Business Development Analyst / Associate / Senior Associate

About us

Endowus is an award-winning independent fee-only wealth & fund platform. Licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225), Endowus is the first digital advisor in the region to span private wealth and public pension (CPF & SRS in Singapore). We proudly serve as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions.

Today, we work with 80+ global leading asset managers across major asset classes public markets, private markets, hedge funds and alternatives and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals.

Our mission is clear: help people invest better so they can live easier today, and better tomorrow.

The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies. We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission.

About this role; responsibilities & ownership

The Endowus Business Development and Partnerships team is a pivotal business unit that develops and leverages key corporate relationships to amplify Endowus reach and build new business verticals.

We are seeking someone enthusiastic, with up to 3 years experience, with preference in partnerships, business development and/or sales roles. They will support the team in pitching, executing and tracking the performance of B2B projects, which include market research, preparing slide decks, conducting financial literacy workshops and working with other internal teams to deliver projects. Ideally, the individual possesses strong client facing skills, project management skills, is familiar with CRM tools (e.g. HubSpot), and has an interest in data analysis.

Client engagement and Partnerships

• Manage partners for our Employee Investment Solutions, and engage employees under the program through EDMs and financial wellness programs
• Qualify, engage and nurture corporate client funnel for corporate treasury solutions
• Prepare decks and presentations for webinars and seminars
• Support event planning and logistics

Team support responsibilities

• Build and maintain internal dashboards and reports tracking teams performance
• Maintain and track leads, and follow-up activities through our CRM platform
• Work with the Investment Office to understand upcoming products for customers and to customise solutions for clients

Requirements & qualifications

• Ability to prioritise and manage multiple responsibilities in a fast-paced environment
• Great communication skills and the energy to do what it takes to get things done
• Strong analytical and problem solving skills; ability to work with spreadsheets is a must
• Familiarity with, or a willingness to learn SQL and other programming languages for basic data analysis
• Be a self-directed learner
• Be passionate about Endowus and our mission! (Please know our product)
• Basic knowledge of financial instruments including Stocks, Bonds and Funds

Nice to haves

• Degree in Finance/Banking or related discipline
• Experience in a marketing function
• Experience in online trading or digital investment platforms

Our Investors, recognition, licensing:

Founded in 2017, Endowus has raised a total of over U$110 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus.

Endowus continues to push the boundaries on innovation and democratising access, as it partners with 80+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Brookfield Oaktree, HarbourVest Partners, Millennium, Point72, Balyasny, Brevan Howard, Bridgewater, Schonfeld, Hudson Bay, LMR, AQR and more.

Endowus leadership and growth have been recognised by the industry and it has attained numerous awards including recognition on the inaugural Fortune FinTech Innovators Asia 2024 list, as the leading WealthTech provider amongst 60 brands across the region transforming finance. Other accolades include Singapores Best Digital Wealth Management (Asia Asset Managements Best of the Best Awards 2024), Singapores Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), Singapores Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2023), and Best Wealthtech Solution 2023 (Asian Private Banker 9th Technology Awards). Endowus is also among the firms named in the World Economic Forums Technology Pioneers 2023, LinkedIn Top Start-ups 2024 and Forbes 100 to Watch list for 2022.

The Endowus Group comprises Endowus&apos licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$7 billion, it is one of the largest independent wealth managers in Asia. From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year.