Investment Analyst Manager

• Conduct in-depth fundamental, technical, and macroeconomic analysis on global public markets including fixed income (bonds), equities, REITs, ETFs, and related securities
• Prepare comprehensive financial models, valuations, and comparable companies analysis to support investment decisions and portfolio performance optimisation
• Monitor market trends, geopolitical developments, interest rate movements, and sectoral shifts affecting investment portfolios
• Evaluate and recommend investment opportunities based on risk-return profiles, valuation metrics, and strategic fit
• Track and report portfolio performance against benchmarks and investment guidelines
• Assess and monitor investment risks including market, credit, liquidity, and currency risks
• Manage and refine the internal investment process to enhance efficiency, transparency, and decision quality
• Ensure compliance with investment policies, regulatory requirements, and internal controls
• Prepare regular meeting materials and present findings to management for review and decision-making
• Mentor junior analysts to foster skills development and knowledge sharing

• Bachelor’s degree in finance, economics, or related disciplines. CFA qualification is preferred
• Minimum 8 years of working experience, including at least 7 years in investment research on listed equities, with expertise in analysing publicly traded companies and providing actionable recommendations
• A motivated and collaborative team player
• Excellent organizational and time management skills with the ability to manage different time zones effectively
• Exceptional presentation and communication skills, and capability of clearly conveying complex financial information to senior management
• High proficiency in Microsoft Office applications and Bloomberg

Wheelock Properties