Wealth Management Trainee (Fresh Grad)

J.S.W; Singapore; Vor Ort; SGD 60.000 - 120.000; Vollzeit

Zusammenfassung

J.S.W, based in Singapore, is seeking a finance-focused analyst to build and maintain complex financial models (DCF, comps) and analyze statements to gauge company health. You will perform scenario analyses and contribute to investment evaluation.

You'll conduct macroeconomic and industry research, gather data from Bloomberg, Capital IQ, and FactSet, and prepare memos, decks, and IC materials, while participating in meetings and earnings calls to capture key takeaways for the team.

Qualifikationen

• Proven ability to build and maintain financial models (DCF, comparable company analysis).
• Experience analyzing Income Statement, Balance Sheet, and Cash Flow statements.
• Strong data gathering and analysis using financial terminals.

Aufgaben

• Build and maintain financial models to evaluate investment opportunities.
• Analyze financial statements to assess health and performance.
• Perform sensitivity and scenario analyses to stress-test investment assumptions.
• Conduct macroeconomic, industry, and sector research to identify trends and themes.
• Monitor portfolio companies and draft performance updates and risk assessments.
• Prepare investment memos, pitch decks, and presentations for the Investment Committee.
• Participate in earnings calls, management meetings, and industry conferences, taking notes for the team.

Kenntnisse

Financial modeling

Valuation (DCF)

Analytical thinking

Investment research

Ausbildung

Bachelor's in Finance/Economics

CFA Level I/II

Tools

Bloomberg Terminal

Capital IQ

FactSet

Jobbeschreibung

Financial Modeling & Valuation

Build and maintain financial models (DCF, trading comparables, precedent transactions) to evaluate potential investment opportunities.

Analyze financial statements (Income Statement, Balance Sheet, Cash Flow) to assess the financial health and historical performance of target companies.

Perform sensitivity and scenario analyses to stress-test investment assumptions.

Market Research & Analysis

Conduct macroeconomic, industry, and sector research to identify emerging market trends and investment themes.

Monitor and track existing portfolio companies , drafting regular performance updates and risk assessments.

Gather data from financial terminals (e.g., Bloomberg, Capital IQ, FactSet) and compile it into structured internal databases.

Deal Execution & Reporting

Assist in the due diligence process for new investments, collaborating with legal, tax, and operational teams.

Prepare investment memos , pitch decks, and presentations for the Investment Committee.

Participate in earnings calls , management meetings, and industry conferences, taking detailed notes for the team.