Total 3 job vacancies by Guoline Advisory Pte. Ltd.

The role conducts equity research and fundamental stock selection analysis to provide investment recommendations to the portfolio management team (consisting of the Chief Investment Officer and General Manager, Investment) and internal clients, and to assist with the management of the equity portfolios. The role will be part of a team of generalist equity analysts covering global equities.

The role requires strong analytical and financial modelling skills, along with excellent written and verbal communication skills.

MAIN JOB RESPONSIBILITIES

• Responsible for the screening of stock ideas, idea generation, bottom-up fundamental analysis, and due diligence of companies in order to make investment recommendations in-line with the team’s investment processes.
• Ability to apply bottom-up fundamental approach to equity research.
• Carry out due diligence on companies including conducting interviews with company management, competitors, suppliers, and customers where possible.
• Prepare financial models and written investment recommendations incorporating financial analysis and qualitative due diligence.
• Communicating investment ideas to the portfolio management team.
• Conduct ongoing due diligence and monitoring of portfolio companies.
• Monitor sector, market and economic conditions and assess their impact on portfolios.
• Assisting the portfolio managers with the management of the equity portfolios.
• Provide investment advisory services to internal clients where required.

QUALIFICATION & SKILLS REQUIRED

• Bachelor degree in a related field
• Additional professional certification, e.g. CFA preferred
• A minimum of 7-10 years’ experience of fundamental equity research on the buy-side or sell-side.
• Strong financial modelling experience, backed by a strong understanding of valuation and accounting methodologies and principles.
• Strong knowledge of investing and financial markets, particularly in the equity asset class.
• Intellectual curiosity & honesty.
• Excellent written and verbal communication skills.
• Strong knowledge of Microsoft Excel and Bloomberg.
• Self-motivated and able to work independently.

Responsibilities:

Legal

• Structure, draft and review legal documentation.
• Where necessary, assist in the negotiation of agreements and provide transactional legal support and guidance to the group’s Singapore business lines.
• Participating and providing support from a legal coverage and support on group-wide projects and the launch of new business lines and products.
• Liaise with and manage external counsel locally and internally to address legal needs of the group.
• Manage relationships and communication with regulatory bodies and authorities as well as industry groups.

Compliance & Risk Management

• Ensure compliance with the requirements applicable to the Asset Management licence.
• Prepare reports for Regulatory Authorities, Board of Directors and Management team.
• Ensure timely and accurate regulatory reporting for licensed entity.
• Keep abreast of applicable regulatory and statutory matters relevant to the industry to ensure that management is fully informed of current, new or proposed legislations.
• Responsible for risk assessment and risk review processes at client onboarding phase including AML/CDD/KYC/FATCA/CRS, ongoing review and administration.
• Review and maintain organisation’s Compliance and Risk Management policies and development of key risk and compliance documentation including FATCA/CRS review, BCP, Disaster Recovery Plan, Risk Assessment, Risk Management Processes and Procedures, Enterprise-Wide Risk Assessment process for the licensed entity.
• Provide training and ensure adherence with compliance and risk management policies and protocols by all staff.
• Ensure that a rigorous Operation Risk and Internal Control structure is established and implemented throughout the business and that appropriate controls are implemented.

Requirements:

• Bachelor of Laws degree with ICA qualification preferred.
• Minimum of 7 years of relevant working experience in the Asset Management, Wealth Management industry.
• Experience in implementing compliance and risk management framework in the financial industry.
• Excellent communication skills and provide proactive legal guidance.
• Ability to build and maintain effective internal and external relationships.

The role conducts equity research and fundamental stock selection analysis to provide investment recommendations to the portfolio management team (consisting of the Chief Investment Officer and General Manager, Investment) and internal clients, and to assist with the management of the equity portfolios. The role will be part of a team of generalist equity analysts covering global equities.

The role requires strong analytical and financial modelling skills, along with excellent written and verbal communication skills.

MAIN JOB RESPONSIBILITIES

• Responsible for the screening of stock ideas, idea generation, bottom-up fundamental analysis, and due diligence of companies in order to make investment recommendations in-line with the team’s investment processes.
• Ability to apply bottom-up fundamental approach to equity research.
• Carry out due diligence on companies including conducting interviews with company management, competitors, suppliers, and customers where possible.
• Prepare financial models and written investment recommendations incorporating financial analysis and qualitative due diligence.
• Communicating investment ideas to the portfolio management team.
• Conduct ongoing due diligence and monitoring of portfolio companies.
• Monitor sector, market and economic conditions and assess their impact on portfolios.
• Assisting the portfolio managers with the management of the equity portfolios.
• Provide investment advisory services to internal clients where required.

QUALIFICATION & SKILLS REQUIRED

• Bachelor degree in a related field
• Additional professional certification, e.g. CFA preferred
• A minimum of 6-8 years’ experience of fundamental equity research on the buy-side or sell-side.
• Strong financial modelling experience, backed by a strong understanding of valuation and accounting methodologies and principles.
• Strong knowledge of investing and financial markets, particularly in the equity asset class.
• Intellectual curiosity & honesty.
• Excellent written and verbal communication skills.
• Strong knowledge of Microsoft Excel and Bloomberg.
• Self-motivated and able to work independently.