Designation: Investment Advisor
Location: Singapore
Experience: Relevant experience in Research / Portfolio Management / Advisory in an Asset Management / Wealth Management firm
Kristal.AI is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors. We currently manage close to USD 180 million of AUM in Singapore, Hong Kong & India.
We are in the process of setting up a next generation Investment advisory platform and are looking for a Financial Advisor to be a part of this team.
Key responsibilities:
- Design investment strategies
- Curate high performing mutual funds and ETFs
- Develop innovative buy & hold strategies using domestic market assets which can be used by clients for passive investments
- Backtesting / validation of these strategies
- Create client materials detailing these strategies
- Assist in managing customer portfolios using Kristal proprietary algorithms
- Tracking, computation and reconciliation of P&L, performance of each trading strategy on a daily / weekly basis
- Execution of trades on a daily basis
Ideal candidate has:
- MBA / Masters in Finance from a leading university
- 0+ years’ experience preferably in research / trading / advisory at any financial institution / fintech house
- Strong understanding of different financial products
- Attention to detail
- Programming skills in Python is a plus
About us:
We are an award-winning AI-driven investment management company, operational in Singapore, Hong Kong and India. We specialize in building best-in-class investment portfolios, strategized by some of the world's top financial advisors, while our proprietary Advisory Algorithm helps our clients to choose the best portfolios (branded as Kristals) best suited for their financial goals and risk profiles.
Our diverse team comprises 100+ people spread across three countries, backed by a strong and supportive management team comprising of IIT and IIM alumni, with a combined 50+ years of work experience in JP Morgan, Citibank, BNP Paribas, Yahoo, Cognizant, and IBM Security. We are also backed by a leading VC in India - Chiratae Ventures (formerly IDG ventures).
For further information visit us at www.kristal.ai
