Investment Analyst/Senior Analyst

Endowus; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading wealth management platform in Singapore seeks an Analyst/Senior Analyst to support investment research and fund selection. The role offers exposure to multiple asset classes and collaboration with various teams in a dynamic environment.

Benefits

Comprehensive exposure across multiple asset classes

Dynamic and fast-paced environment

Flat hierarchy for input and ideas

Qualifications

• Fresh graduate or 1-3 years of relevant experience.
• Familiarity with investment concepts and fund investments.

Responsibilities

• Manager research and fund selection using qualitative and quantitative research.
• Ongoing fund monitoring and market research.
• Collaborate with marketing on articles and campaigns.

Skills

Investment Concepts

Collaboration

Motivation

Education

Degree in Accountancy

Degree in Business Administration

Degree in Finance

Degree in Economics

Tools

Microsoft Excel

Morningstar

Bloomberg

Job description

About us:

Endowus is an award-winning independent fee-only wealth & fund platform. Licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225), Endowus is the first digital advisor in the region to span private wealth and public pension (CPF & SRS in Singapore). We proudly serve as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions.

Today, we work with 80+ global leading asset managers across major asset classes – public markets, private markets, hedge funds and alternatives – and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals.

Our mission is clear: help people invest better so they can live easier today, and better tomorrow.

About the team:

The Investment Office is an integral component of Endowus and is responsible for driving the Endowus investment platform. The investment platform encompasses a wide range of asset classes such as public equities, public fixed income, hedge funds and private markets funds.

About the role:

As part of the Endowus Investment Office, the Analyst/Senior Analyst will play a key role in supporting the team’s core responsibilities.

These include:

• Manager research and fund selection, utilising both qualitative and quantitative research

• Ongoing fund monitoring and market research, with a focus on providing updates to the Investment Office, the broader Endowus team and end clients

• Assist in the collection of commentary and data from both databases such as Morningstar, Bloomberg and directly from fund managers

In addition to these core responsibilities, the Investment Office also provides investment support to other teams within Endowus. Some of these responsibilities/projects include:

• Collaborating with the marketing team on the creation of articles, graphs and fund manager campaigns

• Partnering with the business development team on strategic initiatives

What we are looking for:

• A fresh graduate or someone with 1-3 years of relevant experience

• Degree in Accountancy, Business Administration, Finance, Economics or equivalent. Other degrees are welcome as long as there is a demonstrated interest in investments.

• Familiarity with investment concepts. Candidates with experience/knowledge on fund investments and the use of Morningstar and Bloomberg will have an advantage.

• Motivated, self-starter and ability to collaborate with different teams

Proficiency in Microsoft Excel (important)

What we can provide:

• Comprehensive exposure across multiple asset classes, including alternatives

• Working alongside other team members with varied backgrounds and experiences

• A dynamic and fast-paced environment

• A flat hierarchy where team members of different seniority can and are expected to provide input and ideas

Our Investors, recognition, licensing

Founded in 2017, Endowus has raised a total of over U$110 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus.

Endowus continues to push the boundaries on innovation and democratising access, as it partners with 80+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus’ fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Brookfield Oaktree, HarbourVest Partners, Millennium, Point72, Balyasny, Brevan Howard, Bridgewater, Schonfeld, Hudson Bay, LMR, AQR and more.

Endowus’ leadership and growth have been recognised by the industry and it has attained numerous awards including recognition on the inaugural Fortune FinTech Innovators Asia 2024 list, as the leading WealthTech provider amongst 60 brands across the region transforming finance. Other accolades include Singapore’s Best Digital Wealth Management (Asia Asset Management’s Best of the Best Awards 2024), Singapore’s Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2023), and Best Wealthtech Solution 2023 (Asian Private Banker 9th Technology Awards). Endowus is also among the firms named in the World Economic Forum’s Technology Pioneers 2023, LinkedIn Top Start-ups 2024 and Forbes’ “100 to Watch” list for 2022.

The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$7 billion, it is one of the largest independent wealth managers in Asia. From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year