Investment Products Intern (Jan-Jan)

UOB•Phoenix, AZ

13h

About The Position

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. The intern will support the Investment Products team, covering Unit Trust, Structured Products, and Equities, with a primary focus on business and data analytics. This role involves analyzing product performance, client segmentation, and market trends to drive data-driven decision-making. The successful candidate will assist in developing dashboards, conducting competitor benchmarking, and supporting strategic initiatives that enhance advisory solutions, platform capabilities, and digital engagement.

Requirements

Currently pursuing a recognized university degree in Finance, Business Analytics, Economics, or related fields.
Strong analytical and problem-solving skills; proficiency in Excel and familiarity with data visualization tools (e.g., Power BI, Bloomberg, Qlik) is a plus.
Interest in financial markets, mutual funds, structured products, and equities.
Detail-oriented, proactive, and able to work independently.
Good communication skills and ability to collaborate with multiple stakeholders.

Responsibilities

Collect, clean, and analyze data related to structured products, equities and unit trusts’ performance, client segmentation, and sales trends.
Develop dashboards and reports to track product P&L, volumes, and key performance indicators for management reviews.
Perform competitor benchmarking and pricing analysis to identify gaps and opportunities.
Support product specialists in reviewing offerings across unit trust products, structured products, and equities.
Prepare product strategy presentations and market insights for internal stakeholders.
Contribute to digital initiatives aimed at improving client engagement and experience.
Assist in user acceptance testing (UAT) and data validation for product-related and platform projects.
Help document product workflows, compliance checks, and governance standards.
Participate in process improvement initiatives to enhance operational efficiency.
Work closely with wealth specialists and advisory teams to prepare product communication materials.
Support internal and external stakeholder engagement through research and reporting.