Investment Associate

Morgan McKinley; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A financial services firm in Singapore is seeking a highly motivated Investment Associate to join their investment team. This role offers exposure across the full investment lifecycle, including sourcing, analysis, execution, and portfolio monitoring. The ideal candidate will have 3–7 years of experience in investment banking or similar fields, strong financial analytical skills, and a Bachelor's degree in a relevant discipline. Shortlisted candidates will be notified.

Qualifications

• 3–7 years of relevant experience in investment banking, private equity, asset management, private credit, venture capital, or strategy consulting.
• Strong financial modelling, valuation, and analytical skills.
• Solid understanding of financial statements and corporate finance concepts.

Responsibilities

• Conduct financial analysis, valuation, and due diligence on prospective investments.
• Build and maintain detailed financial models, including sensitivity and scenario analysis.
• Prepare investment memoranda, presentations, and materials for investment committees.
• Monitor portfolio performance and analyse financial and operational results.
• Conduct industry, company, and market research to support investment theses.

Skills

Analytical skills

Problem-solving

Financial modelling

Communication

Time management

Education

Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related discipline

Job description

Our client, with a strong track record in buyout and control investments are seeking a highly motivated Investment Associate to join our investment team. The role offers exposure across the full investment lifecycle, including sourcing, analysis, execution, and portfolio monitoring. The Investment Associate will work closely with senior investment professionals and play a key role in evaluating and executing investment opportunities.

Key Responsibilities

Investment Analysis & Execution

• Conduct financial analysis, valuation, and due diligence on prospective investments
• Build and maintain detailed financial models, including sensitivity and scenario analysis
• Prepare investment memoranda, presentations, and materials for investment committees
• Support transaction execution, including coordination with internal teams and external advisors
• Assist with deal documentation and closing processes

Portfolio Monitoring

• Monitor portfolio performance and analyse financial and operational results
• Support portfolio reviews, valuation updates, and exit analysis
• Assist with post-investment initiatives and value creation projects

Market & Industry Research

• Conduct industry, company, and market research to support investment theses
• Track market trends, comparable transactions, and valuation benchmarks
• Support sourcing initiatives through thematic research and opportunity screening

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related discipline
• 3–7 years of relevant experience in investment banking, private equity, asset management, private credit, venture capital, or strategy consulting
• Strong financial modelling, valuation, and analytical skills
• Solid understanding of financial statements and corporate finance concepts

Skills & Attributes

• Strong analytical and problem-solving skills with high attention to detail
• Ability to communicate complex concepts clearly and concisely
• Highly motivated, proactive, and able to work independently and as part of a team
• Strong time management skills with the ability to handle multiple priorities
• High level of professionalism, integrity, and accountability

Shortlisted candidates will be notified.