Investment Analyst - Asset Management, Family Office

REVUP CONSULTING PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial consulting firm in Singapore is seeking an experienced investment professional to manage a diversified multi-currency portfolio. The role includes evaluating new investment opportunities, conducting due diligence, and maintaining stakeholder relationships. Ideal candidates have a relevant degree, CFA preferred, and 1-2 years of experience in fund management. Fluent English and Mandarin skills are essential. The position offers a dynamic work environment focused on capital preservation.

Qualifications

• 1-2 years’ experience in investments, fund management, or a similar environment.
• Detail-oriented, adaptable, and comfortable in a fast-paced, small-team setting.

Responsibilities

• Oversee a multi-currency portfolio and relationships with general partners.
• Evaluate new fund and direct investment opportunities.
• Lead due diligence on external managers and direct investments.
• Maintain strong relationships with investment managers and stakeholders.
• Prepare periodic portfolio and performance reports.
• Contribute to investment process improvements and research projects.

Skills

Analytical skills

Financial modelling

Microsoft Office proficiency

Fluency in English

Fluency in Mandarin

Education

Bachelor's degree in Finance, Economics, Accounting or related field

CFA or equivalent preferred

Tools

Capital IQ

Job description

About the Client

We are a single-family office with a diversified global portfolio across multiple asset classes. The team focuses on disciplined investment execution, risk management, and long-term capital preservation.

Key Responsibilities

• Portfolio Management: Oversee a multi-currency portfolio (USD and RMB) and relationships with general partners (GPs). Track fund performance, manage reporting, and support capital redeployment into more liquid strategies.
• Investment Analysis: Evaluate new fund and direct investment opportunities across public and private markets. Conduct detailed financial analysis, prepare investment memos, and support Investment Committee decisions.
• Due Diligence & Risk: Lead due diligence on external managers and direct investments, ensuring alignment with investment strategy and risk appetite.
• Stakeholder Management: Maintain strong relationships with GPs, investment managers, and internal stakeholders to ensure transparency and performance accountability.
• Reporting & Compliance: Prepare periodic portfolio and performance reports; monitor regulatory and internal compliance.
• Strategic Initiatives: Contribute to investment process improvements, research projects, and policy development.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or equivalent preferred.
• 1–2 years’ experience in investments, fund management, or a similar environment; family office experience a plus.
• Strong analytical and financial modelling skills; proficiency in Microsoft Office and Capital IQ.
• Fluent in English and Mandarin (written and spoken)
• Detail-oriented, adaptable, and comfortable in a fast-paced, small-team setting.