Investment Associate, Family Office

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

Job summary

A prestigious family office in Singapore is seeking a highly motivated investment professional for a buy-side role. This position involves critical reporting, oversight, and due diligence functions, offering exposure to a diversified investment portfolio. The ideal candidate has approximately 1 year of experience in wealth or asset management, a relevant degree, and strong skills in financial data analysis. Competitive opportunities await in this growing buy-side team.

Qualifications

• Approximately 1 year of professional experience in wealth management, asset management, or related field.
• Solid foundational understanding of at least two core asset classes.
• Technical proficiency in managing, analyzing, and presenting complex financial data.

Responsibilities

• Prepare accurate monthly performance reports and oversee Treasury and Investment Report.
• Assist in managing the family office's core investment system.
• Conduct detailed analysis of existing portfolio holdings and new investment opportunities.
• Summarize key takeaways from meetings and analyze investment documents for compliance.

Skills

Analytical skills

Attention to detail

Initiative

Team player

Education

Relevant Degree

CFA or MBA progress/completion

Tools

Microsoft Excel

Microsoft Word

Job description

Rare Buy-Side Opportunity

This is a rare and exceptional opportunity to secure a buy-side role within a prestigious Family Office (SFO).

We are seeking a highly motivated and meticulous investment professional ready to take ownership of critical reporting, oversight, and due diligence functions within our client's firm. This role offers unmatched exposure to a diversified, multi-asset class investment portfolio and allows you to contribute directly to the strategic investment process. If you thrive on independent work, possess strong analytical skills, and are an excellent team player, we want to hear from you.

Key Responsibilities

You will be integral to the smooth operation and oversight of the investment portfolio, with responsibilities including:

• Performance Monitoring & Reporting: Prepare accurate monthly performance reports and take full ownership of the month-end Treasury and Investment Report, detailing activities across corporate, trust, and personal investment portfolios.
• Operational Management: Assist in managing the family office's core investment system to ensure data accuracy and efficient operations.
• Research & Due Diligence: Conduct detailed analysis and review of existing portfolio holdings. Generate investment ideas, perform market research, and conduct due diligence on fund managers and new investment opportunities.
• Documentation & Compliance: Summarize key takeaways from external calls and meetings. Analyze and review subscription and investment documents for accuracy and compliance.

What We Are Looking For

• The ideal candidate is an initiative-taker with a solid foundation in finance and a keen eye for detail.
• Experience: Approximately 1 year of professional experience in wealth management, asset management, or a related field.
• Asset Class Knowledge: Solid foundational understanding of at least two core asset classes (e.g., Fixed Income, Mutual Funds, Equities, Derivatives).
• Education/Credentials: A relevant Degree is required. Progress towards or completion of the CFA or an MBA is highly desirable.
• Technical Proficiency: Strong proficiency in Microsoft Excel and Word; proven ability to effectively manage, analyze, and present complex financial data.
• Soft Skills: Must be able to work independently, accurately interpret complex directions, and consistently demonstrate a positive, value-add contribution to the team and the SFO.

Why Join This Premier Buy-Side Team?

This role offers a unique chance to work closely with senior leadership in a focused, high-impact environment. You will be exposed to a breadth of investment strategies, gain hands-on experience in the critical processes that underpin successful wealth management, and join an exclusive and growing buy-side team that values both rigor and a collaborative spirit.

If you are ready to apply your technical skills and proactive attitude to a role that demands both precision and insight, please submit your resume here.