Expression of Interest- Family Office Investment Analyst

RECRUIT123 PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Family Office Investment Analyst to support portfolio management and investment research. The ideal candidate will possess a Bachelor's or Master's degree and 2–5 years of experience in investment banking or asset management. Key responsibilities include conducting in-depth investment analysis and preparing stakeholder reports, while maintaining the highest standards of discretion and confidentiality. This role offers competitive opportunities for professional growth.

Qualifications

• 2–5 years of experience in investment banking, asset management, or family office environment.
• Strong financial modeling and valuation skills (DCF, comparables, scenario analysis).
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple projects simultaneously.
• High ethical standards and discretion in handling confidential matters.

Responsibilities

• Conduct in-depth analysis of equities, fixed income, private equity, venture capital, and alternative investments.
• Track performance, risk metrics, and liquidity across multi-asset portfolios.
• Evaluate fund managers, direct investments, and co-investment opportunities.
• Prepare investment memos, quarterly reports, and presentations for stakeholders.
• Monitor macroeconomic trends, regulatory changes, and sector developments relevant to family office investments.
• Work closely with external advisors and fund managers to align investment strategies with family objectives.
• Uphold the highest standards of discretion and integrity in handling sensitive financial information.

Skills

Asset Management

Bloomberg

Investment Strategies

Asset Allocation

Verbal Communication

Analytical Skills

Valuation

Investments

Venture Capital

Investment Banking

Private Equity

Economics

Portfolio Management

Financial Modeling

Fixed Income

Equities

Education

Bachelor’s or Master’s degree in Finance, Economics, Business, or related field

Tools

Bloomberg

Excel

Job description

Roles & Responsibilities

Our clients are looking for Family Office Investment Analyst to support portfolio management, investment research, and strategic asset allocation for a high‑net‑worth family office. The ideal candidate will combine strong analytical skills with discretion, professionalism, and the ability to evaluate diverse investment opportunities across asset classes.

Key Responsibilities

• Investment Research: Conduct in‑depth analysis of equities, fixed income, private equity, venture capital, and alternative investments.
• Portfolio Monitoring: Track performance, risk metrics, and liquidity across multi‑asset portfolios.
• Due Diligence: Evaluate fund managers, direct investments, and co‑investment opportunities.
• Reporting: Prepare investment memos, quarterly reports, and presentations for stakeholders.
• Market Intelligence: Monitor macroeconomic trends, regulatory changes, and sector developments relevant to family office investments.
• Collaboration: Work closely with external advisors, fund managers, and internal stakeholders to align investment strategies with family objectives.
• Confidentiality: Uphold the highest standards of discretion and integrity in handling sensitive financial information.

Required Skills & Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Business, or related field.
• 2–5 years of experience in investment banking, asset management, or family office environment.
• Strong financial modeling and valuation skills (DCF, comparables, scenario analysis).
• Proficiency in Bloomberg, Excel, and financial databases.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple projects simultaneously.
• High ethical standards and discretion in handling confidential matters.

We will go through your application and update you if you are shortlisted.

However, rest assured that all applications will be updated to our talent bank for future opportunities.

Tell employers what skills you have

• Asset Management
• Bloomberg
• Investment Strategies
• Asset Allocation
• Verbal Communication
• Analytical Skills
• Valuation
• Investments
• Venture Capital
• Investment Banking
• Private Equity
• Economics
• Portfolio Management
• Financial Modeling
• Fixed Income
• Equities