- Pickering Street Outram Central Region (Singapore) Singapore
EXCELSIOR FINANCIAL Hiring! Investment Analyst Intern in Central Region (Singapore) - Ricebowl
Investment Analyst Intern
EXCELSIOR FINANCIAL
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Job Description
Responsibilities
Duration: 6 Months
Advisor's Clique is a financial advisory practice representing Great Eastern, one of Southeast Asia's most established life insurance and financial services groups. We are committed to helping our clients make informed, confident investment decisions.
The Role
In this investment analyst role, you will contribute directly to fund research, client communications, and educational presentations.
Job Scope
Fund research & analysis
Evaluate the performance of current funds across asset classes and market conditions
Analyse the underlying companies within each fund to assess quality, risks, and growth potential
Monitor market developments and distil findings into meaningful insights
Client communications
Contribute to monthly investment newsletter for our client base
Prepare and send weekly market updates to clients, highlighting key headlines and their portfolio implications
Presentations & Client Education
Present fund analyses and investment recommendations to audiences of 30 or more
Help clients understand which funds are suited to their goals through clear, confident communication
Who We’re Looking For
Pursuing or recently completed a degree in Business, Finance, Economics, or a related discipline
Interest in financial markets, investment products, and wealth management
Strong analytical skills with the ability to communicate complex ideas clearly, both verbally and in writing
Comfortable with public speaking, or eager to build that skill in a real-world setting
Proactive, detail-oriented, and able to manage recurring deliverables independently
What You’ll Gain
Hands-on experience with fund analysis and investment research
A portfolio of professional client communications and newsletters
Presentation experience in front of live audiences
Industry exposure through Great Eastern's investment product suite
Mentorship from experienced financial advisors
Advisor's Clique is a financial advisory practice representing Great Eastern, one of Southeast Asia's most established life insurance and financial services groups. We are committed to helping our clients make informed, confident investment decisions.
The Role
In this investment analyst role, you will contribute directly to fund research, client communications, and educational presentations.
Job Scope
Fund research & analysis
Evaluate the performance of current funds across asset classes and market conditions
Analyse the underlying companies within each fund to assess quality, risks, and growth potential
Monitor market developments and distil findings into meaningful insights
Client communications
Contribute to monthly investment newsletter for our client base
Prepare and send weekly market updates to clients, highlighting key headlines and their portfolio implications
Presentations & Client Education
Present fund analyses and investment recommendations to audiences of 30 or more
Help clients understand which funds are suited to their goals through clear, confident communication
Who We’re Looking For
Pursuing or recently completed a degree in Business, Finance, Economics, or a related discipline
Interest in financial markets, investment products, and wealth management
Strong analytical skills with the ability to communicate complex ideas clearly, both verbally and in writing
Comfortable with public speaking, or eager to build that skill in a real-world setting
Proactive, detail-oriented, and able to manage recurring deliverables independently
What You’ll Gain
Hands-on experience with fund analysis and investment research
A portfolio of professional client communications and newsletters
Presentation experience in front of live audiences
Industry exposure through Great Eastern's investment product suite
Mentorship from experienced financial advisors
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