Investment Analyst, Family Office
LMA Recruitment SG ·www.lmarecruitment.com.sg
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Overview
We are seeking a highly analytical and driven Investment Analyst to join a dynamic family office. This role offers broad exposure across asset classes and investment strategies, supporting the end-to-end investment process from origination to execution and portfolio management. The successful candidate will work closely with senior stakeholders to evaluate opportunities, optimise portfolio performance, and drive long-term value creation.
Key Responsibilities:
We are seeking a highly analytical and driven Investment Analyst to join a dynamic family office. This role offers broad exposure across asset classes and investment strategies, supporting the end-to-end investment process from origination to execution and portfolio management. The successful candidate will work closely with senior stakeholders to evaluate opportunities, optimise portfolio performance, and drive long-term value creation.
Key Responsibilities:
- Support the investment and asset management of the Group’s portfolio, with a focus on enhancing value, returns, and overall performance.
- Develop and maintain robust financial models to support investment evaluation, pricing strategies, yield optimisation, and capital allocation decisions.
- Conduct in-depth financial, strategic, and operational analysis to support investment decisions, including regular and ad-hoc portfolio performance reviews.
- Assist in the execution of acquisitions, divestments, and strategic transactions, including financial modelling, due diligence, and investment evaluation.
- Perform market and sector research, including competitive benchmarking and analysis of key industry trends across relevant asset classes.
- Support capital markets and corporate finance activities such as refinancing, fund raising, and portfolio optimisation initiatives.
- Prepare high-quality investment papers, presentations, and investment memoranda for internal stakeholders and external partners.
- Collaborate with internal and external stakeholders including advisors, financial institutions, and operating partners.
- Undertake additional responsibilities as required to support the family office’s investment and strategic objectives.
- Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
- 2–5 years of relevant experience in investment banking, private equity, asset management, or a family office environment.
- Strong financial modelling and analytical skills, with proficiency in Excel and PowerPoint.
- Solid understanding of financial statements, valuation methodologies, and investment analysis.
- Strong commercial acumen with the ability to think critically and independently.
- Excellent communication and presentation skills.
- High level of integrity, discretion, and professionalism in handling confidential information.
Frequently asked questions
Who is hiring for the Investment Analyst, Family Office role?
LMA Recruitment SG is hiring for the Investment Analyst, Family Office position, a Shazamme client. Apply directly on the employer's career site.
Where is the Investment Analyst, Family Office job located?
The Investment Analyst, Family Office role with LMA Recruitment SG is based in Singapore, SG.
Is the Investment Analyst, Family Office role full-time or contract?
This is a full time position at LMA Recruitment SG.
What experience level is the Investment Analyst, Family Office role?
The Investment Analyst, Family Office position is aimed at mid-level candidates.
How do I apply for the Investment Analyst, Family Office role at LMA Recruitment SG?
Apply directly on LMA Recruitment SG's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.