Expression of Interest- Family Office Investment Analyst

Responsibilities

• Investment Research: Conduct in-depth analysis of equities, fixed income, private equity, venture capital, and alternative investments.
• Portfolio Monitoring: Track performance, risk metrics, and liquidity across multi-asset portfolios.
• Due Diligence: Evaluate fund managers, direct investments, and co-investment opportunities.
• Reporting: Prepare investment memos, quarterly reports, and presentations for stakeholders.
• Market Intelligence: Monitor macroeconomic trends, regulatory changes, and sector developments relevant to family office investments.
• Collaboration: Work closely with external advisors, fund managers, and internal stakeholders to align investment strategies with family objectives.
• Confidentiality: Uphold the highest standards of discretion and integrity in handling sensitive financial information
• Required Skills & Qualifications
• Bachelor's or Master's degree in Finance, Economics, Business, or related field.
• 2-5 years of experience in investment banking, asset management, or family office environment.
• Strong financial modeling and valuation skills (DCF, comparables, scenario analysis).
• Proficiency in Bloomberg, Excel, and financial databases.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple projects simultaneously.
• High ethical standards and discretion in handling confidential matters
• We will go through your application and update you if you are shortlisted.
• However, rest assured that all applications will be updated to our talent bank for future opportunities
• EA Personnel Name: Lian Cher Chieh
• EA Personnel Reg. no.: R1217705
• EA License no.: 25C2810EA

Additional Information

Our clients are looking for Family Office Investment Analyst to support portfolio management, investment research, and strategic asset allocation for a high-net-worth family office. The ideal candidate will combine strong analytical skills with discretion, professionalism, and the ability to evaluate diverse investment opportunities across asset classes.

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