Company Overview:
Our client is a leading well established Family Office in Singapore with operations and investments spanning various industries and asset classes internationally.
Role Overview:
We are seeking an Associate or Senior Associate to join the Finance and Investments team, reporting to the Director of Treasury & Investments. The role will be focused on supporting both treasury operations and investment activities within the family office. The role is full time, onsite.
Key Responsibilities:
- Treasury Support: Prepare cash flow statements, assess available bank limits, and track cash movements to optimize treasury management.
- Meeting Support: Draft minutes of meetings, action-tracking reports, and proposals for the Investment Committee. Help set the agenda for internal investment-related meetings.
- Instruction Management: Prepare and monitor securities transfer and fund movement instructions. Liaise with banks on KYC matters and ensure compliance.
- Investment Data Review: Construct, monitor, and review investment data related to various securities. Report on variances and prepare detailed weekly reports every Friday.
- Research investment ideas & undertake due diligence
Required Experience & Qualifications:
- Education: Graduate degree in a relevant discipline, CFA (at least Level 1 or 2) or equivalent qualifications preferred.
- Experience: Minimum 2–3 years of relevant experience
- Skills:
- A strong interest in investments across multiple asset classes.
- Ability to adapt and thrive in a dynamic team environment.
- Excellent written and verbal communication skills.
- Understanding how a family office works is essential.
- Team-oriented mindset with a proactive approach to problem-solving.
