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Portfolio Analyst

Achieve Group · Singapour

New
Junior 🇬🇧 English
Excel financial modelling

Job description

About the role

We are seeking a Portfolio Analyst to join a dynamic Portfolio Management team handling multiple markets. The role focuses on maintaining fund models, ensuring regulatory compliance, and supporting strategic initiatives across investment and operational functions.

Key responsibilities

  • Support daily fund operations and portfolio monitoring
  • Prepare monthly and quarterly investor and management reports
  • Assist with cash‑flow forecasting and financial analysis
  • Support regulatory reporting, KYC/AML, and compliance matters
  • Respond to investor queries and maintain fund documentation
  • Assist with fund setup and ad‑hoc projects

Required profile

  • Degree in Finance, Accounting, Business, Real Estate or a related field
  • 1–2 years of relevant experience in fund management, finance or investment operations (fresh graduates welcome)
  • Exposure to financial modelling or portfolio reporting preferred
  • Strong analytical, communication and multitasking abilities in a fast‑paced environment

Required skills

  • Advanced Excel proficiency
  • Financial modelling experience

Questions fréquentes

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Published 3 hours ago

Expires 1 month from now

4 views · 0 applications

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Achieve Group

Singapour