Investment Associate / Analyst

YISHENG MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A financial management firm in Singapore is seeking an Associate or Senior Associate to join the Finance and Investments team. This full-time onsite role involves supporting treasury operations and investment activities within the family office. The ideal candidate will have a graduate degree, at least 1 to 3 years of relevant experience, and a strong interest in investments across various asset classes.

Qualifications

• Minimum 1–3 years of relevant experience.
• Ability to adapt and thrive in a dynamic team environment.
• Understanding how a family office works is essential.

Responsibilities

• Prepare cash flow statements and assess bank limits for treasury management.
• Draft minutes of meetings and proposals for the Investment Committee.
• Prepare and monitor securities transfer and fund movement instructions.
• Construct, monitor, and review investment data related to securities.
• Research investment ideas and undertake due diligence.

Skills

Interest in investments across multiple asset classes

Excellent written and verbal communication skills

Problem-solving

Team-oriented mindset

Education

Graduate degree in a relevant discipline

CFA undertaking preferred

Job description

We are seeking an Associate or Senior Associate to join the Finance and Investments team, reporting to the Director of the company. 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.