Investment Analyst

This role is responsible for assisting the Investment Team managing a wide spectrum of investments and related operations of the Family Office which includes:

1. Creating investment mandates, investment plans, portfolio construction strategies, security selection and deployment plans for the portfolio.
2. Participate in quarterly fund manager calls and help extract portfolio analytics to effectively monitor and conduct performance review of existing investments in view of the entire portfolio and asset allocation.
3. Prepare monthly/quarterly performance reports of the underlying investments and entire portfolio.
4. Support in assessment and migration into the necessary tools - reporting solution, deal flow management, any others if necessary, such as AI tools for investment assessment, investment DD etc.
5. Participate in monthly/quarterly calls with investee companies and prepare summary of company updates to be shared with Principals.
6. Assist in thematic/sector/equity research towards investment thesis development.
7. Analyze and summarize subscription documents of potential investments from commercial, legal, and financial perspectives.
8. Create business/financial models on Excel for new investment ideas.

Profile:

1. 1-2 years of work experience in wealth management, portfolio management.
2. Degree holder or working towards an MBA. CFA/CAIA/FRM qualification would be an advantage.
3. Experience across Direct Equities, Fixed Income, Mutual Funds, Private Equity, and Venture Capital is preferred.
4. Good working knowledge of Microsoft Excel and PowerPoint.
5. Excellent written, verbal communication skills, and presentation skills. Must be able to work well in a multi-cultured, diverse team.
6. Well organized with great attention to detail.
7. Capable of understanding direction and being a team player as well as being a self-starter and independent worker.