Total 230 research associate job vacancies in Finance / Banking / Insurance category in Islandwide

Job Overview: Our client is seeking a skilled Investment Research Analyst to join their family office based in Singapore. As an Investment Research Analyst, you will play a crucial role in assisting with investment decision-making by conducting thorough market research, financial analysis, and due diligence. You will work closely with the team to provide comprehensive investment recommendations and contribute to the achievement of the family office's financial objectives.

Key Responsibilities:

• Conduct in-depth research and analysis on potential investment opportunities across various asset classes, including equities, fixed income, real estate, private equity, and alternative investments.
• Evaluate and analyse financial statements, company performance, industry trends, and macroeconomic factors to identify investment prospects and risks.
• Prepare detailed investment reports, investment memos, and presentations to present findings and recommendations to senior management and investment committees.
• Monitor and track existing investments, including performance analysis and regular updates on market conditions, industry dynamics, and regulatory changes.
• Assist in portfolio management activities, including asset allocation, risk assessment, and performance evaluation.
• Stay updated on industry developments, regulatory changes, and best practices in investment research and analysis.

Key Requirements:

• Bachelor's degree in finance or CFA qualifications.
• Must be able to work legally in Singapore.
• Bilingual in English and Mandarin for handling Mandarin speaking clients.
• Strong financial analysis skills with a deep understanding of investment valuation techniques, financial modelling, and quantitative analysis.
• Proficiency in utilizing financial databases, research tools, and software (e.g., Bloomberg, FactSet, Morningstar, Excel, PowerPoint) to gather and analyse investment data.
• Excellent written and verbal communication skills to prepare comprehensive investment reports and effectively communicate findings and recommendations to stakeholders.
• Professionalism, integrity, and a strong work ethic to uphold confidentiality and high ethical standards in handling sensitive financial information.

EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)

EA Personnel Name & Registration Number: Simone Sim (R23118263)

Our client is an upcoming Southeast Asia-focused industrial developer and fund manager. Led by an executive team with a wealth of industry experience, they have their sights set on becoming the largest logistics investment platform in APAC. The company is built on a firm foundation and is actively engaged in a rich pipeline of deals. In joining their team, you'll have a unique opportunity to learn, grow, and make a significant contribution in a vibrant and dynamic start-up environment.


Key Responsibilities:

• Play a pivotal role in the accounting operations of the fund management company and oversight of operating companies and investments
• Manage the accounting operations including month end accruals, and monthly review, prepare monthly management reports and closing for the financial year
• Review full set of accounts and schedule and liaise with outsource accounting team for accounting issues, adjustment and other matters
• Assist with performing of annual budget and forcast analysis
• Manage and monitor cash flow and payment matters
• Assist with compliance reporting for Monetary Authority of Singapore (MAS), ensuring the company meets all regulatory requirements.
• Any other duties as assigned

Qualification and Skills:

• Bachelor’s degree or professional accreditation certificates in accounting.
• More than 5 years of experience in finance/accounting, preferably in the financial industry
• Strong financial reporting skills are essential, and with audit background preferred
• Independent, and self-motivated individual with hands-on experience.
• Team player with positive attitude and proactive approach to work with a strong sense of responsibility and ownership
• Ability to thrive in a start-up environment, taking initiatives, managing supervisory responsibilities, and navigating through challenges.
• Fluency in Mandarin is required for effective communication with Mandarin-speaking stakeholders.

Job Description & Requirements

Banking Associate

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Local diploma / Full 'A' Level Cert / Degree

- Fresh grads are welcome

- No experience

Responsibilities

• Assist the Finance Manager in managing the full spectrum of financial accounting and reporting for Group entities.
• Assist in year-end closing of accounts and prepare financial statements according to applicable financial reporting standards including consolidation, and tax returns.
• Assist in the annual audit process for Group entities and act as one of the main points of liaison with auditors, especially on technical matters.
• Review and submit quarterly GST filings and corporate income tax filings.
• Assist in MAS reporting and surveys in relation to asset management business.
• Assist in other ad-hoc reports/schedules.
• Assist in prompt payment of expenses for Group entities.
• Assist in all corporate secretarial matters including reviewing board resolutions and ensuring proper maintenance of all secretarial documents.
• Assist in ad hoc projects whenever required.

Requirements

• Degree in Accounting/Finance (or equivalent) qualifications with 1-2 years of post-qualification experience.
• Has prior experience working in a buy side asset management, family office, or audit firm, particularly from Big 4 will be preferred
• Keep abreast of local accounting and taxation regulations and provide support to the Group.
• Good appreciation of financial and internal controls, with the ability to balance requirements for internal control with efficiency.
• Knowledge of consolidation, accounting principles and tax principles across jurisdictions relating to funds and asset management would be advantageous.
• Able to work independently and under pressure in a small team. Must be organised and able to multi-task and work to tight deadlines.
• Must be flexible often dealing with ad-hoc queries from various stakeholders.

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

- Attend monthly investment monthly fund house talks and market updates (fully funded by company)

- Relationship Management with existing clients and external stakeholders

Training provided:

- Training by more than 30 Global Asset Managers such as BlackRock, JP Morgan, Goldman Sachs, Franklin Templeton, Schroders

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

- Monthly and Quarterly Incentives (Monetary and Non-Monetary)

Requirements:

- Able to work and communicate well in a highly collaborative environment

- Team Player

- Bachelor's Degree

- Go getter

- Candidates with a background in Wealth Management or Banking & Financial Services would have an added advantage

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Job Description

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training Provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

To assist Finance Manager in managing the overall financial closing, reporting tasks and operational activities for TEPL. An individual in this role will also be responsible for managing and accounting for the financial transactions within and across finance teams to deliver timely and accurate financial data (record to report).

Make an Impact by:

• Preparation of accounting journal on timely basis and ensure that the accounting entries are correct before posting onto SAP.
• Generate and gather from various reports to a consolidated file based on work instructions and ensure the consolidated files are complete and accurate before send to users.
• Prepare weekly/periodic management reports within the specific deadlines to assist the Finance Manager in ensuring accuracy and timely reporting to retail channel.
• To perform periodic reconciliation of certain balance sheet accounts within the specific timeline
• Collecting and gathering input from users and perform rebates allocation to customer segments.
• Preparation of vouchers journal entry for both intercompany transactions and external agencies, including raising intercompany invoices
• To assist Finance Manager in preparation of statutory financial statements in accordance to specific deadlines to ensure compliance to statutory requirements
• Undertake any ad-hoc duties as and when assigned.

Requirements

• Recognised Formal Accounting qualification or higher.
• At least 3 of experience
• Business/accounting skills, MS office
• Communicates well with all levels, Problem solving, Independent.

• Around 3 to 8 years of investment accounting/fund operations experience
• Open to fund admin professionals from fund admin provider firms who is keen to move into an in-house fund operations/ admin role with a fund mgt firm
• Also open to associate/ accountants with fund admin/ operation buyside firms

Our client is an established and blue-chip PE/investment firm. It is based in town. It invests in private equity funds, with a focus on the development and innovation of new investment platforms and products to make private equity (“PE”) accessible to a broader group of investors.

The co is a dynamic and innovative firm that looks to bring onboard energetic, smart and motivated individuals who have a keen interest in investments & finance.

Key Responsibilities

This is an investment ops/fund ops role. There would also be some project work that involve the providing of fund ops inputs and doing testing where needed.

Ongoing Investment ops/ fund ops job scope

• Assist in the activities for a group of investments funds, including, but not limited to, accounting, audit, tax (local, overseas and GST), statutory, payment and budgeting
• Assist with investment operations process which includes (but not limited to):

-Assist in the check of daily deliverables from fund administrators

-Checking & processing of drawdowns and distribution, both investments and

investors;

-Coordinating with fund administrator and/or GP for queries and reports;

-Assist with onboarding matters, including fulfilling KYCs, for new investments and periodic CDD;

-Checking of performance metrics and ensuring data integrity;

• Work closely and coordinate with all business units and external parties to support the regular reporting deliverables and deadlines

Projects (on ad hoc basis)

• Assist and support in checking data for data migration
• Participate and provide inputs in new workflow, system implementation, and project coordination where required
• Participate in other work processes and ad-hoc tasks where required
• Initiate efficiency improvements to control enhancements

Requirements

• Degree in Accountancy/Finance/ACCA/CA Equivalent.
• Around 3 to 8 years of investment accounting/fund operations experience
• Open to fund admin professionals from fund admin provider firms who is keen to move into an in-house fund operations/ admin role with a fund mgt firm
• Also open to associate/ accountants with fund admin buyside firms
• Organized with strong written and verbal communication skills
• Meticulous and able to work independently with tight deadlines in a fast-paced environment
• Keen learner with a positive attitude.
• Aptitude in standard computer software (including PowerPoint, Excel and Words)
• Open to some occasional long hours

To apply, pl send your cv in word doc to resume@cap-cg.com. Pl also include details on your current salary, expected salary and notice period in your cv.

We regret to inform that only shortlisted candidates will be notified.

Posted by:

CAP Consulting (EA license: 14C7175)

Caroline Poh (EA Registration: R1105649)

Date ad is posted - 18 April 2024

Job Highlights:

• Contract Duration:6 months agency contract (Maternity Cover)
• Salary range: $3500 - $4500 (based on experience)
• Nearest MRT: Paya Lebar MRT
• Working hours:Monday – Friday; 830am – 6pm

Job Requirements:

• Diploma or Degree in Accounting
• At least 3 years of experience in finance operational management and accounting.
• Proficient in MS Office and SAP.

Job Description:

• Assist Finance Manager in managing financial closing, financial reports, financial transactions, and financial operations duties.
• ·Reconciliation of balance sheet accounts.
• Prepare and verify accounting journal entries for SAP uploading.
• Generate and consolidate financial reports.
• Voucher journal entry for internal and external transactions.
• Preparing of financial statements.
• Handle and generate financial data reporting.
• Other adhoc duties assigned.

Interested applicants, please apply via the job portal or forward your CV to giovanna.widjaja@bgc-group.com

Giovanna Widjaja

Outsourcing Team

Reg No: R22108890

BGC Group Pte Ltd

EA Licence number: 05C3053

Join Our Finance Team!
Position Available: Associate Executive, Finance (6 months contract)
Location: Connection One
Salary Range: $2,500 to $3,500 (depending on experience)

Job Description:
We are seeking a motivated Associate Executive to join our Finance team for a 6-month contract. This role requires a minimum of 1 to 2 years of experience in Accounts Receivable (AR) or General Ledger (GL) functions.

Key Responsibilities:
Handle financial, costing, and management accounting tasks.
Manage corporate governance matters within the finance domain.
Perform AR and GL functions including billing, collections management, and schedule preparation.
Collaborate with other departments on finance-related projects.
Prepare and report financial data to internal and external stakeholders regularly.
Undertake adhoc assignments as required.

Requirements:
Proficiency in Microsoft Excel and accounting software.
Strong analytical skills with attention to detail.
Ability to work independently and within a team.
Excellent communication and interpersonal skills.

Working Hours: Office hours, Monday to Friday.

If you are passionate about finance and looking for a challenging opportunity, we invite you to apply! Please submit your resume Jocelynchan@recruitexpress.com.sg

Jocelyn Chan| Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience)
Company EA Licence number : 99C4599
Personnel EA License: R1331820

Job Description & Requirements

Banking Associate

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Local diploma / Full 'A' Level Cert / Degree

- Fresh grads are welcome

- No experience