The Investment Analyst delivers timely portfolio performance analysis, manages client relationships, and supports investment strategy formation to drive client retention and portfolio growth.

• 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...