Investment Analyst | Family Office

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

Job summary

A family office in Singapore is seeking an Investment Analyst with strong analytical capabilities to support multi-asset research and investment strategy execution. The ideal candidate will have a Bachelor’s or Master’s degree in Finance, Economics, or related disciplines and 1-3 years of relevant experience. Key responsibilities include assisting in investment research, monitoring market trends, and conducting due diligence across various asset classes. This position offers a comprehensive, hands-on investment experience within a dynamic environment.

Qualifications

• 1–3 years of experience in financial research, asset management, or investment‑related roles.
• Solid understanding of global capital markets and fundamental analysis.
• Capability of independently preparing investment reports.

Responsibilities

• Assist the Fund Manager in investment research, industry analysis, and valuation modeling.
• Monitor global macroeconomic trends and prepare investment recommendation reports.
• Track portfolio performance and analyze returns, volatility, and risk metrics.
• Conduct due diligence and screening on various asset types.
• Maintain internal databases and investment records.
• Prepare Investment Committee materials and monthly/quarterly reports.

Skills

Analytical capabilities

Financial research

Market analysis

Attention to detail

Proficiency in Excel

Proficiency in Power BI

Proficiency in Python

Proficiency in R

Education

Bachelor’s or Master’s degree in Finance, Economics, Statistics, Accounting, or related disciplines

Tools

Excel

Power BI

Python

R

Bloomberg

Refinitiv

Job description

We are partnering with a family office to hire an Investment Analyst with strong analytical capabilities and a global outlook to support multi-asset research and investment strategy execution. This role is ideal for individuals passionate about capital markets and eager to gain comprehensive, hands‑on investment experience within a family office environment.

Job Responsibilities

• Assist the Fund Manager in investment research, industry analysis, and valuation modeling.
• Monitor global macroeconomic trends, policy changes, and market movements, and prepare research briefs and investment recommendation reports.
• Track portfolio performance, analyze returns, volatility, and risk metrics.
• Conduct due diligence and screening on equities, bonds, funds, private equity, structured products, and digital assets.
• Maintain internal databases and investment records, regularly updating financial and market data.
• Assist in preparing Investment Committee materials and monthly/quarterly reports.
• Communicate with custodian banks, brokers, research institutions, and external fund managers to gather market intelligence.
• Participate in the development and optimization of internal research processes and investment models.

Job Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Statistics, Accounting, or related disciplines.
• 1–3 years of experience in financial research, asset management, or investment‑related roles (exceptional fresh graduates may also be considered).
• Solid understanding of global capital markets and fundamental analysis, capable of independently preparing investment reports.
• Proficiency in Excel / Power BI / Python / R; experience with Bloomberg or Refinitiv is preferred.
• Basic understanding of Singapore and international regulatory frameworks (e.g., MAS, FATCA, CRS).
• Strong attention to detail, logical thinking, and interest in financial innovation and emerging asset classes (e.g., Web3, sustainable investing).

Regret to inform you that only shortlisted candidates will be notified.