Senior Analyst/Associate Equities Investment Office | Singapore

Job description

Overview
Endowus is an award-winning independent fee-only wealth & fund platform.

Licensed in Singapore (MAS ) and Hong Kong (SFC BQR225), Endowus is the first digital advisor in the region to span private wealth and public pension (CPF & SRS in Singapore).

We proudly serve as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions.


Today, we work with 80+ global leading asset managers across major asset classes – public markets, private markets, hedge funds and alternatives – and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals.


Our mission is clear: help people invest better so they can live easier today, and better tomorrow.


The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies.

We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission.


The Opportunity
This is a role for an investment professional looking to make a significant impact on client portfolios and investment strategy while reshaping the way individuals invest in Asia.

We are seeking a sharp, analytical, and driven individual to join our Investment Office, with a focus on public equities.

You will be a key driver of our fund selection process and portfolio construction, with your research and insights directly influencing how our clients achieve their financial goals.

This is a chance to deepen your expertise, collaborate with a dynamic team, and shape the core investment offerings of a fast-growing firm.


Responsibilities
Fund & Manager Selection:
Conduct qualitative and quantitative research on public equity funds and fund managers.

You will be responsible for identifying top-tier investment opportunities through meticulous due diligence.


Monitoring & Portfolio Construction:
Play a role in the ongoing monitoring of equity funds and construction of portfolios, ensuring they remain robust and aligned with their investment thesis.


Leverage Data for Decision-Making:
Gather and analyze data and commentary from financial databases like Morningstar and Bloomberg, and through direct engagement with fund managers, to form a comprehensive investment view.


Collaborate for Cross-Functional Impact:
Serve as an investment subject matter expert for other teams at Endowus, including Marketing, Business Development, and Product.

You will contribute to thought leadership articles, provide input on new product launches, and help articulate our investment strategies to a wider audience.


Requirements & Qualifications
You have a minimum of
3 years of direct experience in fund research or investment role , with a strong preference for a background in equity fund investments and/or equity investing.

We are open to considering candidates with more extensive experience for a more senior role.


Possess a strong understanding of systematic and factor investing principles.


You are a motivated, proactive self-starter with a proven ability to work independently and collaboratively across different teams in a fast-paced environment.


Proficiency in Microsoft Excel
(important)
Nice to haves
Proficiency with financial data platforms such as Morningstar and Bloomberg.


A professional designation such as the CFA, or progress toward it.


Our Investors, recognition, licensing
Founded in 2017, Endowus has raised a total of over U$110 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments.

Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus.


Endowus continues to push the boundaries on innovation and democratising access, as it partners with 80+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus’ fee-only business model.

Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Brookfield Oaktree, HarbourVest Partners, Millennium, Point72, Balyasny, Brevan Howard, Bridgewater, Schonfeld, Hudson Bay, LMR, AQR and more.


Endowus’ leadership and growth have been recognised by the industry and it has attained numerous awards including recognition on the inaugural Fortune FinTech Innovators Asia 2024 list, as the leading WealthTech provider amongst 60 brands across the region transforming finance.

Other accolades include Singapore’s Best Digital Wealth Management (Asia Asset Management’s Best of the Best Awards 2024), Singapore’s Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2023), and Best Wealthtech Solution 2023 (Asian Private Banker 9th Technology Awards).

Endowus is also among the firms named in the World Economic Forum’s Technology Pioneers 2023, LinkedIn Top Start-ups 2024 and Forbes’ “100 to Watch” list for 2022.


The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private.

Endowus Group serves over a hundred thousand clients with content, advice and access.

With group assets of over US$7 billion, it is one of the largest independent wealth managers in Asia.

From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year.


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Required Skill Profession

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