PR/096891 | Investment Analyst

OVERVIEW

Our client is an MAS-licensed fund management company based in Singapore.

They specialize in customized private market solutions for wealth management firms, helping partners deepen client engagement and deliver tailored investment opportunities to high-net-worth individuals and family offices.

Key Responsibilities 

• Participate in all aspects of private market deals, including origination, screening, due diligence, and structuring.

• Update and maintain a high-quality database of primary and secondary private market issues.

• Build and sustain relationships with potential buyers and sellers.

• Collaborate with internal and external stakeholders to produce key marketing materials, such as fact sheets and investment decks.

• Support the business development team in marketing direct investments to clients.

• Stay informed on the latest market trends and relevant news.

• Ensure strict adherence to regulatory and compliance requirements.

Requirements 

• The ideal candidate holds at least a bachelor’s degree, preferably in finance, accounting, economics, or business administration, with 2–3 years of relevant work experience. A master’s degree in finance or business administration is a plus but not required.

• Experience in client-facing roles, stakeholder management, or consulting, particularly within the finance industry, is preferred.

• Strong project management and organizational skills, with the ability to manage multiple workstreams simultaneously.

• Critical thinking skills with a focus on improving and developing products.

• Excellent written and verbal communication skills, with the ability to articulate ideas clearly to both internal and external stakeholders.

• Fluency in English and Mandarin with strong business proficiency is required due to business needs.

• Self-motivated, intellectually curious, and capable of working independently with minimal supervision.

• Experience in data management, processing, or analysis is advantageous.

• Proficiency in MS Office (especially Excel and PowerPoint), with working knowledge of SQL and Python demonstrated through professional or academic projects.

• A collaborative team player who can work effectively across functions and business units.

We regret to inform that only shortlisted candidates will be notified. Appreciate your understanding.

EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Reg No. R1879356
EA Personnel Name: Tan Deshun
 

#LI-JACSG 

#countrysingapore