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Associate/Sr. Associate, Asset Allocation & Strategy

About the job

Position Summary: This role is primarily responsible for creating asset allocation programs, portfolio research projects. Evaluate, execute and monitor complex funds and investments. Monitor and update Wealth Management’s clients.
Responsibilities:

• Create asset allocation programs for execution with client accounts and provide recommendations to SRM/RM.
• Conduct regular and as assigned investment and portfolio research projects and stays informed of developments in the market.
• Assist RM/SRM in producing tailored market, investment and asset allocation structuring for HNWC.
• Evaluate, execute and monitor complex funds and investments.
• Monitor and update Wealth Management’s clients and prospecting materials to reflect current situation, as well ensure data and market information is current.
• Research securities of target industries and companies to provide investment recommendations.
• Collect company data to facilitate recommendations.
• Develop and write research reports to be presented to management.
• Maintain up to date knowledge of financial services industry happenings and current events.
• Analyze financial information, and conduct analytic and strategic research, in order to meet client needs.

Requirements
Education: Bachelor's degree in Finance, Economics, Business Administration or any related field.
Experience: 1-3 yrs experience in same/ relevant field or Fresh Graduate.
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