Investment Analyst: Portfolio Strategy & Due Diligence

SMTP CONSULT PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

SMTP Consult Pte. Ltd. in Singapore is seeking a proactive Investment Analyst to support investment operations and financial activities, collaborating with shareholders, banks, and the accounting team.

You will source and evaluate opportunities, participate in weekly investment committee meetings, ensure accurate accounting and reconciliation, conduct due diligence, and generate portfolio risk reports while monitoring markets and maintaining dashboards for stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum 1 year of experience in investment management, corporate finance, or financial services (preferred).
• Strong understanding of financial instruments, trade finance, and investment accounting principles.
• Passion for investing and a desire to learn and practice long-term investment strategies.
• Ability to evaluate investment opportunities across developed (e.g., USA) and emerging markets.
• Excellent communication and interpersonal skills to effectively engage with internal and external stakeholders.
• Strong proficiency in Microsoft Excel and financial reporting tools.
• Experience working in a multicultural, cross-border team environment.

Responsibilities

• Liaise with merchant banks and investment professionals to source and evaluate investment opportunities
• Participate in weekly investment committee meetings with company' shareholders to support strategic asset allocation decisions
• Work closely with internal finance and accounts teams to ensure proper booking, accounting, and reconciliation of investment and trade finance transactions
• Conduct due diligence and support documentation for new investments and financial instruments
• Use various tools to generate portfolio risk reports and propose mitigation strategies
• Monitor financial markets and maintain internal dashboards and reports on investment performance and risk metrics
• Consolidate data across multiple investment accounts into a unified portfolio reporting system
• Liaise with commercial banks to support ongoing financial operations and facilitate the expansion of the company's banking relationships
• Assist in preparing investment proposals, board papers, and quarterly performance updates for shareholders
• Setting up liaising with various law firms or corporate service providers to set up with establishment of various structures

Skills

Financial analysis

Excel

Investment accounting

Stakeholder communication

Multicultural teamwork

Bank liaison

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Financial reporting tools

Job description

SMTP Consult Pte. Ltd. in Singapore is seeking a proactive Investment Analyst to support investment operations and financial activities, collaborating with shareholders, banks, and the accounting team.

You will source and evaluate opportunities, participate in weekly investment committee meetings, ensure accurate accounting and reconciliation, conduct due diligence, and generate portfolio risk reports while monitoring markets and maintaining dashboards for stakeholders.