Expression of Interest- Family Office Investment Analyst

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.

Key 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