Summer Insights Program Investment

  • Job Ref.No: 01179742
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 05/07/2022
  • Country: Singapore

Part time Job Description

We are looking for suitable candidates for our insights program. Depending on the demographics of the participants, shortlisted candidates may choose to commence immediately or during summer breaks

There will be multiple intakes for each of these 3 programs scheduled as follows:
February intake,
and May to July (Candidates on summer break)

The program is suitable for the following demographics:
- Undergrads who are looking for a part time flexible program to gain insights to the investment analysis, advisory, compliance or business consultancy (with focus on employee benefits and corporate solutions) roles
- Undergrads looking for summer/ adhoc program to hone their skills and upgrade their knowledge in these areas
- Individuals awaiting for matriculation

This opening is an opportunity for undergrads/candidates who have a strong interest in investment
[1] Investment Insights Program
This is a holistic program consisting of 3 areas - 1) Regulatory requirements & compliance 2) Analysis and presentation and 3) Clientele Facing/advisory. Some of these trainings are conducted by our independent working partners
Regulatory requirements and compliance
Job Requirement
  • Shortlisted candidates will attend talks and seminars (may be conducted virtually) by an investment lawyer to understand the regulatory and compliance aspect of certain investment products. This may be helpful for candidates who are keen to understand about some of the compliance functions in an investment setting/for candidates who are exploring compliance roles upon graduation to seek some insights to the industry. This is useful for candidates who wish to pursue a holistic understanding of investment products, starting from the regulatory/compliance requirements
  • Shortlisted candidates will also be mentored directly by a boutique fund manager over 6 sessions. They will assist in the research and trends observation and due diligence reporting for the boutique fund house and report directly to the investment analyst/fund manager during this period.
  • Candidates may shadow fund manager to understand how investment decisions are being made after reports are generated and analysis conducted for
  • Candidates will be also tasked to perform analysis on a chosen portfolio of funds/equities during this period of time, as well as come out with presentations for the fund managers and trainers for assessment purposes
  • Candidates will also concurrently attend 3 investment classes (Advisory based classes) to understand the different funds used and perform case studies and research
  • Clientele Advisory/Front Facing/Clientele presentation roles
  • Shortlisted candidates will be chosen for front facing roles, which will further hone the understanding of the advisory process in investment
  • Front facing roles may include wealth management advisory for clients from different demographics/segments
  • Presentation may be carried out to the clientele with the supervision of a mentor
  • Exposure for those who wish to pursue wealth management/relationship management roles in the future
  • Candidates will be expected to fulfil 1 backend role exposure + 1 front facing exposure during this insights program to complete the program
Contract length: 1 to 3 months
Part-time hours: 20 per week
Job Types: Full-time, Part-time, Temporary, Internship
Salary: $1 to *** per month
Job Types: Full-time, Part-time, Temporary, Internship, Contract
Salary: $1.00 - *** per month

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