Investment Research Analyst | Family Office | WFH

Job Overview:

You will work closely with the team to provide comprehensive investment recommendations and contribute to the achievement of the family office's financial objectives.

Key Responsibilities:

• Conduct in-depth research and analysis on potential investment opportunities across various asset classes, including equities, fixed income, real estate, private equity, and alternative investments.
• Evaluate and analyse financial statements, company performance, industry trends, and macroeconomic factors to identify investment prospects and risks.
• Prepare detailed investment reports, investment memos, and presentations to present findings and recommendations to senior management and investment committees.
• Monitor and track existing investments, including performance analysis and regular updates on market conditions, industry dynamics, and regulatory changes.
• Assist in portfolio management activities, including asset allocation, risk assessment, and performance evaluation.
• Stay updated on industry developments, regulatory changes, and best practices in investment research and analysis.

Key Requirements:

• Bachelor's degree in finance or CFA qualifications.
• 2 - 3 years of relevant work experience.
• Strong financial analysis skills with a deep understanding of investment valuation techniques, financial modelling, and quantitative analysis.
• Proficiency in utilizing financial databases, research tools, and software (e.g., Bloomberg, FactSet, Morningstar, Excel, PowerPoint) to gather and analyse investment data.
• Excellent written and verbal communication skills to prepare comprehensive investment reports and effectively communicate findings and recommendations to stakeholders.
• Professionalism, integrity, and a strong work ethic to uphold confidentiality and high ethical standards in handling sensitive financial information.

EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)