About This Role
An Investment Analyst supports a family office's multi-asset investment portfolio. This role involves conducting investment research, evaluating opportunities across various asset classes, and developing actionable investment recommendations for Ultra-High-Net-Worth Individuals (UHNIs) and family offices. It requires strong financial and analytical capabilities, sound investment judgment, and the ability to leverage AI tools to improve research efficiency and decision-making.
Responsibilities
- Research and evaluate investment opportunities across listed equities, fixed income and debt instruments, REITs, InvITs, and structured products
- Translate research findings and investment ideas into clear, concise investment memos with actionable recommendations
- Track existing portfolio holdings, assess investment performance, monitor risks, and identify key market developments and investment catalysts
- Evaluate investment opportunities based on risk-return profiles, market conditions, valuation, and portfolio objectives
- Effectively use AI tools to accelerate research, investment screening, data analysis, and drafting while applying independent judgment to validate findings and conclusions
- Monitor relevant market trends, economic developments, and regulatory changes that may affect investment decisions
- Assist in evaluating new opportunities and providing research-backed insights to support portfolio allocation and investment decisions
Requirements
- Mandatory Qualification: CA (Chartered Accountant) or equivalent qualification, along with CFA Level III candidacy or higher
- 1-4 years of experience in buy-side research, family offices, wealth management, investment research, or related financial services roles is preferred
- Strong analytical, financial modelling, research, and critical-thinking skills
- Good understanding of investment products commonly used by UHNIs and family offices
- Ability to evaluate investment opportunities across multiple asset classes and articulate the associated risks and potential returns
- Proficiency in leveraging AI tools to enhance research workflows, screening, analysis, and documentation
- Excellent written and verbal communication skills, with the ability to present complex investment ideas clearly and concisely
- High ownership mindset, attention to detail, intellectual curiosity, and a strong sense of accountability
