The Investment Manager (Family Office) supports the sourcing, evaluation, execution, and monitoring of investments across multiple asset classes, including public markets, private equity, venture capital, and alternative investments. The role requires strong analytical capability, sound judgment, discretion, and the ability to operate effectively in a lean, hightrust family office environment.
Investment Analysis & Execution
- Conduct detailed financial and qualitative analysis of investment opportunities across listed securities, private equity, venture capital, and alternative assets.
- Develop robust financial models, valuation analyses, and scenario assessments to support investment decisions.
- Prepare clear, wellstructured investment memoranda and recommendations for principals, articulating risk, upside potential, and strategic alignment.
- Support endtoend transaction execution, including coordination with external advisers, review of legal and financial documentation, and adherence to internal approval processes.
- Monitor portfolio investments, track key performance indicators, and recommend portfolio adjustments or exits where appropriate.
Portfolio Management & Reporting
- Maintain accurate and uptodate records of portfolio holdings, performance, and compliance with internal investment guidelines.
- Prepare periodic portfolio reports and dashboards for principals, highlighting performance, risk exposures, and key market developments.
- Support strategic asset allocation reviews, cashflow planning, and capital deployment decisions.
Research & Deal Sourcing
- Conduct macroeconomic, sector, and thematic research to identify investment opportunities aligned with the family office's longterm objectives.
- Build and maintain a network of intermediaries, fund managers, and industry contacts to support deal sourcing.
- Track emerging trends, regulatory developments, and market intelligence relevant to the portfolio and investment strategy.
Stakeholder & Advisor Coordination
- Help plan and steer team operations, providing guidance and supporting team development where appropriate.
- Ensure timely and accurate preparation of documentation and reports for regulatory and internal compliance purposes (including MAS and Section 13O/13Urelated requirements, as applicable).
- Liaise with fund managers, legal and tax advisers, banks, and other service providers to facilitate smooth execution and reporting.
- Act as a trusted point of contact for sensitive communications, demonstrating discretion and professionalism.
- Contribute to setting performance KPIs and participating in regular performance evaluations.
Governance, Risk & Strategic Support
- Uphold high standards of integrity, confidentiality, and ethical conduct in all activities.
- Identify and escalate key risks across investments, operations, and stakeholder relationships.
- Provide adhoc strategic support to principals, including market analysis, portfolio restructuring, and other strategic initiatives.
- Offer insights and recommendations to inform broader family office strategy and demonstrate flexibility in responding to evolving business priorities.
- Perform other related duties as assigned, in line with changing business needs.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related discipline.
- Professional qualifications such as CFA, CA, or MBA will be an advantage.
Experience
- Relevant experience in investment management, private equity, equity analyst, venture capital, asset management, family offices, boutique investment houses, or banks is preferred.
Competencies & Skills
- Strong financial modelling, valuation, and analytical skills.
- Strong written and verbal communication skills.
- High level of professionalism, discretion, and interpersonal effectiveness.
EA Licence No: 23C1522
Registration No: R23113906
