Portfolio Reporting & Management
- Performance Monitoring: Monitoring and analysing investment performance metrics, including portfolio returns, asset allocation, risk measures, and benchmark comparisons, to evaluate the effectiveness of investment strategies.
- Reporting and Documentation: Generating investment operations reports, including investment performance & other relevant metrics reports, risk reports, and compliance reports, to stakeholders.
- Risk Management and Process Improvement: Identifying opportunities for process improvement and implementing changes to streamline investment reporting.
Financial Management and Reporting
- Oversea financial operations, including budgeting, forecasting, financial analysis, and cash flow management.
- Update and maintain portfolio analytics database.
- Generate comprehensive summary reports on portfolio performance, asset allocation, and other relevant metrics for internal use.
Strategic Financial Planning:
- Assist with roll-out of financial strategies and initiatives to support business growth and profitability.
- Provide financial guidance and recommendations to senior management and key stakeholders.
Risk Management and Compliance:
- Identify and assess legal, regulatory, and financial risks facing the company.
- Ensure compliance with tax laws, regulatory requirements, and financial reporting standards.
- Other Ad-Hoc projects as assigned
Qualifications:
- Bachelor’s degree in Finance & Accounts from NUS / NTU /SMU etc is required.
- 1-2years of internship/ Full time experience in Finance/ Investment Operations roles, ideally with exposure to financial management
- High Calibre freshers are welcome to apply
- Strong understanding of accounting standards, general corporate law, financial principles, and regulatory requirements.
- Excellent communication, negotiation and analytical skills
- Ability to multitask, prioritize and manage complex projects effectively
- Proficiency in financial analysis tools, accounting software, Bloomberg and Microsoft office suite.
