job description
Join Recruit Now as an Investment Analyst in the vibrant financial hub of Bali, Indonesia! This is a unique opportunity to leverage your expertise in investment products and client-facing roles while working in one of Southeast Asia’s most dynamic markets.
As an Investment Analyst, you will play a pivotal role in analyzing financial data, managing stakeholder relationships, and driving investment strategies that deliver measurable results. With a competitive salary package of up to $5,000 per month plus performance bonuses, this role offers both financial rewards and professional growth in the Banking & Financial Services sector.
Based in Badung (covering Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, or Kuta), you’ll collaborate with a diverse team of finance professionals while enjoying Bali’s unparalleled work-life balance. Whether you’re advising high-net-worth clients or optimizing investment portfolios, your contributions will directly impact business success.
If you have a strong understanding of investment products, a proven track record in stakeholder management, and a passion for financial markets, we want to hear from you. Apply today to take the next step in your career!
Responsibility
- Conduct in-depth financial analysis and market research to identify investment opportunities.
- Develop and present investment strategies and recommendations to clients and senior management.
- Manage client portfolios, ensuring alignment with financial goals and risk tolerance.
- Build and maintain strong relationships with clients, stakeholders, and financial institutions.
- Monitor and evaluate portfolio performance, adjusting strategies as market conditions evolve.
- Prepare detailed financial reports, presentations, and investment memos for internal and external stakeholders.
- Stay updated on global economic trends, regulatory changes, and emerging investment products.
- Collaborate with cross-functional teams to optimize investment processes and client service delivery.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field; CFA or MBA is a plus.
- Minimum 3+ years of experience in investment analysis, financial advisory, or a similar role.
- Proven experience in client-facing or stakeholder management roles within the financial sector.
- Strong understanding of investment products (equities, bonds, derivatives, alternative investments, etc.).
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in financial modeling, valuation techniques, and portfolio management tools.
- Superb communication and presentation skills to articulate complex financial concepts clearly.
- Ability to work in a fast-paced, dynamic environment with a high degree of autonomy.