Investment Specialist

7 days ago


Jakarta, Jakarta, Indonesia Syailendra Capital Full time 80,000,000 - 120,000,000 per year

Job Description

Investment Specialist acts as the key link between the
Fund Management team
and the
Sales & Distribution team
. This role ensures that investment strategies, portfolio positioning, and market insights are effectively communicated to clients and internal stakeholders.

Key Responsibilities :

  1. Bridge between Investment and Sales to translate investment updates and strategies
    into clear talking points, client materials (pitching deck, etc) and sales narratives
    .
  2. Product & market intelligence to provide product insight
    and recommend enhancement to align with client demand or market trends.
  3. Client & partner engagement
    to prepare and deliver presentations, webinars and product briefings.

Qualifications & Requirements :

  • Bachelor's Degree in Finance, Economics and Accounting or related field
  • 1-2 years of experience in finance and investment industry and/or product specialist role
  • Basic understanding of investment, especially Mutual Fund and Financial Market

Skills :

  • Strong analytical, excellent communication and presentation abilities to simplify complex investment concepts
  • Proficiency in Microsoft Office (Excel, PowerPoint)
  • Fluent in English (both written and verbal)
  • High attention to detail, integrity and adaptability in a fast-paced market environment


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