Role summary
This is an Investment Analyst role based in Singapore, sitting within the Equities team under the Investment Group. The individual will conduct fundamental research and financial analysis on companies relevant to the firm's strategies, with a primary focus on the Singapore equity market. The analyst will generate actionable investment ideas for the firm's portfolios, including pre-IPO and listed equity opportunities, and may collaborate with other investment teams to evaluate opportunities across different stages of a company's growth.
Key duties and responsibilities
- Conduct detailed financial analysis, financial modelling, market research, and due diligence on assigned companies, including pre-IPO and listed names.
- Source and evaluate pre-IPO companies (and other private companies) that may be suitable investment opportunities for the firm.
- Originate and evaluate differentiated investment ideas from initial analysis through to implementation.
- Prepare investment research and financial models with actionable recommendations for the firm's equity portfolios.
- Country coverage will primarily be the Singapore equity market across all sectors. Coverage responsibilities may include ad hoc research into stocks or companies of special interest. Over time, coverage and responsibilities can change, based on team needs and the individual's experience and aspirations.
- Contribute to other research team initiatives and projects that periodically arise, following established practices and procedures.
Education Qualification
- Bachelor's degree in finance, economics or a relevant discipline.
- Preferably a CFA charter holder.
Experience and Skills
- 6 to 10 years of relevant experience in an analyst role, preferably in equity research, private equity or related investment functions.
- Demonstrated experience in equity investment research and idea generation, including exposure to pre-IPO or private company analysis.
- Strong financial modelling ability, including private markets valuation techniques (e.g. DCF, transaction comparables, precedent deals, scenario and sensitivity analysis) and public-market valuation methods.
- Solid fundamental bottom-up research analysis skills.
- Knowledge of ESG and sustainability issues and ability to incorporate these into investment analysis.
- Good written and verbal communication skills.
- Good team player who embraces a collaborative and open working culture that matches Fullerton's core values.
- Willing to speak up and challenge the status quo in a constructive manner.
- Ability to work under pressure and meet deadlines.
