Adept Business Consultancy Pte Ltd – Investment Analysis Intern

Adept is a distinguished management consulting firm specializing in delivering tailored solutions for both discerning individuals and corporations. With a comprehensive range of services, we cater to diverse needs across multiple sectors.

For Individuals, Adept offers expert guidance in family office planning, estate administration, mortgages, and investment seminars in collaboration with esteemed fund houses and property consultants.

Our Expertise: Adept leverages a distinguished panel of experts including trust lawyers, fund managers, and business strategists. This wealth of expertise allows us to deliver nuanced solutions that meet the unique needs of our clients.

Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance financial strategies for our clientele.

At Adept, we are committed to excellence, integrity, and innovation in every service we provide, Adept stands ready to empower your success.

The role is particularly suitable for candidates seeking Winter Break Internship opportunities or those considering longer-term career pathways in investment, finance, wealth management or related fields.

We are looking for an Investment Analysis Intern to support our team in understanding investment opportunities, portfolio considerations and broader financial developments. This role is designed for individuals who want practical exposure to how investment information is assessed, organised and communicated in a professional environment.

Rather than focusing solely on market research, the internship provides broader exposure to the investment evaluation process, including reviewing financial information, comparing investment products, assessing market developments and preparing materials that support investment discussions.

Key Responsibilities

* Assist with reviewing companies, funds and investment products across different sectors and asset classes.

* Compile and organise financial information from company reports, fund materials, market publications and other reliable sources.

* Support comparative analysis of investment products based on factors such as objectives, historical performance, risk considerations and market conditions.

* Monitor selected economic and financial developments that may affect investment markets.

* Assist in preparing internal investment summaries, briefing materials and presentation decks.

* Research specific investment themes, industries and asset classes as assigned by the team.

* Support the preparation of portfolio-related information and basic asset-allocation analysis.

* Track developments relating to equities, ETFs, REITs, bonds, funds and other investment markets.

* Present research findings and key observations in a structured and easy-to-understand format.

* Assist with ad-hoc investment and financial analysis projects.

The programme provides a focused opportunity to gain practical experience in investment analysis without requiring a long-term internship commitment. Interns may be assigned selected investment research and analytical projects, allowing them to build familiarity with financial markets, investment products and professional research practices within a condensed period.

Through the internship, you will have the opportunity to develop:

* Practical understanding of investment analysis and portfolio concepts

* Financial research and information-evaluation skills

* Familiarity with different asset classes and investment products

* Ability to interpret company and fund information

* Structured analytical and presentation skills

* Experience preparing professional investment-related materials

* Greater awareness of how economic and market developments influence investment considerations

We welcome applications from individuals with an interest in:

* Investments and financial markets

* Finance and economics

* Accounting and business

* Wealth management and portfolio planning

* Corporate and financial analysis

We are looking for candidates who are analytical, curious, detail-oriented and willing to develop their understanding of investments through practical exposure.