Investment Analyst

Inheritance Enterprises; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

Inheritance Enterprises, a Singapore-based family office and investment holding company, is seeking an Investment Research Analyst to lead multi-asset research including public equities, fixed income, FX and related markets. The role emphasizes analytical rigour, use of AI tools, and strong independent judgement.

You will generate alpha through bottom-up analysis, evaluate financial statements, and contribute to portfolio monitoring and risk management.

Qualifications

• Bachelor's degree in Economics, Finance or other technical/analytical field preferred.
• Minimum 2 years of relevant investment experience or analysis — public equities, fixed income, FX, private equity, venture capital, or similar.

Responsibilities

• Generate alpha using a bottom-up, fundamental investment process.
• Conduct in-depth fundamental equity analysis of publicly traded securities to identify undervalued stocks with long-term potential.
• Evaluate financial statements using methods like DCF, P/E and price-to-cash flow ratios.
• Structure and communicate drivers of the business, valuation and investment recommendations for securities and industries.
• Assist in portfolio monitoring, buy/sell/hold decisions and risk management.
• Monitor macro themes and trends affecting global supply chains and covered industries.
• Keep abreast of industry and market trends to spot opportunities.
• Manage and report on portfolio activities.

Skills

Financial modelling

Valuation

Data analysis

AI tools

Critical thinking

Self-starter

Multi-tasking

Attention to detail

Education

Bachelor's degree in Economics/Finance

Job description

We are a Singapore-based family office/ investment holding company. We are taking on increasingly ambitious projects, and investments globally across multi-asset classes including public equities, bonds, private equity and venture capital.

About the Role

We're looking for an Investment Research Analyst to join our team. This is a multi-asset research mandate — while our roots are in public equities, we're equally open to candidates with backgrounds in fixed income, FX, or other markets. What matters most to us is analytical rigour, intellectual hunger, and the ability to leverage modern tools (including AI) to research faster and deeper than the next person..

Responsibilities

• Generate strong and consistent alpha applying a bottom-up, fundamental investment process.
• Initiate and conduct in-depth, high-quality fundamental equity analysis of assigned publicly traded securities, to identify undervalued stocks with the potential to generate good returns over the long-term.
• Evaluate corporate financial statement outputs to assess the worth of the company using multiple techniques such as discounted cash flow analysis, price-to-earnings ratio and price-to-cash flow ratios.
• Structure, develop and communicate the key drivers of the business, valuation and investment recommendations on individual securities, as well as provide views on the attractiveness of relevant industries.
• Assist in portfolio monitoring (provide direction and advice on buy/sell/hold recommendations) and risk management (exposure, hedges etc.)
• Monitor, interpret and react to major company developments, and identify macro themes and trends affecting global supply chains and industries under your coverage.
• Monitor industry and market trends for changes and investment opportunities by staying up-to-date with latest industry and company information.
• Portfolio management and reporting.

Qualifications

• Bachelor's degree in Economics, Finance or other technical/ analytical fields preferred.
• Minimum 2 years of relevant investment experience or analysis — public equities, fixed income, FX, private equity, venture capital, or similar.

Required Skills

• Possess expertise in financial modelling and valuation, financial statement analysis, due diligence and data analysis.
• Possess astute commercial sense, strong analytical and critical thinking skills.
• Adept at using AI tools (e.g., LLMs, research copilots, data analysis tools) to speed up research workflows — sourcing data, summarizing filings, building models, or stress-testing a thesis. We want someone who treats AI as a force multiplier, not a crutch.
• Dependable, positive, warm, kind, trustworthy, and efficient.
• You must be a self-starter, with a thirst for learning and be comfortable expressing your point-of-view.
• Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams.
• Detail-oriented with high level of work quality.
• Candidate must have a valid pass or be a Singaporean/PR.