Senior Investment Analyst

KIMBERLEY CONSULTING PTE. LTD.; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An established family office in Singapore is seeking a Senior Investment Analyst to enhance their investment portfolio. This role focuses on evaluating opportunities in public equities, fixed income, and private markets, particularly in technology startups. The ideal candidate will possess a strong analytical background, with experience in investment analysis and portfolio management. Join a forward-thinking organization that values strategic investments and innovation-driven growth, where your contributions will directly impact the success of the investment strategies.

Qualifications

• 3-5 years of experience in investment analysis or asset management.
• Strong skills in financial modeling and analysis.

Responsibilities

• Conduct investment analysis across multi-asset classes.
• Support portfolio management and daily monitoring.
• Assist in preparing performance and meeting reports.

Skills

Investment Analysis

Financial Modeling

Research Skills

Market Research

Education

Bachelor’s degree in Finance

CFA/CAIA qualification

Job description

Our client is a Singapore-based family office specializing in multi-asset classes in both public and private markets, with a focus on early-stage investments in niched technology startups. Their Group has a long-established history, focused on strategic investments and innovation-driven growth.

They are looking for a Senior Investment Analyst to support the management of their company's investment portfolio, focusing on fund investments in public equities, fixed income, hedge funds, and private markets. You will also be responsible for investments in technology startups.

KEY RESPONSIBILITIES

Investment analysis

• Assess opportunities across multi-asset classes
• Provide industry and market research related to investment opportunities
• Sourcing and due diligence of public and private fund investments
• Sourcing and due diligence of direct investments into niched tech startups
• Generate investment policies, summary reports, and recommendations

Portfolio management

• Support the management of a multi-asset investment portfolio
• Assist with daily portfolio monitoring and investment execution
• Contribute input on asset allocation in investments
• Liaise with counterparties, investment advisors, and the finance team
• Perform other ad-hoc duties as required

Management Reporting

• Assist in the reporting process
• Prepare performance reports
• Prepare meeting materials for internal stakeholders

Skills and Requirements

• Bachelor’s degree, preferably in Finance, Business, Accounting, Mathematics, or working towards a financial qualification such as CFA/CAIA
• 3 to 5 years’ relevant experience as an investment professional, preferably within public markets, private markets, asset management, family office, or investment consulting
• Solid research and analysis skills in financial statements and financial modeling