Client Service and Reporting Analyst, Global Asset Management
WilsonHCG Singapore Pte. Ltd. SingapourClient Service and Reporting Analyst, Global Asset Management
A regional asset management firm is looking to hire a Client Service Support Professional to partner with key institutional clients and global prospects.
This role sits at the crossroads of client servicing, portfolio reporting, investor relations, business development support, and client research. The individual will collaborate closely with internal teams across Investments, Operations, and Compliance to deliver an exceptional client experience
This is a high-ownership role in a lean, dynamic environment—ideal for someone with strong analytical skills, meticulous attention to detail, intellectual curiosity, and a willingness to step beyond a fixed job scope when needed.
Key Responsibilities
Client Servicing & Relationship Support
- Act as a primary point of contact for day-to-day client servicing matters
- Coordinate client communications, meeting materials, and follow-up actions
- Attend portfolio review meetings and document key discussion points
Client Portfolio Reporting & Analytics
- Prepare weekly, monthly, quarterly, and ad-hoc client reports and presentation decks
- Support performance calculations, attribution analysis, and portfolio analytics
- Address client inquiries on performance, positioning, and firm updates
- Maintain high standards of accuracy, consistency, and timeliness across all deliverables
Investor Relations & Business Development Support
- Conduct research on existing and prospective clients, including mandate suitability and engagement history
- Assist in preparing investment presentations, pitch books, and due diligence material
- Support and maintain the investor pipeline and CRM databases
Requirements Experience & Background
- Open to consider 3–5 yrs junior Private Bankers/Corp Bankers /Junior Equity Sales / existing Asset Management Sales Support with good equity product exposure willing to show patience, passion and accountability
- CFA levels a plus, understanding equity valuation skills essential
- Experience working with institutional investors, family offices, or sophisticated HNW clients
Consultant Registration No. R1332494
Singapore Employment Agency License No: 16S8069
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