Research & Operations Executive

Our client is a family investment office, they are actively hiring for an independent and organised individual to join them as a Research & Operations Executive to support them in investment and property management activities.

Our client is a family investment office, they are actively hiring for a Research & Operations Executive to support them in investment and property management activities.

Key Responsibilities

1. Investment Research Support

• Conduct research on equities, bonds, and other financial instruments by sourcing, compiling, and organising primary materials such as regulatory filings, annual reports, earnings transcripts, industry reports, and broker research.
• Monitor news updates, market trends, and industry developments relevant to the investment portfolio.
• Utilise reputable AI tools to generate research reports and analyses on companies, industries, and sectors within the family office’s investment framework.
• Review and validate AI-generated outputs by verifying facts, identifying inaccuracies, and ensuring the quality of research findings.
• Maintain earnings calendars; track regulatory filings, earnings announcements, and company updates; and update AI models or workflows as needed.
• Summarise research findings and prepare briefing materials for investment committee meetings. Document meeting minutes accurately.
• Provide additional support for research and portfolio management tasks as required.

2. Property Portfolio Management & Administrative Support

• Assist with the ongoing management and maintenance of a portfolio of physical properties.
• Coordinate with contractors, property agents, and service providers to address property maintenance needs and resolve operational issues collaboratively with the team.
• Review tenancy agreements and related documentation; issue invoices when necessary.
• Conduct site visits or property inspections (as required), document observations, and follow up on action items.
• Maintain organised records on shared drives for use during weekly reviews or team updates.
• Contribute to special projects or other assigned duties.

Key Requirements

1. Proficiency in Microsoft Excel (i.e. Pivot Table).
2. Comfortable interpreting financial accounts; background in finance or quantitative disciplines preferred.
3. Familiarity with using AI tools for research purposes and critically evaluating their output.
4. Strong written and verbal communication skills with good comprehension abilities.
5. Analytical mindset with strong organisational skills; detail-oriented and able to work independently while contributing effectively to a team environment.
6. Experience with Bloomberg or similar research platforms is advantageous but not mandatory.
7. Willingness to learn on the job and contribute to process improvement initiatives aimed at enhancing efficiency.

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan