Job Description

Job Overview:

A family office is looking to appoint its first dedicated investment professional. The successful candidate will report directly to the Principal. The Principal retains final investment decision-making authority, while this role is primarily responsible for providing investment analysis and research support, as well as assisting with the execution of investment decisions and the management of related operational matters.

Key Responsibilities:

Conduct fundamental research across multiple asset classes and assist in preparing investment analysis reports
Track global macroeconomic and market developments and provide regular research support
Assist in building and maintaining financial models, and perform valuation and scenario analysis
Organise investment-related documents and materials to support the investment decision-making process
Monitor the performance of existing holdings and assist in updating portfolio reports
Coordinate with banks, brokers, lawyers, accountants and other external service providers, and follow up on day-to-day administrative, financial and operational matters
Perform other investment research and administrative support tasks as assigned

Candidate Requirements:

Bachelor's degree or above in Finance, Economics, Accounting, Business Administration or arelated discipline
0 to 1 year of work experience in finance, investment, asset management or a related field
Basic understanding of financial markets, investment products and fundamental investment concepts
Strong analytical and data-handling skills, with good proficiency in Excel
Good written and verbal communication skills able to use English for day-to-day business communication, documents and reports, and Mandarin Chinese for daily communication and coordination with relevant business contacts
Strong communication, coordination and organisational skills, with the ability to manage multiple tasks independently
Proactive, meticulous and responsible, with a strong ability to learn and adapt
High level of confidentiality and strong professional integrity

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

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