience in the financial industry
- Proficient in Microsoft Suite, and Bloomberg
- Able to work independently with excellent attention to details and sensitive to numbers
- Highly motivated with a positive attitude, willing to go the extra mile to meet goals with the team
- An existing MAS representative under SFA is a plus
How To Apply:
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Responsibilities:
- Analysis of portfolio and prepare monthly/quarterly reports
- Stay abreast of market, monitor clients and funds’ holdings
- Support the funds team in fund setup and fund administration
- Supervise trades and accounts’ reconciliation
- Prepare and maintain fund presentation and relevant marketing materials
REQUIREMENT SUMMARY
Min:1.0Max:6.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Finance or related discipline
Proficient
1
Singapore, Singapore