Investment Analyst

Role & responsibilities

1. To analyse client segment data, analyse portfolio movements, align client portfolio as per
Group Model portfolio guidance

2. To interact with Invest Committee at Centrum Wealth and present new ideas on Equity, Debt
and other Investment products

3. Deep Analytics on equity research and asset allocation and create innovative portfolio design
of UHNI/HNI

4. To assist Regional Business Team (Private Wealth Managers) with relevant data-cut,
presentations