Investment Analyst (ASEAN)
At a glance
Mid-level Investment & Corporate Development role at Ocbc.
Pay not stated Investment Analyst salary
financeroles summary, based on the employer's posting.
What you'll do
- Shape portfolio strategies with investment advisors around clients’ asset mix, goals and tolerance for risk
- Share house perspectives and investment ideas with relationship managers and financial investment consultants
- Build pitching proposals from the criteria relationship managers provide
- Track market offerings, develop product concepts and follow approved ideas through promotion
- Monitor trading concepts across cash equities, bonds, foreign exchange and structured products while following applicable rules
What you bring
- A degree in finance, business, economics or banking
- Strong product knowledge across asset classes
- Clear communication, analytical judgment and strategic thinking
Who this fits
You’ll suit a front-office investment specialist role supporting relationship managers on client portfolios. The work calls for close coordination with investment advisors and collaboration across departments in a fast-moving setting.
From the employer
Bank of Singapore opens doors to new opportunities.
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Investment Analysts (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with the Investment Advisors to support the Relationship Managers in managing client portfolios.
Responsibilities
Working along side Investment Advisors to formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
Disseminate house views and product ideas to the RMs and FIMs
Create investment proposals based on the criteria provided by the RMs for pitching purposes
Participate in product idea generation and solutions by: (a) keeping abreast of products in the market; (b) proposing new product ideas; (c) promoting ideas approved and endorsed by the Product Council where applicable; (d) developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
Ensure adherence to internal and external regulations and policies at all times
Qualifications
Bachelor's degree in the fields of either Finance, Business, Economics or Banking
Preferably CFA and CACS certified
Strong knowledge of products across asset classes
Strong interpersonal and communications skills
Strong analytical and strategic thinking skills
Possess future oriented mindset, strive to innovate and adapt to changes
Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
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