Investment Associate / Analyst
Toa Payoh Full-time
We are seeking an Associate or Senior Associate to join the Finance and Investments team, reporting to the Director of the company. The role will be focused on supporting both treasury operations and investment activities within the family office.
The role is full time, onsite.
Key Responsibilities:
- Treasury Support: Prepare cash flow statements, assess available bank limits, and track cash movements to optimize treasury management.
- Meeting Support: Draft minutes of meetings, action-tracking reports, and proposals for the Investment Committee. Help set the agenda for internal investment-related meetings.
- Instruction Management: Prepare and monitor securities transfer and fund movement instructions. Liaise with banks on KYC matters and ensure compliance.
- Investment Data Review: Construct, monitor, and review investment data related to various securities. Report on variances and prepare detailed weekly reports every Friday.
- Research investment ideas & undertake due diligence
Required Experience & Qualifications:
- Education: Graduate degree in a relevant discipline, undertaking CFA preferred.
- Experience: Minimum 1–3 years of relevant experience
- Skills: A strong interest in investments across multiple asset classes.
- Ability to adapt and thrive in a dynamic team environment.
- Excellent written and verbal communication skills.
- Understanding how a family office works is essential.
- Team-oriented mindset with a proactive approach to problem-solving.
Geylang, 4 km from Toa Payoh
We are seeking an Associate or Senior Associate to join the Finance and Investments team, reporting to the Director of the company. The role will be focused on supporting both treasury operations and investment activities within the family office...
AMBITION GROUP SINGAPORE PTE. LTD.Bedok, 9 km from Toa Payoh
Location: Singapore
Type: Full-Time, On-site
Experience: Analyst/Associate Investment Analyst/Associate – Single Family Office
I am partnered with a Single Family Office. We are looking to hire an Investment Analyst to be based in Singapore...
Phillip SecuritiesToa Payoh
Are you…
• Looking to build a strong career progression in the Financial Services industry?
• Driven and self-motivated for success?
• A good team player and have a positive mindset?
WE ARE LOOKING FOR YOU!
As an Associate Investment Consultant...