Job Summary The Investment Analyst delivers timely portfolio performance analysis, manages client relationships, and supports investment strategy formation to drive client retention and portfolio growth.
Responsibilities - Lead the development of investment strategies for potential and existing clients to align with their financial goals
- Manage client relationships proactively by updating clients on portfolio performance and market trends using Salesforce and client matrix tools
- Draft investment collaterals including weekly market updates, monthly macroeconomic EDMs, and investment recommendation templates to support client communication
- Oversee end-to-end trading processes, including trade submission and verification, ensuring accuracy and compliance
- Manage money market holdings and implement drip feeding strategies for in-house and third-party investment products
- Deliver accurate and timely portfolio per...