Editorial summary

The company is seeking a Finance Associate to support its family office operations, including investment reporting, performance tracking, and coordination with private and retail bankers across Singapore and US markets. The role involves preparing management accounts, financial statements, and liaising with tax service providers to ensure compliance. Candidates should possess strong financial analysis and administrative skills, with experience in real estate portfolios being advantageous. The position offers a monthly salary of 8,000 SGD.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 14661 first appeared in Job-Q.com on 16 Jun 2026]

Responsibilities:

  • Compile investment reports and presentations on existing and prospective investments, tracking valuation and investment performance.
  • Coordinate with private and retail bankers for smooth investment execution and trade processing (primarily across Singapore and US markets).
  • Prepare quarterly & yearly Management Accounts and Financial Statements to comply with local statutory reporting requirements.
  • Liaise with external tax service providers for Singapore and US tax compliance.
  • Provide administrative and financial support regarding the family office's real estate portfolio in Singapore and Indonesia.
  • Act as the primary gatekeeper and point of contact between the Director and internal/external stakeholders, including senior leadership, vendors, personal contacts, and business partners.
  • Handle highly sensitive, private, or personal data with absolute discretion.
  • Assist in monitoring ongoing business and personal projects, ensuring timelines are met.

Requirements:

  • Minimum 3 years of working experience in the Finance, Banking, Investment, Corporate, or Audit sectors.
  • Experience or familiarity dealing with US market stock trading and equity options trading is highly advantageous.
  • Strong analytical/financial reporting skills combined with top-tier organisational and multitasking abilities.
  • High proficiency with Microsoft Office(especially Excel and Word), Google Suite, and modern digital scheduling tools.
  • A strong understanding of or interest in financial markets, paired with a practical, hands-on attitude toward handling personal/lifestyle assistant tasks.
  • Willingness and adaptability to travel(sometimes on short notice) and manage ad-hoc tasks.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified

Reeve Lim Kok Kiong
Recruit Fast Pte. Ltd. (EA License: 23C1828) 
EA Personnel: R1330005
Email: reeve@recruitfast.sg 
Website: www.recruitfast.sg

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Job Summary

  • Published on: 16 Jun, 2026
  • Category: Accounting
  • Vacancy: 1
  • Job type: Permanent
  • Salary: 8000
  • Location: On site
  • Job Nature: Permanent

Company Details