Investment & Operations Manager

KIMBERLEY CONSULTING PTE. LTD. TYPICALLY REPLIES IN 30

DAYSInvestment & Operations Manager

MCF-2026-1134842

Islandwide Permanent Manager 5 years exp Banking and Finance $6,000to$8,000 Monthly 1 applicationPosted 03 Jul 2026Closing on 10 Jul 2026 Roles & Responsibilities Investment Operations Manager (Analyst-Focused Role) Overview Our client is a Single Family Office established in 2019, managing a diversified multi-asset portfolio. Due to business expansion and long-term strategic growth plans, they are hiring an investment professional to support the Principal in managing and growing the portfolio. While the title is "Manager," this is fundamentally an analyst-driven role. The successful candidate must have a strong research background and the ability to independently analyse deals and investments, formulate investment views, and provide clear buy/sell/hold recommendations across both bankable securities and private equity opportunities. This role offers a unique opportunity for a hands-on individual to be deeply involved in portfolio construction and asset allocation, deal evaluation, transaction execution, portfolio monitoring, and fund operations within a lean and entrepreneurial environment. Key Responsibilities 1. Investment Research & Deal Analysis (Core Focus) Conduct in-depth research and fundamental analysis across asset classes, including public equities, fixed income, funds, and private equity. Evaluate private equity opportunities through detailed financial modelling, valuation analysis (DCF, trading/transaction multiples, sum-of-the-parts), and return projections (IRR, MOIC, sensitivity analysis). Develop investment theses and provide well-supported buy/sell/hold recommendations for both bankable securities and private market investments. Perform industry, macroeconomic, and thematic research to support portfolio positioning. Analyse financial statements and assess business quality, risk factors, and capital structures. Prepare investment memoranda, recommendation papers, and presentation materials for Investment Committee discussions. Support due diligence processes, including financial, commercial, and operational review. Participate in company meetings, earnings calls, conferences, and discussions with external managers to gather insights. 2. Portfolio Monitoring & Performance Review Monitor performance of bankable assets against benchmarks and risk parameters; conduct attribution and scenario analysis. Track private equity portfolio companies against underwriting assumptions and investment cases. Review and analyse monthly/quarterly reports from fund managers and portfolio companies, highlighting key risks, variances, and developments. Support monthly valuation reviews and consolidated performance reporting. Conduct post-investment reviews and performance attribution analysis. 3. Fund Documentation & Investment Operations Handling fund documentation and operational matters will form part of the role, including: Review and process fund subscription documentation, capital call notices, distribution notices, and (where applicable) transfer documentation. Read and analyse monthly/quarterly reports generated by fund managers or fund administrators, summarising key financial and operational updates. Support transaction processing (subscriptions, capital calls, redemptions, transfers, trade settlements). Liaise with fund administrators, custodians, auditors, and other third-party service providers. Maintain proper investment records, data rooms, and documentation tracking. Support compliance, KYC/AML documentation, and regulatory reporting requirements. Assist in Investment Committee meeting coordination, documentation, and follow-ups. Requirements Bachelor's degree in Finance, Accounting, Economics, or related discipline. Minimum 5 years of relevant experience in investment research, asset management, private equity, or fund operations (buy-side experience preferred). Strong analytical mindset with the ability to independently assess investments and provide clear recommendations. Solid financial modelling and valuation skills. Good understanding of private equity deal structures, fund mechanics, and capital flows. Experience reviewing fund documents and interpreting fund manager reports. Comfortable working in a lean structure where research and operations responsibilities overlap. Proactive, intellectually curious, and commercially minded. Proficiency in Excel (advanced functions); familiarity with Bloomberg, FactSet, Capital IQ or similar platforms preferred. Python/R is a plus.