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Investment Advisory Analyst - Private Wealth & Family Office

Singapore Permanent View Job Description
This is an exciting opportunity for an investment professional to join a high-performing wealth and advisory platform supporting ultra-high net worth individuals and families. The role offers broad exposure across portfolio management, financial analysis, investment execution, and family office activities within a global investment environment.
  • Join a leading global investment platform serving UHNW clients
  • Gain exposure to portfolio advisory, trading and family office work

About Our Client

Our client is a globally recognised investment and advisory organisation managing significant capital across public and private markets. With a strong international presence and tens of billions of dollars under management, the firm supports high net worth families, entrepreneurs, and institutional investors through customised investment solutions and comprehensive wealth advisory services.

The organisation is known for its collaborative culture, long-term investment philosophy, and ability to provide employees with exposure across multiple asset classes, private investments, and sophisticated portfolio strategies.

Job Description

  • Support advisory teams in preparing client balance sheets and wealth analyses
  • Monitor portfolio performance and produce periodic investment reporting
  • Assist with strategic asset allocation reviews and portfolio recommendations
  • Conduct investment research across various asset classes and market themes
  • Support trading and investment execution activities under senior guidance
  • Coordinate financial, tax, and investment documentation for client portfolios
  • Participate in ad hoc projects involving family office, estate planning, and private investment activities



The Successful Applicant

  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline
  • 2+ years of experience within investment management, wealth management, private banking, asset management, consulting, accounting, or financial advisory environments
  • Strong analytical and quantitative skills with the ability to interpret financial information
  • Demonstrated interest in investments, portfolio construction, and capital markets
  • High attention to detail and strong organisational capabilities
  • Ability to manage multiple priorities within a fast-paced environment
  • Proactive, intellectually curious, and committed to delivering high-quality client outcomes

What's on Offer

This opportunity offers the chance to build a long-term career within a highly respected global investment platform. Successful candidates will gain exposure to sophisticated investment portfolios, family office operations, private market opportunities, and experienced industry professionals. The organisation promotes continuous learning, professional development, and mentorship while providing a collaborative environment that supports career progression and broad investment exposure.

Contact
Shiya Guan (Lic No: R1981877 / EA no: 18S9099)
Quote job ref
JN-072026-7074677
Phone number
+65 6416 9859

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
What is your area of specialisation?
Financial Services
Location
Singapore
Contract Type
Permanent
Consultant name
Shiya Guan (Lic No: R1981877 / EA no: 18S9099)
Consultant contact
+65 6416 9859
Job Reference
JN-072026-7074677

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.