Investment Analyst

Roles & Responsibilities

Support HNW client portfolios, analyze investments, develop tools in Python, and help grow the business through insights & outreach.

Responsibilities :

• Assist with onboarding and support for high-net-worth clients.
• Contribute to portfolio reviews and investment proposals across various asset classes.
• Monitor financial markets and assist in idea generation and product development.
• Identify prospective clients through research and help with outreach efforts.
• Support marketing and educational events to engage existing and potential clients.
• Build dashboards and automate trade / performance reporting tools.
• Conduct financial data analysis and back-testing of strategies.
• Coordinate with internal teams for seamless client service delivery.
• Participate in product and platform development discussions.

Requirements :

Please send your application, including your resume and current and expected salary, to Careers@sg.drakeintl.com , quoting reference IIA / HHL .

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request.

Only shortlisted candidates will be notified.

Registration No. R1656042 | EA License No. 11C3510 | Drake International

Tell employers what skills you have

Wealth Management

Investment Advisory

Pandas

Microsoft Excel

Data Analysis

Valuation

Investments

ETFs

Quantitative Finance

Event Planning

Python

Bonds

Presentation Skills

Matplotlib

Equities

Service Delivery