Investment Associate

Tech Aalto Pte ltd; Singapore; On-site; SGD 90,000 - 150,000; Full time

Benefits offered by this job

Direct investment exposure

Cross-asset exposure

High visibility

Mentorship

Collaborative culture

Job summary

Tech Aalto Pte ltd in Singapore is seeking an Investment Associate to support investment execution and portfolio oversight for UHNW families and family offices across Asia. You will contribute across the full lifecycle from due diligence to monitoring and client delivery.

The role emphasizes financial modelling, market research, and disciplined risk management within a boutique advisory setting, offering high visibility and mentorship from senior professionals.

Qualifications

• 2–7 years of experience in family office, private banking, asset management, private equity, or investment banking.
• Strong financial modelling and analytical skills.
• Excellent communication and attention to detail.
• Proficiency in Excel and PowerPoint; experience preparing investment memoranda.
• Bachelor’s degree in Finance, Economics, or Business; CFA/MBA preferred.

Responsibilities

• Due Diligence & Investment Analysis: Conduct market, sector, and company research; build valuation models.
• Execution & Structuring: Support trade execution, documentation review, and coordination with legal, tax, and compliance teams to ensure proper structuring.
• Portfolio Monitoring & Reporting: Maintain dashboards tracking NAV, IRR, and cash flows; prepare periodic performance and outlook reports.
• Stakeholder & Client Communication: Support partners in meetings, ensuring clear alignment across tax, legal, and governance priorities.
• Risk Management & Compliance: Apply disciplined risk management, monitor liquidity and concentration exposures, ensure documentation and audit readiness.

Skills

Financial modelling

Analytical thinking

Communication

Excel

PowerPoint

Investment memoranda

Education

Bachelor's degree in Finance/Economics/Business

CFA/MBA preferred

Tools

Excel

PowerPoint

Job description

Investment Associate

Location: Singapore

Role Summary

We are seeking for our client an exceptional Investment Associate to join their Singapore team. You will help drive investment execution and portfolio oversight for UHNW families and family offices across Asia — blending institutional investment discipline with the personalized service of a boutique advisory. You will be involved across the full investment lifecycle — from due diligence and structuring to monitoring, reporting, and client delivery.

Key Responsibilities

Due Diligence & Investment Analysis: Conduct market, sector, and company research; build valuation models; prepare proposals summarizing risks and recommendations.

Execution & Structuring: Support trade execution, documentation review, and coordination with legal, tax, and compliance teams to ensure proper structuring.

Portfolio Monitoring & Reporting: Maintain dashboards tracking NAV, IRR, and cash flows; prepare periodic performance and outlook reports.

Stakeholder & Client Communication: Support partners in meetings, ensuring clear alignment across tax, legal, and governance priorities.

Risk Management & Compliance: Apply disciplined risk management, monitor liquidity and concentration exposures, ensure documentation and audit readiness.

Experience & Skills

• 2–7 years of experience in family office, private banking, asset management, private equity, or investment banking.
• Strong financial modelling and analytical skills.
• Excellent communication and attention to detail.
• Proficiency in Excel and PowerPoint; experience preparing investment memoranda.
• Bachelor’s degree in Finance, Economics, or Business; CFA/MBA preferred.

What We Offer

• Work directly with partners on sophisticated investments.
• Cross-asset and regional exposure with strong learning potential.
• High visibility and ownership in a collaborative environment.
• Mentorship from senior professionals.
• Culture focused on integrity, collaboration, and long-term impact.

Core Competencies & Attributes

• Strategic thinker with intellectual curiosity across asset classes.
• Analytical rigor in modelling, valuation, and reporting.
• Strong stakeholder management and interpersonal communication.
• Integrity and discretion in handling confidential information.
• Adaptive, resilient, and entrepreneurial mindset in a boutique setting.