Investment Analyst

UNICORN FINANCIAL SOLUTIONS PTE. LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial solutions firm in Singapore is seeking an individual for investment research and portfolio monitoring. Responsibilities include drafting quarterly fund reports, supporting the investment team, and conducting performance analysis. Ideal candidates should have strong skills in fundamental analysis and investment writing. This is a proactive role requiring collaboration with the CIO and investment team, along with the ability to manage both regular and ad-hoc deliverables.

Qualifications

• Strong grounding in fundamental analysis focused on business quality, financials, and valuation.
• Experience in investment writing and presentation.
• Proactive team player willing to support senior leadership.

Responsibilities

• Perform fundamental research on stocks and report findings.
• Produce monthly performance reports and support investment communications.
• Help build and manage the research analyst team.

Skills

Fundamental analysis

Investment writing

Proactive collaboration

Job description

Key Responsibilities

• Investment Research
  • Perform fundamental research on individual equities
  • Produce research reports
  • Perform ad‑hoc research as requested by InvesCo / stakeholders.
• Portfolio Monitoring
  • Conduct ongoing monitoring of existing holdings.
• Performance Reporting
  • Produce monthly performance reports for relevant portfolios/funds vs benchmarks and explain drivers of out/underperformance.
• Investor Communications
  • Produce investment write‑ups and support the Investment Call process.
  • Draft quarterly fund commentaries for our advised funds to be sent to the fund managers as their investment advisers.
  • Draft quarterly letters for Unicorn clients.
• Advised Funds support
  • Produce monthly reports for the advised funds.
  • Support trade recommendations and analysis work for our advised funds.
• Build & Manage the Analyst/Research Bench
  • Help build the analyst team
• Training & Knowledge Sharing
  • Deliver investment trainings for the financial consultants
  • Support internal investing initiatives (e.g., Unicorn’s Investing Club).

Requirements

• Strong grounding in fundamental analysis (business quality, financials, valuation) and investment writing/presentation.
• An investor (preferable).
• High ownership: Proactive to work alongside and support the CIO to build the investment team and investment portfolios. Willingness to work beyond regular work hours to accomplish key missions.
• Humble: Keen interest to progress personally and professionally.
• Responsible: Able to run recurring deliverables reliably while handling ad-hoc requests
  

Key Deliverables

• Quarterly: Advised Funds commentaries, Investor letters, investment trainings, supporting internal investing initiatives
• Monthly: Performance reports, Advised Funds reports
• Weekly: Research reports, portfolio monitoring reports, research team management
• Ad-hoc: Investment call write-ups, trade support