Conduct financial analysis on investments:
Create financial models for real estate development deals
Analyse debt instruments, stocks, investment funds
Gather information from private and or public sources about potential investment opportunities
Prepare management accounting for portfolio companies:
Manipulate and format data in cloud-based spreadsheets and ideally use scripts to automate routine tasks
Maintain historical records by filing documents into Google Drive and adding Google Drive links spreadsheets in the cloud
Perform bookkeeping by verifying, allocating, and posting transactions from banks statements, invoices and operational statements
Compile and tabulate into monthly income & expenses or rent roll reports as appropriate
Prepare financial reports by summarising and analysing management accounting information and trends, etc.
Help in the administration of the personal finances for the CFO, which may include:
Making calls to financial intermediaries such as: investment brokers, pension administrators, etc.
Research about financial accounts such as: bank accounts, pension accounts, brokerage accounts including finding out about fees, range of investments offered within, etc.
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Bachelors degree in Business Administration/Accounting/Economics or any relevant course
Must have strong financial analysis skills
Preferably Chartered Financial Analyst is preferred
Certified accounting professional is an advantage (ACCA, ACA,etc)
Well-versed in analysing, interpreting and manipulating spreadsheets, e.g. Microsoft Excel
Knowledgeable and experienced in programming language, e.g VBA
Able to make calls in English with counterparties in financial intermediaries
Must be willing to work from Singapore afternoon to UK afternoon time
Familiarity with SaaS tools such as but not limited to: Google Workspace, Zoho Office Suite, ClickUp, etc.
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