Adept Business Consultancy Pte Ltd – Adept Investment / Portfolio Construction Program

Adept Investment/Portfolio management program

The Adept IPM Program is an exceptional opportunity designed for ambitious individuals seeking to gain comprehensive exposure to the dynamic world of consulting. This program offers hands-on experience across multiple sectors, providing interns with a unique platform to develop their expertise and build a robust professional network.

Trustee Office Exposure: Interns will have the opportunity to delve into the intricacies of family office setups, trusts, and estate administration. Responsibilities may include:

• Drafting Wills and managing the administration of estates.
• Conducting trust accounting for underlying trusts and investments.
• Preparing resolutions and statutory filings for trusts. Additionally, interns will participate in marketing initiatives, such as creating campaigns for our services, enhancing our websites, and refining our fee guides and collateral.

Corporate Secretary Office Exposure: This aspect of the program provides insight into due diligence, company formation, and corporate finance. Interns will learn the critical processes behind establishing and maintaining corporate entities, gaining valuable experience in the compliance and financial frameworks that underpin successful businesses.

Wealth Management Office Exposure: Interns will have the opportunity to network with prestigious fund houses and product providers, gaining exposure to portfolio construction, client advisory, business owner planning, and corporate advisory. This experience will equip interns with the skills necessary to advise and manage high-net-worth clients effectively.

Fund Manager's Office Exposure: This segment offers a deep dive into the operations of a fund manager’s office. Interns will learn about submission and redemption of investment units, pre-trade order execution, and due diligence processes. This exposure is invaluable for understanding the complexities of investment management and the importance of precision in decision-making. Candidates will also learn on VCCs and SFOs set ups, which will provide an insightful expose to investments

Property Consulting Office Exposure: Interns will explore the realm of property investment, including portfolio construction and property asset management. This experience will provide insights into the strategic considerations involved in managing and growing real estate assets.

Program Structure: Throughout the program, interns will rotate across these specialized offices, receiving training and shadowing opportunities with subject matter experts. Interns will also be tasked with conducting research and producing articles for newsletters or social media content, enhancing client engagement and providing insightful market outlooks.

The Adept Business Consultancy Insights Program is ideal for individuals looking to build a strong foundation in consulting, with exposure to a diverse range of disciplines and the opportunity to learn from industry leaders.

Candidates who are currently in Polytechnics/Universities/those who will be matriculating into Universities welcome.

This is an ongoing program, and we welcome candidates with varying availability. We are flexible and will consider your application favorably based on your profile, strengths, and interests, ensuring that you have the opportunity to contribute and grow, no matter when you are available to start.