Description

The hiring organisation is an established entity within the financial services industry.

Description

Portfolio Management:

• Oversee a portfolio of institution-sized capital across asset classes, including private equity, public markets, real estate, and alternatives.

• Track and analyse fund and portfolio-level performance, including IRR, MOIC, NAV movements, and benchmark comparisons.

• Prepare quarterly investment reports summarizing portfolio performance, key drivers of returns, and material valuation changes.

• Coordinate with fund General Partners (GPs) and the Investor Relations (IR) team to gather and synthesize updates on portfolio company performance and fund-level reporting.

• Monitor investment holdings for news, fund manager updates, capital call/distribution notices, and changes to the investment thesis.

• Conduct periodic portfolio reviews to assess asset allocation, liquidity profile, and exposure concentration.

• Support rebalancing decisions in line with strategic asset allocation targets and dynamic family objectives.

• Maintain database of capital account statements, fund documentation, and key investment terms.

Investment Analysis and Research:

• Lead analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.

• Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.

• Generate investment ideas and optimize investment processes.

• Formulate and implement the investment strategies with a focus on alpha generation and attractive risk-adjusted returns through various market cycles.

• Prepare detailed investment memos and presentations for the Investment Committee.

Relationship Management:

• Build and maintain relationships with external investment managers, advisors, and service providers.

• Ensure alignment of investment objectives by co-ordinating with team members, and internal stakeholders.

Reporting and Compliance:

• Keep abreast of market developments, economic indicators and regulatory changes whilst regularly updating senior management and stakeholders on fund performance.

• Monitor and ensure compliance with all relevant regulatory requirements and internal controls.

Continuous Learning and Development:

• Stay updated with industry trends, market developments, and investment strategies.

• Continuously improve investment analysis techniques and methodologies.

Profile

A successful Investment Analyst/Associate should have:

• A strong academic background in finance, economics, or a related field.
• Proficiency in financial modelling and analysis tools, such as Excel and Bloomberg.
• Knowledge of investment principles and portfolio management concepts.
• Excellent written and verbal communication skills for effective reporting and presentation.
• Attention to detail and the ability to work under pressure to meet deadlines.
• A proactive approach to problem-solving and the ability to work collaboratively in a team.

Job Offer

• Competitive salary

Michael Page International Pte Ltd. (Company No. 199804751N) is acting as an Employment Agency in relation to this vacancy. To apply online please click the 'Apply' button. For a confidential discussion about this role please contact Shiya Guan (Lic No: R1981877 / EA No.: 18S9099) on +65 6416 9859.