Investment Analyst


On behalf of our Client, a boutique asset management and corporate advisory firm, is seeking for a highly motivated Investment Analyst to join its Asset Management team. They are headquartered in Singapore with operations in Indonesia and affiliates in Southeast Asia. The Investment Analyst will work in partnership with the Director and Managing Director to develop strategies and investment solutions across asset classes that support their clients' needs.

Roles & Responsibilities

  • Assist with investment analysis using available resources (Bloomberg Terminal, CapIQ, Pitchbook, etc.) for company research, and provide quantitative and qualitative investment evaluation.
  • Conduct in-depth financial, industry and market research to support investment decisions
  • Prepare teasers, investment memos, client profiles, valuation models, reports, and pitch books, which will be presented to key stakeholders as an investment opportunity.
  • Monitor investment performance of respective investments in existing portfolios including appropriate returns benchmarking and tracking key metrics.
  • Work out financial models/projections for investment opportunities and scenarios, including but not limited to private credit, structured products, REITs, equities, and fixed-income.
  • Conceptualise and develop publication content to increase engagement and execution.



Requirements

  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • 1-3 years of experience in asset management, investment banking, equity research, or consulting.
  • Familiarity with Bloomberg Terminal, CapIQ, Pitchbook, or other financial databases.
  • Strong proficiency in Excel, financial modelling, and valuation techniques.
  • Strong written and verbal communication abilities with attention to detail.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Prior experience in managing their own investment portfolio


On behalf of our Client, a boutique asset management and corporate advisory firm, is seeking for a highly motivated Investment Analyst to join its Asset Management team. They are headquartered in Singapore with operations in Indonesia and affiliates in Southeast Asia. The Investment Analyst will work in partnership with the Director and Managing Director to develop strategies and investment solutions across asset classes that support their clients' needs.

Roles & Responsibilities

  • Assist with investment analysis using available resources (Bloomberg Terminal, CapIQ, Pitchbook, etc.) for company research, and provide quantitative and qualitative investment evaluation.
  • Conduct in-depth financial, industry and market research to support investment decisions
  • Prepare teasers, investment memos, client profiles, valuation models, reports, and pitch books, which will be presented to key stakeholders as an investment opportunity.
  • Monitor investment performance of respective investments in existing portfolios including appropriate returns benchmarking and tracking key metrics.
  • Work out financial models/projections for investment opportunities and scenarios, including but not limited to private credit, structured products, REITs, equities, and fixed-income.
  • Conceptualise and develop publication content to increase engagement and execution.


Requirements

  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • 1-3 years of experience in asset management, investment banking, equity research, or consulting.
  • Familiarity with Bloomberg Terminal, CapIQ, Pitchbook, or other financial databases.
  • Strong proficiency in Excel, financial modelling, and valuation techniques.
  • Strong written and verbal communication abilities with attention to detail.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Prior experience in managing their own investment portfolio