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Trainee Analyst
Employment Type: Internship / Traineeship (3–6 months, flexible start date)
Reports To: Investment Lead / Director
Suitable For: Students, recent graduates, and mid-career individuals (no prior finance background required)
About the Role
We are seeking a motivated and detail-oriented Intern / Trainee Analyst to support our investment research and reporting activities. This role is ideal for individuals who enjoy working with data, are curious about how investments and markets operate, and are eager to gain hands-on experience in a small, collaborative business environment.
No prior finance experience is required—comprehensive training and guidance will be provided.
Key ResponsibilitiesResearch & Learning
- Research and summarize information on mutual funds, ETFs, and other investment products
- Monitor economic and market news, distilling key insights into concise, easy-to-understand summaries
- Build foundational knowledge of asset classes, portfolio construction, and investment concepts
Data & Reporting Support
- Maintain and update Excel-based trackers for fund performance and portfolio data
- Assist in preparing basic charts, tables, and summaries for internal reviews and presentations
- Organize and manage databases containing fund factsheets, market reports, and product documentation
Project & Presentation Support
- Assist in preparing materials for internal discussions, client-facing reports, or digital content
- Create clean, well-structured visual summaries and presentation decks (PowerPoint or Canva; training provided)
- Participate in brainstorming sessions on improving the clarity and presentation of investment ideas
Who This Role Is For
- Curious, responsible, and eager to learn, even without a background in finance
- Comfortable working with Excel or Google Sheets and able to identify patterns in data
- Interested in investments, personal finance, economics, or research
- Organized, detail-oriented, and enjoys turning information into clear, useful insights
Nice to Have (Not Required)
- Familiarity with Excel functions such as XLOOKUP, charts, and basic formulas
- Experience with PowerPoint, Canva, or simple data visualization tools
- Interest or experience in writing short summaries or reports
- Exposure to investment platforms such as Fundsupermart, Endowus, or Morningstar
What You'll Gain
- Practical exposure to investment research, financial products, and data analysis
- Flexible working hours in a supportive, small-team environment
- Step-by-step mentorship with opportunities to take ownership of projects
- Internship certificate and potential consideration for full-time opportunities
Employment Details
- Job Types: Full-time, Part-time, Internship, Fresh Graduate, Student Job
- Monthly Allowance: From $1,000
- Work Location: On-site
Job Types: Full-time, Part-time, Fresh graduate, Student job
Pay: $1, $2,500.00 per month
Benefits:
- Flexible schedule
Work Location: In person