Investment Analyst (Family office)

Employer
Michael Page
Location
Singapore, Singapore
Salary
Negotiable
Posted
07 Jan 2023
Closes
06 Feb 2023
Ref
18378711
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Client is an established family office in Singapore to provide long term wealth planning, investments for the family.

Description
  • Provide due diligence support to facilitate Investment Manager's lead in investment initiatives across all asset classes. Examples of due diligence support are arranging and participating in meetings with potential investee, gathering/consolidating/analyzing data, building financial models, conducting operational risk assessment, writing investment memos, contributing ideas towards improving the due diligence process.
  • Perform ongoing monitoring of existing portfolios and investments, such as
    * Ensuring portfolios are aligned with high level strategy, objectives and goals;
    * Preparing periodic reports and analysis including return attribution, benchmarking, exposure;
    * Meeting periodically with existing investees to assess their fitness for the current portfolio;
    * Contributing ideas towards improving the investment monitoring process.
  • Read broadly to keep track of developments in global macro environment, financial markets, specific industries and emerging trends. Types of materials include daily financial news sources, magazines, books, materials written by investees, sell-side reports, and other online/offline publications.
  • Assist Investment Manager to perform fundamental analysis of specific industries and emerging trends, and identify the best-positioned external asset managers and/or companies in which to invest.

Profile

* At least 2 years of working experience in investment related roles.
* Bachelor's degree in finance, accounting, economics, or business.
* Chartered Financial Analyst (CFA) is preferred.
* Proficiency with Bloomberg and Excel analytical functions, particularly pivot table.

Job Offer

Client provides competitive salary, medical insurance, and a variety of family-oriented benefits such as family day, team sports activity, and events celebration.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Shiya Guan on +65 6416 9859

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