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Asset Management – 1 Year Investment Reporting Analyst - Singapore - MORGAN MCKINLEY PTE. LTD.
Description
Roles & Responsibilities· Prepare portfolio performance reports for investment product
· 12 months contract/ Highly Convertible/ CBD/ Hybrid model
· Possess 3 years of experience in investment portfolio management/ data analytics
· Proficiency in Advanced Excel is MANDATORY/ Power BI is a plus
· Basic Salary up to $ Month Completion bonus
Job Responsibilities:
· Prepare and design tailored reports to meet new reporting requirements for Clients/ Consultants/Data Vendors.
· Prepare and conduct quality control of monthly, quarterly and periodical reporting.
· Co-ordination of information flow between all relevant internal business areas to ensure all reports allocated are completed accurately and in a timely manner.
· Ensure that accurate reporting records and databases (Client Service Level Agreements, IMAs, and Report Schedule Guidelines) are maintained in accordance with departmental procedures and required for management information metrics.
· Ensure of a strong working relationships with all external/internal clients as appropriate, ensuring clear and accurate communication and responding to queries in a timely manner.
· Collaborate with internal stakeholders and relevant business areas on projects to improve procedures and raise the standards of team.
· Contribute to identifying areas for continuous improvement within Client Reporting.
Job Requirements:
· Min 3 years of experience in investment portfolio management and data analytics/ client reporting
· Proficiency in advanced Excel and Microsoft Office
· Knowledge in Power BI & Power Query is a strong plus
· Good knowledge on investment products
· Understanding of performance principles and calculations.
· Ability to communicate effectively, strong analytical and problem solving abilities. Good interpersonal and strong problem solving skills
How to Apply
Interested candidates kindly send your resume over to and attention to Celine Lee with the position title stated above. Alternatively, you may reach out to me via whatsapp at
I regret to share that only shortlisted candidates will be notified.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to Morgan Mckinley Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at You acknowledge that you have read, understood, and agree with the Privacy Policy.
Morgan McKinley Pte Ltd
Cain Yee
EA Licence No. 11C5502
Registration No. R1329079
Tell employers what skills you haveWealth Management
Microsoft Office
Valuation
Investments
Advanced Excel
Portfolio Management
Investment Performance
Client reporting
Data Analytics
Power BI