Senior Investment Associate/Associate - Equity

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.