Investment Analyst

PRIMARY DUTIES AND RESPONSIBILITIES

• Create, implement and coordinate a comprehensive Investment Policy Statement (IPS) for clients.


• Determine client financial objectives and outline investment parameters and benchmarks


• Implement an asset allocation strategy around the risk profile and benchmarks agreed with clients


• Adhere to the investment policy and client objectives to minimize risk and maximize returns


• Co-ordinate with brokers, custodians and third party entities to offer products to clients


• Coordinate efforts with other group entities on sourcing and evaluating products and services.


• Source and select a diversified set of asset managers to offer investment products to clients


• Identify investment opportunities that are tax and fee efficient


• Maintain and monitor asset allocation strategies for all clients


• Attend client meetings and discuss portfolio performance and investment strategies


• Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies

OTHER DUTIES

• Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.


• Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, Skills, and Experience

• 5-7 years experience in an analyst role in the asset management or wealth management space


• Degree in Economics or Finance


• Strong quantitative skills and knowledge of investments, asset allocation and portfolio management


• Should demonstrate strong ability to review and analyze financial statements


• Solid understanding of portfolio risk and being able to run attribution analyses on investment data


• Should have an understanding of trading and best practices in trade execution


• Detail-oriented, excellent communication skills and being able to articulate investment ideas clearly


• Have the ability to present investment ideas and perform investment reviews to clients, sales and management teams


• Familiarity with Bloomberg, Excel and other financial software


• Strong team player, with a hunger to learn and grow in an entrepreneurial setting


• Should be able to work independently with minimum direction and be familiar with broad industry/investment trends


• Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven


• Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.


• Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.


• Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.


• Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.


• Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.

For queries, please contact: Jobs@amicorp.com