Adept Investment / Portfolio Construction Program

at  Adept Business Consultancy Pte Ltd

Company
Adept Business Consultancy Pte Ltd
adeptbc.com.sg
Designation
Adept Investment / Portfolio Construction Program
Date Listed
20 Aug 2024
Job Type
Entry Level / Junior Executive, Experienced / Senior Executive
Free/ProjPart/TempIntern/TS
Job Period
Flexible Start, For At Least 2 Months
Profession
Consulting
Industry
Consultancy
Location Name
Singapore
Allowance / Remuneration
$700 - 1,000 monthly
Company Profile

ABOUT ADEPT CONSULTANCY PTE LTD

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.
Some of these services are provided through our internal network of subject matter experts
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.
Job Description

ADEPT INVESTMENT/PORTFOLIO MANAGEMENT PROGRAM

The Adept IPM Program is an exceptional opportunity designed for ambitious individuals seeking to gain comprehensive exposure to the dynamic world of consulting. This program offers hands-on experience across multiple sectors, providing interns with a unique platform to develop their expertise and build a robust professional network.

Trustee Office Exposure: Interns will have the opportunity to delve into the intricacies of family office setups, trusts, and estate administration. Responsibilities may include:

• Drafting Wills and managing the administration of estates.
• Conducting trust accounting for underlying trusts and investments.
• Preparing resolutions and statutory filings for trusts. Additionally, interns will participate in marketing initiatives, such as creating campaigns for our services, enhancing our websites, and refining our fee guides and collateral.

Corporate Secretary Office Exposure: This aspect of the program provides insight into due diligence, company formation, and corporate finance. Interns will learn the critical processes behind establishing and maintaining corporate entities, gaining valuable experience in the compliance and financial frameworks that underpin successful businesses.
Wealth Management Office Exposure: Interns will have the opportunity to network with prestigious fund houses and product providers, gaining exposure to portfolio construction, client advisory, business owner planning, and corporate advisory. This experience will equip interns with the skills necessary to advise and manage high-net-worth clients effectively.
Fund Manager’s Office Exposure: This segment offers a deep dive into the operations of a fund manager’s office. Interns will learn about submission and redemption of investment units, pre-trade order execution, and due diligence processes. This exposure is invaluable for understanding the complexities of investment management and the importance of precision in decision-making. Candidates will also learn on VCCs and SFOs set ups, which will provide an insightful expose to investments
Property Consulting Office Exposure: Interns will explore the realm of property investment, including portfolio construction and property asset management. This experience will provide insights into the strategic considerations involved in managing and growing real estate assets.
Program Structure: Throughout the program, interns will rotate across these specialized offices, receiving training and shadowing opportunities with subject matter experts. Interns will also be tasked with conducting research and producing articles for newsletters or social media content, enhancing client engagement and providing insightful market outlooks.
The Adept Business Consultancy Insights Program is ideal for individuals looking to build a strong foundation in consulting, with exposure to a diverse range of disciplines and the opportunity to learn from industry leaders.
Candidates who are currently in Polytechnics/Universities/those who will be matriculating into Universities welcome.
This is an ongoing program, and we welcome candidates with varying availability. We are flexible and will consider your application favorably based on your profile, strengths, and interests, ensuring that you have the opportunity to contribute and grow, no matter when you are available to start.
Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.
Agent Note This position is posted on behalf of a client by a third party agent.

• Drafting Wills and managing the administration of estates.
• Conducting trust accounting for underlying trusts and investments.
• Preparing resolutions and statutory filings for trusts. Additionally, interns will participate in marketing initiatives, such as creating campaigns for our services, enhancing our websites, and refining our fee guides and collateral