About the role
We are recruiting a detail-oriented and analytical Investment Research Analyst for a Single-Family Office. The successful candidate will support multi-asset research and analysis, providing depth to investment decision-making and assisting with the day-to-day management of portfolio operations.
Job Description
- Conduct fundamental research across multiple asset classes, with a particular focus on equity investments, and prepare investment analyses and recommendations to support the Principal's decision-making.
- Monitor global macroeconomic trends, market developments, and industry dynamics, identifying potential investment opportunities and risks.
- Build and maintain financial models, including valuation analyses, scenario assessments, and investment return projections.
- Monitor portfolio performance and prepare regular portfolio reviews, investment reports, and market updates.
- Liaise with external asset managers, banks, brokers, and other professional service providers on investment-related matters.
- Maintain investment records, research materials, and supporting documentation in an organized manner.
- Support ad hoc projects and other responsibilities as assigned by the Principal.
Requirements
- Bachelor's degree or above in Finance, Economics, Accounting, or a related discipline
- 1 to 2 years of experience in investment research, asset management, or a related field
- Proficiency in English is required; proficiency in Indonesian and/or Mandarin would be advantageous to support communication with different stakeholders and business partners across the region
- Proficiency in financial modelling, valuation methodologies, and financial statement analysis
- Strong analytical, quantitative, and problem-solving skills
- Excellent written and verbal communication skills
- Detail-oriented and meticulous, with the ability to manage multiple tasks independently in a fast-paced environment
- High level of discretion and professional integrity
EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)
EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)
