About the role
About us Endowus is an award-winning independent fee-only wealth & fund platform. Licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225), Endowus is the first digital advisor in the region to span private wealth and public pension (CPF & SRS in Singapore). We proudly serve as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions. Today, we work with 100+ global leading asset managers across major asset classes – public markets, private markets, hedge funds and alternatives – and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.
The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies. We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission. The Opportunity At Endowus, we are not just building a platform; we are constructing a world-class institutional investment office that happens to be accessible via technology. Led by Samuel Rhee (former CEO and CIO of Morgan Stanley Investment Management Asia) and Hugh Chung (former family office CIO, hedge fund MD, and GS/JPM professional), our Investment Office operates with rigor, sophistication, and a long-term horizon. We are looking for an Investment Associate (Equity) to think like a capital allocator focused on understanding the DNA of investment success. You will think like an endowment—focusing on long-term edge, manager psychology, and the structural drivers of equity returns. Scope of the job: Fund & Manager Selection: Conduct qualitative and quantitative research on public equity funds and fund managers. You will be responsible for identifying top-tier investment opportunities through meticulous due diligence. Deconstructing Manager Alpha: You will move beyond backward-looking performance data to evaluate the repeatability of a manager's process. Your task is to differentiate between a structural edge—be it behavioral, analytical, or informational—and mere exposure to market factors. An Endowment Mindset: We focus on global diversification and access to institutional-class managers who are often inaccessible to the broader public. You will be one of the architects of this strategy for our equity offerings, ensuring every selection aligns with our core fiduciary mission. Synthesis and Strategic Communication: At Endowus, the ability to synthesize complex findings into a coherent investment thesis is paramount. You will bridge the gap between rigorous due diligence and sophisticated content, articulating the "why" behind our strategies with clarity and conviction. Intellectual Autonomy and Rigor: You will be encouraged to explore overlooked corners of the market, from niche thematic strategies to systematic, factor-based approaches. This role requires the intellectual courage to challenge the consensus and the data-driven discipline to defend your positions to the Investment Committee. Direct Impact: Your research will directly influence the allocation of clients. This is a role for a professional who values the tangible impact of their work and the opportunity to refine the investment landscape in Asia. What we are looking for: Institutional Research Background: You have a minimum of 3–5 years of experience in an investment role—ideally within a multi-manager platform, endowment, sovereign wealth fund, or a buy-side firm. Preference will be given to candidates with experience in manager selection and due diligence. Preference will also be given to candidates with a good understanding of systematic investing, factor premiums, and portfolio construction. Data and Analytical Rigor: You are proficient in leveraging data to validate your theses. You have the technical discipline to ensure that recommendations are backed by a robust, data-driven framework. Broad Intellectual Horizon: You likely have interests in non financial fields and you can apply these cross-disciplinary mental models to the world of capital allocation. Fiduciary Alignment: You have a deep-seated belief in the "client-first" mission. You understand that our role is one of stewardship, and you are passionate about bringing institutional-quality investment solutions to the individual investor. Nice-to-Haves Experience utilizing financial data platforms such as Bloomberg and Morningstar. Familiarity with coding languages, ideally Python. Our Investors, recognition, licensing Founded in 2017, Endowus has raised a total of over U$130 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus. Endowus continues to push the boundaries on innovation and democratising access, as it partners with 100+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus’ fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Brookfield Oaktree, HarbourVest Partners, Millennium, Point72, Balyasny, Brevan Howard, Bridgewater, Schonfeld, Hudson Bay, LMR, AQR and more. Endowus’ leadership and growth have been recognised by the industry and it has attained numerous awards including recognition on the inaugural Fortune FinTech Innovators Asia 2024 list, as the leading WealthTech provider amongst 60 brands across the region transforming finance. Other accolades include Singapore’s Best Digital Wealth Management (Asia Asset Management’s Best of the Best Awards 2024), Singapore’s Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2023), and Best Wealthtech Solution 2023 (Asian Private Banker 9th Technology Awards). Endowus is also among the firms named in the World Economic Forum’s Technology Pioneers 2023, LinkedIn Top Start-ups 2024 and Forbes’ “100 to Watch” list for 2022. The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$10 billion, it is one of the largest independent wealth managers in Asia. From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year.
