Company
Adept Business Consultancy Pte Ltd
adeptbc.com.sg
Designation
Investment Analyst Apprenticeship
Date Listed
10 Jan 2025
Job Type
Entry Level / Junior Executive
Free/ProjPart/TempIntern/TS
Job Period
Flexible Start - Flexible End
Profession
Consulting
Industry
Consultancy
Location Name
Singapore
Allowance / Remuneration
$400 monthly
Company 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 lawyers, 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.
Adept is not licensed to provide any forms of financial/legal/investment advice. The services listed in the platform are provided through our network of subject matter experts.
www.adeptbc.com.sg
Job Description
Adept Business Consultancy Pte Ltd: Investment Analyst Apprenticeship Program
About the Program: Adept Business Consultancy is excited to offer a comprehensive Wealth Management and Investment Insights Internship Program, designed to immerse motivated undergraduates in the multifaceted world of finance, investment, and asset management. This unique program provides exposure across four key areas—Investment Analysis, Wealth Management Advisory, Market Research, and Trust and Estate Administration—offering a holistic learning experience in wealth management, portfolio construction, and financial research. Interns will gain valuable, hands-on experience while collaborating with seasoned professionals and contributing to meaningful projects that shape investment decisions and strategic financial planning.
Program Structure and Key Responsibilities:

1. Investment/Portfolio Management

• Manages client portfolios and executes investment strategies.
• Conducts market analysis, asset allocation, and security selection.
• Sub-teams may include Equity, Fixed Income, Multi-Asset, and Alternative Investments teams.

1. Research and Analysis

• Conducts fundamental and quantitative research on markets, sectors, and individual securities.
• Provides insights to support investment decisions.

1. Risk Management

• Identifies, assesses, and mitigates risks related to market, credit, and operations.
• Ensures compliance with internal risk frameworks and regulatory standards.

1. Compliance and Legal

• Ensures adherence to regulatory requirements and internal policies.
• Drafts and reviews legal documents, such as investment agreements.

1. Operations

• Handles the back-office functions, such as trade settlement, reconciliations, and reporting.
• Ensures the smooth functioning of day-to-day activities.

1. Sales and Marketing

• Promotes fund products to institutional and retail investors.
• Develops marketing materials and client presentations.

1. Client Relationship Management (CRM)

• Manages relationships with clients and responds to their queries.
• Works closely with investors to understand their needs and align investment strategies.

1. Product Development

• Designs and launches new investment products to meet client demands.
• Conducts feasibility studies and ensures regulatory approval for new products.

1. Technology and IT

• Develops and maintains trading platforms, data management systems, and risk analytics tools.
• Ensures cybersecurity and IT infrastructure.

1. Finance and Accounting

• Manages the company’s financial operations, such as budgeting, forecasting, and expense management.
• Handles fund accounting and prepares financial statements.

1. Human Resources (HR)

• Oversees recruitment, training, and employee welfare.
• Manages performance evaluations and organizational culture.

1. Treasury and Liquidity Management

• Ensures adequate liquidity for portfolio transactions.
• Manages cash flows and short-term funding requirements.

1. Quantitative Analytics

• Focuses on building models and algorithms for investment strategies.
• Supports trading with data-driven insights.

1. Corporate Governance

• Monitors internal practices to ensure transparency and accountability.
• Oversees interactions with boards of directors and shareholder activities.

Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.

Please refer the Job description for details