Investment Analyst / Associate

at  Endowus

ABOUT US

Endowus is Asia’s leading fee-only digital wealth platform. Licensed by the Monetary Authority of Singapore (MAS) and Hong Kong Securities & Futures Commission (SFC), Endowus is the first digital advisor in the region to span both private wealth (Cash) and public pension savings (CPF & SRS in Singapore), helping all investors grow their money with expert advice, institutional access to financial solutions, low and fair fees, and a delightful personalised digital wealth experience.
Our clients entrust us with a responsibility that goes far beyond technology or financial markets - they entrust us with their wealth - their livelihoods and ambitions of a better future for themselves and their loved ones. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.

REQUIREMENTS

• Minimum 2~5 years work in a financial institution of relevance is preferred. We will also consider fresh graduates from MBA or relevant undergraduate with CFA or other relevant internship or work experience for a junior analyst role.
• Strong finance, economic, accounting knowledge required. A degree in these disciplines or CFA or MBA is preferred.
• Strong interest in personal finance, wealth, investing, asset allocation, multi-asset strategy, retirement solutions, etc.
• A strong desire to learn and grow and collaborate to build a meaningful enterprise in solving for the biggest pain points in investing and wealth by leveraging technology.
• Self-motivated, diligent, collaborative, and uplifting team player with a hunger to learn and contribute.
• Strong communication skills are required. The ability to write content well and public speaking ability will be preferred.
• Ability to use Bloomberg, Morningstar (preferred), spreadsheets, docs, slides/ppt, etc.
• Basic or strong understanding of technology as it applies to investing and wealth preferred.
• Opportunity to work at an exciting fast growing Fintech company in Singapore with ambitions of regional expansion.

• Supporting the Chief Investment Advisory Officer (i.e. former CIO of Single FO, MD at multiple hedge funds, and GS/JPM investment professional) & Head of Research (i.e. former MS GIMA / Dimensional / Morningstar Fund DD professional) in working for the Endowus Investment Office.
• Key areas of focus will be 1) investment advisory, 2) portfolio construction & optimization, 3) fund (fund manager) due diligence
• Play BD/Partnerships role with internal stakeholders and external product players - major global and local fund management companies in selecting funds, due diligence, build and maintain partnerships.
• Internal collaboration to build out tech solutions for investing including design, manufacturer and implementation of investment product & platform advisory solutions.Ownership and hands-on, manual work to maintain and update databases, FAQs, editing work, data input work, Bloomberg/Morningstar analysis, etc.‍