Adept Business Consultancy Pte Ltd – Investment & Portfolio Construction 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.

Are you curious about financial markets, investment funds and how investment portfolios are constructed?

We are looking for motivated individuals with a keen interest in investment research, fund due diligence and portfolio construction to join our internship programme.

This is an opportunity to develop practical analytical skills, deepen your understanding of investment funds and gain exposure to professionals across the investment industry.

What You Will Learn

* Fund Research & Due Diligence*

- Learn how to evaluate investment funds using performance data, risk indicators, fees and portfolio holdings.

- Understand key analytical measures such as alpha, beta, Sharpe ratio and volatility.

- Develop a structured approach to researching and comparing funds before they are considered for a portfolio.

* Portfolio Construction & Asset Allocation*

- Learn the principles behind portfolio construction and diversification.

- Explore how different asset classes and funds can be combined to understand portfolio-level risk and return.

- Participate in educational portfolio research exercises and present your findings.

* Professional Development & Qualifications

- Eligible shortlisted candidates may receive sponsorship for relevant professional examinations, including M8, M8A and M6, subject to the programme's terms and arrangements.

- Candidates with existing industry-related qualifications, including RES 5, M9 and M9A, are welcome to highlight them in their applications. Applicants without these qualifications may also be considered on a case-by-case basis.

* Industry Exposure & Networking*

- Opportunities to network with fund managers and investment consultants from multinational corporations (MNCs), subject to availability.

- Selected interns may also have opportunities to work with investment lawyers and learn about the legal and structural aspects of higher finance.

 Who Should Apply?

We welcome candidates who are:

- Genuinely interested in investment funds, financial markets and portfolio construction.

- Analytical, curious and comfortable working with data.

- Willing to conduct independent research and explain their findings.

- Proactive, detail-oriented and committed to continuous learning.

Relevant academic backgrounds, industry qualifications or prior exposure to financial services are advantageous, but a strong willingness to learn matters too.