Investment Associate

GRIT SEARCH PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading family office in Singapore is seeking an Associate or Senior Associate to support treasury operations and investment activities. Responsibilities include preparing cash flow statements, drafting meeting minutes, and reviewing investment data. The ideal candidate has a graduate degree, relevant experience of 1–3 years, and a strong interest in investments across various asset classes. This is a full-time, onsite position.

Qualifications

• Minimum 1–3 years of relevant experience.
• Understanding how a family office works is essential.

Responsibilities

• Prepare cash flow statements and track cash movements.
• Draft minutes of meetings and action-tracking reports.
• Prepare and monitor securities transfer instructions.
• Construct and review investment data.
• Research investment ideas and undertake due diligence.

Skills

Interest in investments across multiple asset classes

Excellent written and verbal communication skills

Team-oriented mindset

Problem-solving skills

Education

Graduate degree in a relevant discipline

CFA undertaking preferred

Job description

Company Overview:

Our client is a leading well established Family Office in Singapore with operations and investments spanning various industries and asset classes internationally.

Role Overview:

We are seeking an Associate or Senior Associate to join the Finance and Investments team, reporting to the Director of Treasury & Investments. The role will be focused on supporting both treasury operations and investment activities within the family office. The role is full time, onsite.

Key Responsibilities:

• Treasury Support: Prepare cash flow statements, assess available bank limits, and track cash movements to optimize treasury management.
• Meeting Support: Draft minutes of meetings, action-tracking reports, and proposals for the Investment Committee. Help set the agenda for internal investment-related meetings.
• Instruction Management: Prepare and monitor securities transfer and fund movement instructions. Liaise with banks on KYC matters and ensure compliance.
• Investment Data Review: Construct, monitor, and review investment data related to various securities. Report on variances and prepare detailed weekly reports every Friday.
• Research investment ideas & undertake due diligence

Required Experience & Qualifications:

• Education: Graduate degree in a relevant discipline, undertaking CFA preferred.
• Experience: Minimum 1–3 years of relevant experience
• Skills: A strong interest in investments across multiple asset classes.
  Ability to adapt and thrive in a dynamic team environment.
  Excellent written and verbal communication skills.
  Understanding how a family office works is essential.
  Team-oriented mindset with a proactive approach to problem-solving.