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Permohonan ditutup pada 5 Nov 2026.
Investment Analyst | Single Family Office
SMTP CONSULT PTE. LTD.
Disiarkan sebulan yang lepas • Ditutup 5 Nov 2026
Penerangan Kerja
Tanggungjawab
Job Overview
:
We are seeking a proactive, analytical, and detail-oriented Investment Analyst to support our client's investment operations and financial activities. This role involves close collaboration with internal and external stakeholders, including shareholders, commercial and merchant banks, and the accounting team.
Responsibilities:
Liaise with merchant banks and investment professionals to source and evaluate investment opportunities
Participate in weekly investment committee meetings with company’ shareholders to support strategic asset allocation decisions
Work closely with internal finance and accounts teams to ensure proper booking, accounting, and reconciliation of investment and trade finance transactions
Conduct due diligence and support documentation for new investments and financial instruments
Use various tools to generate portfolio risk reports and propose mitigation strategies
Monitor financial markets and maintain internal dashboards and reports on investment performance and risk metrics
Consolidate data across multiple investment accounts into a unified portfolio reporting system
Liaise with commercial banks to support ongoing financial operations and facilitate the expansion of the company's banking relationships
Assist in preparing investment proposals, board papers, and quarterly performance updates for shareholders
Setting up liaising with various law firms or corporate service providers to set up with establishment of various structures
Skills and Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Minimum 1 year of experience in investment management, corporate finance, or financial services (preferred)
Strong understanding of financial instruments, trade finance, and investment accounting principles
Passion for investing and a desire to learn and practice long-term investment strategies
Ability to evaluate investment opportunities across developed (e.g., USA) and emerging markets
Excellent communication and interpersonal skills to effectively engage with internal and external stakeholders
Strong proficiency in Microsoft Excel and financial reporting tools
Experience working in a multicultural, cross-border team environment
EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)
EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)
SMTP Consult Pte Ltd is a family office concierge service firm that caters to our client’s needs as they immigrate to Singapore. Our goal is to help our clients with their relocation needs as they settle in Singapore and provide bespoke services based on their specific requirements.
:
We are seeking a proactive, analytical, and detail-oriented Investment Analyst to support our client's investment operations and financial activities. This role involves close collaboration with internal and external stakeholders, including shareholders, commercial and merchant banks, and the accounting team.
Responsibilities:
Liaise with merchant banks and investment professionals to source and evaluate investment opportunities
Participate in weekly investment committee meetings with company’ shareholders to support strategic asset allocation decisions
Work closely with internal finance and accounts teams to ensure proper booking, accounting, and reconciliation of investment and trade finance transactions
Conduct due diligence and support documentation for new investments and financial instruments
Use various tools to generate portfolio risk reports and propose mitigation strategies
Monitor financial markets and maintain internal dashboards and reports on investment performance and risk metrics
Consolidate data across multiple investment accounts into a unified portfolio reporting system
Liaise with commercial banks to support ongoing financial operations and facilitate the expansion of the company's banking relationships
Assist in preparing investment proposals, board papers, and quarterly performance updates for shareholders
Setting up liaising with various law firms or corporate service providers to set up with establishment of various structures
Skills and Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Minimum 1 year of experience in investment management, corporate finance, or financial services (preferred)
Strong understanding of financial instruments, trade finance, and investment accounting principles
Passion for investing and a desire to learn and practice long-term investment strategies
Ability to evaluate investment opportunities across developed (e.g., USA) and emerging markets
Excellent communication and interpersonal skills to effectively engage with internal and external stakeholders
Strong proficiency in Microsoft Excel and financial reporting tools
Experience working in a multicultural, cross-border team environment
EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)
EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)
SMTP Consult Pte Ltd is a family office concierge service firm that caters to our client’s needs as they immigrate to Singapore. Our goal is to help our clients with their relocation needs as they settle in Singapore and provide bespoke services based on their specific requirements.