Executive, Investment

PhillipCapital Group is a leading integrated financial institution headquartered in Singapore with a global presence in over 15 countries. In Malaysia, we are recognized for our strong reputation in capital markets, offering innovative financial solutions in broking, asset management, financial planning, and investment research.

The duties and responsibilities of Executive, Investment include but not limited to the following:

1. To perform statistical analysis, including the preparation of daily fund returns and unit trust statistical tables;
2. To perform the supporting role in marketing related activities, including preparing presentation decks for fund managers;
3. To assist the fund manager in unit trust rebalancing;
4. To prepare performance reports and other related reports on unit trust portfolios;
5. To undertake any assignment as and when instructed by the superior and/ or the Management.

Requirements:

1. Degree in Finance, Economics, Accounting or Business Analytics; or 1-2 years’ experience in the similar line work
2. Intermediate to Advance Excel
3. Strong attention to detail and accuracy
4. Ability to work with Investment data
5. Basic understanding of equities, bonds, unit trusts and portfolio management
6. Knowledge in Power BI, SQL, VBA or Python (a bonus)
7. Good organizational and communication skills
8. Familiar with Bloomberg, Refinitiv or other market data platforms (an advantage)