Investment Advisory/portfolio Construction/research

**Job description**
- **Company's profile**_
- **About Adept Business Consultancy Pte Ltd ("Adept")**_

Adept is a distinguished management consulting firm specializing in delivering tailored solutions for both discerning individuals and corporations. With a comprehensive range of services, we cater to diverse needs across multiple sectors.

For Individuals, Adept offers expert guidance in family office planning, estate administration, mortgages, and investment seminars in collaboration with esteemed fund houses and property consultants.

For Corporations, Adept provides essential services such as corporate secretarial support, mergers and acquisitions consultation, private equity advisement, and Variable Capital Company (VCC) consultation. Our holistic approach extends to business continuity planning, ensuring organizations are prepared for any eventuality.

Our Expertise: Adept leverages a distinguished panel of experts including trust professionals, fund managers, and business strategists. This wealth of expertise allows us to deliver nuanced solutions that meet the unique needs of our clients.

Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance financial strategies for our clientele.

At Adept, we are committed to excellence, integrity, and innovation in every service we provide. Whether you are an individual seeking personalized financial management or a corporation navigating complex business landscapes, Adept stands ready to empower your success.
- **Internship Opportunities at Adept Business Consultancy Pte Ltd.**_

Adept is expanding its team and is excited to offer several internship opportunities across various areas of investment and wealth management. These roles are perfect for motivated undergraduates looking to gain hands-on experience and insights into the financial industry. Join us to learn from seasoned professionals and contribute to meaningful projects

**1. Investment Analyst Internship (Fund Management/Asset Management)**

**Key Responsibilities**:

- Support the fund manager and analysts with daily operations, focusing on data analysis and research.
- Conduct market research to uncover investment opportunities and emerging trends.
- Prepare and maintain financial models and databases for accurate reporting.
- Assist in creating reports and presentations for internal and client meetings.
- Monitor portfolio performance and aid in trade execution and documentation.
- Collaborate with team members on special projects and initiatives.
- Stay updated on industry news and developments that may impact investments.

**2. Wealth Management Advisory Insights Internship**

**Key Responsibilities**:

- Utilize data from various fund houses and investment firms for analytical and advisory purposes.
- Develop a comprehensive understanding of key asset investment instruments in the market.
- Attend investment classes conducted by prominent companies to grasp underlying investment principles, fund fact sheets, holdings, and philosophy.
- Shadow corporate bankers and the investment advisory team to gain insights into advisory practices.

**3. Market Research and Intelligence Internship (Property Investment)**

**Key Responsibilities**:

- Work closely with the research department to identify real estate trends and analyze relevant data.
- Provide administrative support and assist with assigned duties to ensure smooth operations.
- Collaborate with the team to identify key trends in the real estate sector and understand economic conditions affecting property prices and rents.
- Curate and analyze daily news from local business articles, selecting relevant real estate updates for research interpretation.
- Brainstorm with team members on property trends and data analysis.
- Report to the Head of Research and analysts to produce statistics for research publications and presentations.
- Receive training on in-house analytical tools to conduct comparison studies, including median prices and property sizes.
- Learn about investment and asset enhancement strategies from experienced collaborators.

**4. Trust and Estate Administration Internship**

**Key Responsibilities**:

- **Collaborate with Legal Professionals**: Work closely with lawyers specializing in estate administration to gain insights into legal processes and documentation required for managing estates and trusts.
- **Accounting for Trust Investments**: Assist in the accounting and management of underlying investments for various trust instruments. This includes monitoring investment performance and ensuring accurate financial reporting.
- **Corporate Secretarial Assistance**:

- **Compliance Management**: Support the corporate secretarial team in ensuring compliance with regulatory requirements specific to Singapore's legal framework, including maintaining statutory registers and filing necessary documents with regulatory authorities.
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