Investment Advisory Internship

About Endowus

Endowus is an award-winning independent fee-only wealth & fund platform. Licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225), Endowus proudly serves as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions with over US$10billion assets under advice.

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.

About the Role

We are seeking a highly motivated and detail-oriented Investment Advisory Intern to support the Investment Office. This role provides hands-on exposure to providing real-life investment solutions through asset allocation, portfolio construction, monitoring, and in some cases specific fund recommendations, across traditional and alternative investment strategies.

The ideal candidate is an analytical, data-driven, intellectually curious individual who is able to work effectively in a fast-paced environment. This internship offers a unique opportunity to gain practical experience working alongside investment professionals and developing a deeper understanding of investment products and financial markets.

Key Responsibilities

• Assist the Investment Office in extracting and maintaining investment-related data, including fund performance, portfolio characteristics, risk metrics, and other key investment information
• Creating and maintaining investment-related client materials, including Endowus advised portfolios, funds, and macro market updates
• Assist in preparing investment presentations, portfolio reviews, and other client-facing materials
• Conduct quantitative and qualitative analysis of investment funds using relevant databases
• Support ongoing client portfolio performance monitoring
• Assist with ad hoc projects, research assignments, and operational initiatives as required

Requirements

• Singapore-based final-year university student who can potentially transition into full-time after a 3-12 month internship (with flexibility to be part-time after summer)
• Bachelors/Masters degree in finance, economics, or a related discipline is a plus
• Strong proficiency in Microsoft Excel and PowerPoint
• Attention to detail and commitment to data accuracy
• Data-driven mindset with strong analytical and problem-solving skills
• Strong organizational skills and ability to manage multiple tasks simultaneously
• A proactive learner with a strong sense of ownership and accountability
• A collaborative team player who can work and communicate effectively across different functions and stakeholders
• Familiarity with financial markets, investment concepts, and investment products including mutual funds and alternative investments (e.g., hedge funds, private equity, private credit) is a plus
• Basic knowledge of Morningstar Direct and/or Bloomberg is a plus

Our Investors, Recognition & Licensing

Founded in 2017, Endowus has raised a total of over US$130 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, Illuminate Financial, 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 1000+ 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 CNBC’s World’s Top FinTech Companies 2025. The firm was also ranked 45th on The Financial Times’ High-Growth Companies Asia Pacific 2025. It was also the leading WealthTech provider on the Fortune Fintech Innovators Asia 2024 list, among 60 transformative firms in the region. Endowus was also named as part of the World Economic Forum’s (WEF) Technology Pioneers 2023 and continues to serve as a Global Innovator within the community. The leadership sits on both the Longevity and Retail Investor steering committees.

The Endowus platform also secured several industry awards, including Asia’s Best Digital Wealth Management and Hong Kong’s Best FinTech Innovation in Asset Management (Asia Asset Management’s Best of the Best Awards 2025). Other regional accolades include Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2025), Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), and Best WealthTech Solution 2023 (Asian Private Banker 9th Technology Awards).

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$7 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.