Investment Research Analyst

About the Role

We are seeking a highly analytical and commercially minded Investment Research Analyst to join a Singapore-based family office.

The successful candidate will support the investment team in identifying, evaluating and monitoring investment opportunities across global markets. The role will involve conducting in-depth fundamental research, financial analysis, valuation, due diligence and portfolio monitoring, with the opportunity to contribute directly to investment discussions anddecision-making.

This is an ideal opportunity for an intellectually curious investment professional who enjoys deep-dive research and is comfortable developing independent investment views.

Key Responsibilities

Investment Research & Analysis

• Conduct fundamental research on companies, industries, sectors and markets to identify attractive investment opportunities.
• Analyse business models, competitive positioning, management quality, industry dynamics and long-term growth prospects.
• Review annual reports, financial statements, earnings releases, investor presentations, regulatory filings and other relevant sources.
• Monitor global macroeconomic developments, market trends, geopolitical developments and industry-specific factors that may impact investments.
• Generate and present investment ideas supported by clear investment theses, catalysts, risks and valuation considerations.

Financial Modelling & Valuation

• Build and maintain detailed financial models to assess company performance and investment potential.
• Conduct valuation analysis using methodologies such as DCF, comparable companies, precedent transactions, dividend-based valuation and sum-of-the-parts analysis where appropriate.
• Perform scenario, sensitivity and downside analysis to assess potential investment outcomes.
• Analyse financial statements, profitability, cash flow generation, balance sheets and capital allocation decisions.

Due Diligence

• Conduct financial, commercial and industry due diligence on prospective investments.
• Assess investment risks, downside scenarios and key factors that could affect expected returns.
• Coordinate with external advisers, investment managers, brokers, research providers and other professional parties when required.
• Consolidate research findings into concise investment papers and recommendations.

Portfolio Monitoring

• Monitor existing investments and track company, sector and market developments.
• Review portfolio performance and assess whether existing investment theses remain intact.
• Highlight material changes, emerging risks and potential opportunities to the investment team.
• Prepare regular investment updates, portfolio reports and presentations for internal review.

Investment Support

• Assist the Principal / Investment Director with investment decisions and ad-hoc research projects.
• Maintain an organised database of investment research, financial models and supporting documentation.
• Support research across public equities, fixed income, private equity, real estate, funds and other alternative investments as required.
• Continuously develop knowledge of new sectors, markets, investment strategies and emerging investment opportunities.

Requirements

• Bachelor's degree or above in Finance, Economics, Accounting, Business, Mathematics or a related discipline .
• 2–5 years of relevant experience in investment research, asset management, investment banking, equity research, private equity, family office or a related investment environment.
• Strong understanding of financial statements, company analysis, valuation and investment principles.
• Strong financial modelling and analytical capabilities, with advanced proficiency in Microsoft Excel .
• Ability to conduct independent research and form well-reasoned investment views.
• Strong written and verbal communication skills, with the ability to present complex investment concepts clearly and concisely.
• Strong attention to detail, intellectual curiosity and commercial awareness.
• Ability to work independently in a lean and fast-paced family office environment.
• High level of integrity, discretion and confidentiality when handling sensitive financial and family-office information.

Other Information

• EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)
• EA Personnel Name & Registration Number: Keith Wong (R24125987)

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.