Our client is a leading investment and infrastructure group focused on delivering long-term value through strategic asset management and forward-looking investment planning. With a presence across Asia and a strong track record in engineering, construction, and capital markets, they continues to evolve with a growing focus on wealth and asset management solutions tailored to high-net-worth clients and institutional partners.
We are seeking a highly analytical and motivated Investment Analyst to join their Investment & Advisory team. The ideal candidate will support the firm’s research and portfolio management functions, contribute to investment due diligence, and provide insights that guide client investment strategies. This is a dynamic role for candidates passionate about financial markets, investment research, and portfolio construction.
Key Responsibilities
- Conduct quantitative and qualitative analysis of investment opportunities across equities, fixed income, alternative investments, and private markets.
- Prepare investment memos, market outlooks, and client-ready reports summarizing portfolio performance and macroeconomic trends.
- Monitor existing portfolio holdings and assist in performance attribution analysis.
- Support due diligence efforts on fund managers and new asset classes.
- Assist with portfolio modeling, asset allocation analysis, and scenario planning.
- Liaise with internal teams and external partners to coordinate execution and reporting.
- Contribute to internal investment committees with research, insights, and presentations.
- Maintain and enhance financial databases, internal models, and research tools.
Key Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related discipline. CFA Level I (or higher) preferred.
- 2-4 years of relevant experience in investment management, asset management, private banking, or financial analysis.
- Strong analytical and quantitative skills; proficiency in Excel, Bloomberg, and financial modeling.
- Exceptional written and verbal communication skills.
- Self-starter with strong attention to detail, time management, and organizational - ability.
- Ability to work collaboratively in a fast-paced, entrepreneurial environment.
- High integrity, professionalism, and a client-first mindset.
If you feel this role suits you, please reach out to Asher Tan at asher.tan@annexion-partners.com