Investment Analyst - Single-Family Office

About the role

A Single-Family Office was founded in 2020 and is headquartered in The Netherlands, with subsidiaries in Switzerland, Kenya, and Singapore. Its primary goal is to manage, preserve, and grow assets for its principal. The assets are invested across public equities, investment funds, private companies, and real estate. The main investment themes include Marine, Africa, Energy Transition, Food & Agriculture, and Technology/Fintech. For our Singapore office, we are seeking an Investment Analyst. The role of the Investment Analyst is to support the mapping, analysis, monitoring, and evaluation of existing and new investments. The role may also expand to include analytical support for the firm's overseas subsidiaries in The Netherlands, Switzerland, and Kenya. The Investment Analyst plays an important role in the investment process and contributes significantly to the successful operation of the Family Office. Job Description: The Investment Analyst will champion the monitoring process of fund and direct investments. The role involves collecting market and company-specific information, performing research, analyzing assets, company performance, investment structures, and capital planning. The Family Office maintains direct investments across both large and small-scale businesses, invests in venture capital through dedicated funds and co-investments, and has exposure through private equity funds. The successful candidate will work across a broad range of investment topics while also developing deeper expertise in one or two specific sectors to build long-term value within the investment team. The Investment Analyst will report to the Investment Manager while working closely within a collaborative investment team. Team members discuss and evaluate insights collectively before making final recommendations and proposing investment decisions to the Investment Committee. Collaboration, effective communication, presentations, and information sharing are therefore essential aspects of the role. The Investment Analyst is expected to collect and interpret data, including company financial statements, price movements, currency adjustments, and yield fluctuations. Research responsibilities also extend to macroeconomic developments such as regional economic trends, regulatory changes, and emerging markets. The role will involve direct interaction with fund managers and the management teams of portfolio companies.

Responsibilities

• Portfolio Monitoring - Monitor the performance of existing investments, track key performance indicators (KPIs), and prepare regular reports for internal and external stakeholders.
• Research and Analysis - Conduct thorough research and analysis of potential investment opportunities, including financial statements, market trends, and competitive landscapes.
• Financial Modeling - Develop and maintain complex financial models to evaluate investment opportunities, including discounted cash flow (DCF) analysis, comparable company analysis (CCA), and other valuation methodologies.
• Due Diligence - Assist in conducting due diligence on prospective investments, including legal, financial, and operational aspects, to assess risks and opportunities.
• Investment Memoranda - Prepare investment memoranda and presentations for internal stakeholders and the Investment Committee, summarizing key findings, investment thesis, and recommendations.
• Deal Execution - Support senior team members in deal execution processes, including negotiation, structuring, and documentation of transactions.
• Market Research - Stay informed about market trends, industry developments, and regulatory changes relevant to the investment portfolio.
• Relationship Management - Build and maintain relationships with external advisors, investment partners, fund managers, and industry experts to source and evaluate investment opportunities.
• Cross-functional Collaboration - Collaborate with colleagues across legal, finance, and operations to ensure the smooth execution and ongoing management of investments.
• Continuous Learning - Stay abreast of best practices in investment management, attend relevant conferences, and pursue professional development opportunities to enhance technical knowledge and skills.

Requirements

• A Master's degree in Finance, Economics, Business Administration, or a related discipline is the minimum requirement.
• CFA certification is an advantage, as are additional qualifications in Accounting, Statistics, or Physical Sciences.
• Candidates should possess 1-4 years of relevant practical experience together with positive professional references.
• The ideal candidate possesses a strong analytical mindset with a keen ability to identify mathematical patterns and correlations. Detecting trends early and leveraging specialist knowledge to capitalize on investment opportunities are key value drivers for the Family Office.
• Previous experience in investment banking, private equity, venture

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