About the role:

The firm's investment philosophy is grounded in fundamental, bottom-up research and a long-term value investing approach.

We are seeking an Intermediate Investment Research Analyst to join the investment team. The successful candidate will conduct independent equity research, build financial models, and contribute actionable investment ideas across our coverage universe. This is a high-quality research role for an analyst who is intellectually curious, rigorous in valuation, and serious about compounding capital over the long term.

Key Responsibilities

Primary Responsibilities

Equity Research: Conduct deep-dive, bottom-up fundamental analysis on listed companies across six coverage markets (CH/LI, EU, SG, AU, CA), spanning a broad range of industries and market capitalisations
Financial Modelling: Build and maintain detailed financial models (DCF, dividend discount, sum-of-parts, EV/earnings multiples) scenario-test assumptions on revenue growth, margins, capex, and capital allocation
Valuation & Investment Memos: Produce well-reasoned investment theses supported by quantitative analysis assess intrinsic value vs. market price and articulate a clear margin of safety
Idea Generation: Proactively screen and surface investment opportunities - both long ideas and potential shorts - using quantitative screens, industry research, and network-based sourcing
Company & Industry Monitoring: Track portfolio holdings and coverage universe read earnings releases, annual reports, and regulatory filings across multiple geographies and languages where applicable
Macro & Market Awareness: Maintain awareness of macro developments, currency dynamics, and regulatory changes across covered markets that could affect portfolio companies
Investment Committee Support: Present research and investment recommendations to the Portfolio Manager / CIO prepare and update materials for investment committee reviews

Day-to-Day Activities

Reading earnings releases, annual reports, and broker research across the coverage universe
Updating financial models for new data points and revising forward estimates
Screening for new ideas using Bloomberg, FactSet, or equivalent tools
Drafting and refining investment memos and valuation updates
Contributing to weekly investment team discussions and portfolio reviews
Monitoring regulatory and corporate governance developments in covered markets

Candidate Profile

Essential Qualifications

Bachelor's degree in Finance, Economics, Accounting, or a related quantitative discipline
CFA Level II or III preferred, or actively pursuing the CFA designation
3-5 years experience in equity research (sell-side or buy-side), fund management, or investment banking with a strong analytical track record
Demonstrable experience applying fundamental valuation techniques (DCF, NAV, comparable companies, precedent transactions)
Advanced financial modelling in Excel able to build models from scratch and interrogate third-party models critically
Strong written English - able to produce clear, well-structured investment memos that articulate a thesis, key risks, and valuation

Desirable Skills & Knowledge

Familiarity with at least two of the covered markets: Swiss/European listed equities, Singapore-listed companies (SGX), ASX-listed equities, or TSX/TSX-V Canadian equities
Reading proficiency in German or French advantageous for Swiss/EU coverage
Bloomberg terminal proficiency experience with screening tools (FactSet, Capital IQ, or Refinitiv)
Python or SQL for data aggregation and quantitative screening
Exposure to small- and mid-cap equities, which often require deeper primary research
Understanding of cross-currency and multi-jurisdictional accounting standards (IFRS, US GAAP, local GAAP)

Competencies & Personal Attributes

Value investing mindset - patient, contrarian, focused on understanding business economics and buying assets below intrinsic value
Independent thinker who can form, defend, and update investment views as facts change
High intellectual curiosity - genuinely interested in understanding diverse businesses across industries and geographies
Rigorous and detail-oriented in financial analysis uncomfortable with imprecise or unsupported assumptions
Collaborative and low-ego comfortable working in a small, high-standards investment team
Self-directed and able to manage a multi-geography research workload with minimal supervision

EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)

EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)

Investment Research Analyst | Single-Family Office