Investment & Operations Analyst

3 days ago

Singapore MEPHEZALEA MFO SINGAPORE PTE. LTD. Full time $3,500 - $5,000

We are a Multi-Family Office founded by principals from a prominent business family in India. Our mission is to provide comprehensive wealth management solutions tailored to the unique needs of ultra-high-net-worth individuals and families.

As part of our growing team, we are seeking an Investment cum Operations Analyst to support our investment and operations teams. The ideal candidate will possess strong analytical skills, independent thinking, attention to detail and the ability to generate actionable insights that support investment & operational decisions. This role will give a broad-based exposure to the candidate regarding Family Offices. We value integrity, collaboration, and long-term commitment to both our clients and our team.

Name of Organization: Mephezalea MFO Singapore Pte Ltd

Experience : 0-4 years (Preferred Experience in Equity Research & Analysis)

Education : Bachelors or Master’s Degree in Finance / Economics/ Business / Accounting. Any level of CFA qualification will be an added advantage.

Designation : Investment & Operations Analyst

Key Responsibilities:

  • Conduct comprehensive fundamental analysis of equities and other investment securities.
  • Evaluate financial statements, market trends, economic indicators, and other data using publicly available sources and financial databases to formulate investment recommendations across various asset classes.
  • Develop or assist in developing financial models to evaluate company performance and valuation metrics for equity investments.
  • Produce timely and insightful investment reports, presentations, and briefs for investment team and clients.
  • Collaborate closely with the investment team to support investment strategies and portfolio management decisions.
  • Client On-Boarding: Ensure the client’s risk profile and investment policy statements are well documented.
  • Interact with private banks or brokers for investment order placement and execution.
  • Liaise with custodians, fund administrators and other service providers for portfolio reconciliation.
  • Monitor the cash positions and reconcile the trades with internal records.
  • Staying abreast of regulatory and legislative changes and industry developments relevant to family office businesses.
  • Ensure data, records and document retention and safeguarding. Support for any concierge function for the Principal / Family Office.

Other Requisites

  • Strong quantitative and qualitative analytical skills with keen attention to detail.
  • Proficiency in financial databases such as Bloomberg, Refinitiv and FactSet.
  • Excellent written and verbal communication skills, with the ability to convey complex information effectively.
  • Intermediate/ Advanced user of MS Office Suite.
  • Ability to thrive in a fast-paced environment, prioritize workload, and meet deadlines.
  • Flexibility and adaptability to support organizational growth and capitalize on emerging opportunities.
  • Strong interpersonal skills and a collaborative team player.
  • Open to work on ad-hoc tasks as per organization’s requirements.
  • Client Advisor Competency Standards - Assessments I & II (or must be obtained within 90 days of the start date)
  • Clear regulatory, legal, and compliance history

Remuneration & Benefits

  • Pay will be commensurate with knowledge & experience.
  • Employee Health Insurance policy

Application Process

  • Email your resume to Hiring Manager: investments@mephezalea.com
  • No cover letter is required
  • We welcome any materials that highlight your skills in investment analysis and quantitative skills
  • Due to the expected high volume, only shortlisted candidates will be contacted.

  • Investment Operations Analyst

    1 hour ago

    Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesPortfolio Reporting and Managment: Performance Management reporting Cash Flow reporting & Management Produce comprehensive reports on investment performances, risk metrics and compliance for stakeholders Cash & Security Position Reconciliation Support Investment Management activities via deal due diligence and tracking market...

  • Strategic Investment Analyst

    5 days ago

    Singapore SINGAPORE JULONG INTERNATIONAL INVESTMENT PTE. LTD. Full time

    About Singapore Julong International Investment Pte. Ltd.We are a rapidly growing investment firm seeking a highly skilled Strategic Investment Analyst to join our team in Singapore.

  • Investment Analyst

    3 days ago

    Singapore TIH INVESTMENT MANAGEMENT PTE. LTD. Full time $6,000 - $8,000

    The Investment Analyst will be responsible for conducting investment analysis, research/execution in public equity and private credit, financial modeling, portfolio management, and providing financial insights and recommendations. He/she will work closely with the investment team to evaluate potential investment opportunities and assist in the execution of...

  • Investment Analyst

    7 days ago

    Singapore TIH INVESTMENT MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesThe Investment Analyst will be responsible for conducting investment analysis, research/execution in public equity and private credit, financial modeling, portfolio management, and providing financial insights and recommendations. He/she will work closely with the investment team to evaluate potential investment opportunities and...

  • Investment Portfolio Manager

    5 hours ago

    Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full time

    About TRISTAR INVESTMENT MANAGEMENT PTE. LTD.TRISTAR INVESTMENT MANAGEMENT PTE. LTD. is a leading investment management firm seeking an experienced Investment Operations Analyst to join our team in Singapore.Salary: SGD 60,000 - 80,000 per annumAbout the RoleAs an Investment Operations Analyst at TRISTAR INVESTMENT MANAGEMENT PTE. LTD., you will play a...

  • Senior Investment Analyst

    4 weeks ago

    Singapore RS INVESTMENT MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    About the RoleAt RS INVESTMENT MANAGEMENT (SINGAPORE) PTE. LTD., we are seeking a skilled Senior Investment Analyst to join our team in Singapore.The ideal candidate will be passionate about investing and have a deep understanding of emerging markets, particularly in China and globally.We offer a competitive salary range of SGD 150,000 - SGD 250,000 per...

  • Investment & Operations Analyst

    7 days ago

    Singapore MEPHEZALEA MFO SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesWe are a Multi-Family Office founded by principals from a prominent business family in India. Our mission is to provide comprehensive wealth management solutions tailored to the unique needs of ultra-high-net-worth individuals and families.As part of our growing team, we are seeking an Investment cum Operations Analyst to support our...

  • Investment analyst

    3 weeks ago

    Singapore AUSTRALASIAN PROPERTY GROUP PTE. LTD. Full time

    We are looking for a dynamic Investment Analyst. The Investment Analyst will report to the Directors and the Investment Manager directly and will be exposed to, and assist with, various financial tasks, analysis, and research for the real estate projects that APG is involved in. The company has a host of ongoing and upcoming projects invested in by...

  • Portfolio Manager: Investment Operations Expert

    24 hours ago

    Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full time

    Job Description:We are seeking a highly skilled Portfolio Manager to join our team at Tristar Investment Management PTE. LTD.About the Role:This is an exciting opportunity for a talented investment professional to take on a key role in our portfolio management operations, providing critical support to our investment teams and ensuring seamless execution of...

  • Investment Operations Analyst

    10 hours ago

    Singapore Robert Walters (Singapore) Pte Ltd Full time

    This role offers an exciting opportunity to work within a dynamic and fast-paced environment, focusing on foreign exchange markets and employing systematic investment programs based on fundamental macroeconomic and financial factors. Opportunity to work in a global investment firm Focus on foreign exchange markets and systematic investment programs...

  • Investment Analyst

    1 week ago

    Singapore GUOWEI INVESTMENT HOLDINGS PTE. LTD. Full time

    Roles & ResponsibilitiesKey Responsibilities:1. Provide insightful research reports on companies in the field of artificial intelligence.2. Collect market data and establish financial valuation models for investment targets.3. Monitor portfolio performance, rebalancing as needed to meet objectives.4. Execute and maintain new investments.5. Support business...

  • Investment Analyst Intern

    3 weeks ago

    Singapore Keppel Capital International Full time

    Job Title: Investment Analyst InternJob Summary:Keppel Capital International is seeking a highly motivated and detail-oriented Investment Analyst Intern to join our team. As an Investment Analyst Intern, you will be responsible for conducting market research, evaluating investment pipelines, and supporting fundraising efforts.Key Responsibilities:• Conduct...

  • Investment Analyst

    4 weeks ago

    Singapore FULLERTON FUND MANAGEMENT COMPANY LTD. Full time

    Roles & ResponsibilitiesRole SummaryThis is an Investment Analyst role reporting to the Head of Equities Research. The individual will be part of the Equities team under the Investment group. The analyst for this position will be based in Singapore.Key Duties and Responsibilities Produce investment research reports with actionable investment ideas for the...

  • Strategic Investment Professional

    1 day ago

    Singapore GUOWEI INVESTMENT HOLDINGS PTE. LTD. Full time

    About UsGUOWEI INVESTMENT HOLDINGS PTE. LTD. is a leading investment firm committed to delivering exceptional returns to our stakeholders.Job DescriptionWe are seeking an experienced Investment Analyst to join our team. As an Investment Analyst, you will play a crucial role in providing insightful research reports on companies in the field of artificial...

  • Investment fund analyst

    3 weeks ago

    Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full time

    Portfolio Reporting & Management Performance Monitoring: Monitoring and analysing investment performance metrics, including portfolio returns, asset allocation, risk measures, and benchmark comparisons, to evaluate the effectiveness of investment strategies. Reporting and Documentation: Generating investment operations reports, including investment...

  • Analyst, Investment

    3 days ago

    Singapore VENA ENERGY PTE. LTD. Full time $4,000 - $6,000

    Analysts in Vena Energy’s Investment team will support the execution of investment opportunities for Vena Energy in the renewable sector across Asia-Pacific. Key Responsibilities Support the investment process for new investments which will include project due diligence, research, financial modelling and valuation; Involve with Vena Energy’s...

  • Investment Fund Analyst

    1 week ago

    Singapore TRISTAR INVESTMENT MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesPortfolio Reporting & Management Performance Monitoring: Monitoring and analysing investment performance metrics, including portfolio returns, asset allocation, risk measures, and benchmark comparisons, to evaluate the effectiveness of investment strategies. Reporting and Documentation: Generating investment operations reports,...

  • Analyst, Investment

    7 days ago

    Singapore VENA ENERGY PTE. LTD. Full time

    Roles & ResponsibilitiesAnalysts in Vena Energy’s Investment team will support the execution of investment opportunities for Vena Energy in the renewable sector across Asia-Pacific.Key Responsibilities Support the investment process for new investments which will include project due diligence, research, financial modelling and valuation; Involve with...

  • Senior Investment Analyst

    1 month ago

    Singapore Global Sage Hong Kong Full time

    Investment AnalysisAt Global Sage Hong Kong, we seek a skilled Senior Investment Analyst to join our team. As a key member of our investment team, you will be responsible for conducting thorough analysis of investment opportunities across various asset classes, including equities, fixed income, real estate, and alternative investments.Fund and Portfolio...

  • Investment Analyst, Private Equity

    4 weeks ago

    Singapore SCHRODER INVESTMENT MANAGEMENT (SINGAPORE) LTD. Full time

    Roles & ResponsibilitiesPosition Overview Investment Analyst role within the Asia private equity / venture capital team. This hire is expected to play a key role in all aspects of our private equity fund investments and also support on co-investment transactions in the regions of India, SEA and developed Asia. There will also be collaboration with the...