Investment Analyst

About The Role:

A Single-Family Office in Singapore is seeking a detail-oriented and analytically driven Investment Analyst to support the management of a diversified multi-asset portfolio. This is a research-focused, principal-supporting role that sits at the heart of the family office's investment function, providing rigorous analysis, market intelligence, and portfolio insights to inform strategic decision-making.

The ideal candidate is a seasoned investment professional with strong fundamental and quantitative skills, comfortable working independently across multiple asset classes and operating with a high degree of ownership within a lean, high-trust environment.

Key Responsibilities:

Investment Research & Analysis

• Conduct in-depth fundamental and quantitative research across equities, fixed income, and alternative strategies to identify investment opportunities and assess downside risk
• Monitor global macroeconomic trends, market developments, and sector-specific dynamics to generate timely and actionable investment insights
• Support the evaluation and due diligence of external fund managers and third-party investment mandates, assessing alignment with the family office's investment philosophy
• Source and track new investment ideas through market research, industry publications, and established networks

Portfolio Support & Monitoring

• Assist in the monitoring and analysis of the multi-asset portfolio, covering public and private equities, fixed income, and alternative strategies
• Support asset allocation reviews and portfolio rebalancing exercises by providing data-driven analysis and scenario modelling
• Track portfolio performance, attribution, and risk metrics on an ongoing basis, flagging material developments to senior stakeholders

Reporting & Stakeholder Communication

• Prepare consolidated portfolio performance reports, investment commentary, and risk dashboards for the principal and key family stakeholders
• Summarise investment recommendations and market outlooks in a clear, structured format to support principal-level decision-making
• Maintain accurate and up-to-date investment records, databases, and documentation across the portfolio

Relationship & Operational Support

• Liaise with external advisors, fund managers, custodians, private banks, and brokers to gather information and support portfolio operations
• Assist with compliance and governance matters in line with MAS regulatory requirements applicable to the family office structure
• Contribute to the continuous improvement of investment processes, reporting systems, and operational workflows within the family office

Requirements:

• Bachelor's degree in Finance, Economics, Accounting, or a related discipline
• CFA charterholder or actively pursuing the CFA designation is preferred
• At least 7 years of investment experience, with a demonstrated track record across multi-asset portfolios in a buy-side or sell-side environment - this is a non-negotiable requirement
• Proven hands-on experience across multiple asset classes including public and private equities, fixed income, and alternative strategies
• Strong analytical capabilities including financial modelling, risk assessment, and portfolio attribution analysis
• Proficiency in investment research tools and data platforms (Bloomberg, FactSet, or equivalent)
• Strong written and verbal communication skills, with the ability to present complex investment ideas clearly and concisely
• High level of professionalism, integrity, and discretion, given the confidential nature of family office environments
• Self-motivated and able to work independently with minimal supervision in a lean team setting

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

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