Investment Analyst

Monroe Consulting Group; Indonesia; On-site; IDR 507.700.000 - 846.167.000; Full time

Job summary

A boutique asset management firm in Indonesia is seeking a highly motivated Investment Analyst to join their Asset Management team. The role involves assisting with investment analysis, conducting in-depth research, and preparing financial reports. Ideal candidates will have a bachelor's degree in finance or a related field and 1-3 years of relevant experience in asset management or investment banking. Proficiency in financial modeling and familiarity with Bloomberg Terminal are essential.

Qualifications

• 1-3 years of experience in asset management, investment banking, equity research, or consulting.
• Familiarity with financial databases like Bloomberg Terminal and CapIQ.
• Ability to work independently and as part of a fast-paced team.

Responsibilities

• Assist with investment analysis using Bloomberg Terminal and other resources.
• Conduct in-depth financial, industry, and market research.
• Prepare investment memos and reports for stakeholders.

Skills

Investment analysis

Financial modeling

Research skills

Communication skills

Excel proficiency

Education

Bachelor's degree in Finance, Economics, Accounting, Business

Tools

Bloomberg Terminal

CapIQ

Pitchbook

Job description

On behalf of our Client, a boutique asset management and corporate advisory firm, is seeking a highly motivated Investment Analyst to join its Asset Management team. They are headquartered in Singapore with operations in Indonesia and affiliates in Southeast Asia. The Investment Analyst will work in partnership with the Director and Managing Director to develop strategies and investment solutions across asset classes that support their clients' needs.

Roles & Responsibilities

• Assist with investment analysis using available resources (Bloomberg Terminal, CapIQ, Pitchbook, etc.) for company research, and provide quantitative and qualitative investment evaluation.
• Conduct in-depth financial, industry and market research to support investment decisions.
• Prepare teasers, investment memos, client profiles, valuation models, reports, and pitch books, which will be presented to key stakeholders as an investment opportunity.
• Monitor investment performance of respective investments in existing portfolios including appropriate returns benchmarking and tracking key metrics.
• Work out financial models/projections for investment opportunities and scenarios, including but not limited to private credit, structured products, REITs, equities, and fixed‑income.
• Conceptualise and develop publication content to increase engagement and execution.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 1-3 years of experience in asset management, investment banking, equity research, or consulting.
• Familiarity with Bloomberg Terminal, CapIQ, Pitchbook, or other financial databases.
• Strong proficiency in Excel, financial modelling, and valuation techniques.
• Strong written and verbal communication abilities with attention to detail.
• Ability to work independently and as part of a team in a fast‑paced environment.
• Prior experience in managing own investment portfolio.