Analyst

CORECAM PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

A leading investment management group seeks a portfolio management specialist to support its family office business. The position involves managing portfolios, conducting research, and collaborating with global teams. Suitable candidates will have a background in finance, with strong analytical, interpersonal, and risk management skills, ideally with a CFA qualification.

Benefits

Diverse and dynamic environment across Asia and Europe

Opportunities for personal growth and responsibility

Exposure to legal, compliance, operations, and investments

Qualifications

• Minimum Bachelor's degree in relevant technical subjects.
• 2 years’ experience in portfolio management, CFA is a plus.
• Strong analytical skills and meticulous attention to detail.

Responsibilities

• Assist in managing the family office liquid investment strategies.
• Support with portfolio management and reporting.
• Write investment cases and develop trading ideas.

Skills

Analytical Skills

Problem Solving

Interpersonal Skills

Attention to Detail

Risk Management

Education

Bachelor's degree in Economics, Finance, Accounting, Business Management, Engineering

Tools

MS Excel

Bloomberg

Python

Job description

We are an independent, partner-owned investment management group with a proven track record as an active investor in both multi-asset class as well as exclusively sourced direct investments.
In order to support our rapidly growing multi-family office business, we are seeking a self-driven, highly motivated candidate to work directly within our global team.
Objectives: To provide a professional, effective and quality oriented service to the management and clients of the group with a high level of confidentiality, objectivity and integrity.

Tasks

Portfolio Management

• Work closely with the Portfolio Managers to help manage the family office liquid investment strategies: balanced and growth portfolios, fixed income portfolios and special mandates.
• Monitor exposures and assist the investment team to ensure all portfolios are aligned with and accurately reflect the respective model strategies
• Assist the investment team with idea generation, macro research, bottom-up fundamental analysis, and quantitative screening.
• Track portfolio holdings and provide timely updates following earnings releases and significant market movements.
• Help take notes during investment meetings

Research

• Provide support to portfolio managers and team in all aspects of their work.
• Developing systematic/quantitative research tool to complement trading decisions of investment team (researching trading ideas, implementing models and lastly back testing…)
• Write investment cases on companies as assigned, ensuring clarity and rationale, and publish them in OneNote for team access and collaboration
• Build investment dashboards and summaries on Python (or programing languages), using data extracted from Portfolio Management System (PMS).
• Support team with spreadsheet modelling, performance contribution analysis, reporting, presentations, preparing pitch decks and automating portfolio monitoring tools.

Operations and reporting

• Be an advocate and driver for technological advances in the investment management space (Portfolio Management System, Order Management System…)
• Assist the team with platforms, spreadsheets, factsheets, reporting and automating operations.
• Project work as assigned in the areas of Platform enhancement and data.
• Maintain data quality and setting up new bank interfaces within the PMS (API connections, Data files via SFTP)
• Support with data required for MAS surveys
• Analyze and implement reporting requests and needs.Regulatory
• Follow the internal policies and procedures and ensure timely providing and completion of regulatory requirements.Support
• Collaborate with internal teams in Singapore and Zurich to determine functional and technical application/project requirements.
• Support and mentor interns.

Requirements

• Minimum Bachelor's degree in technical subjects - Economics, Finance, Accounting, Business Management, Engineering, or any other concentration relevant to the Sector/Sub-Sectors under Industrials.
• Min 2 years’ experience in portfolio management with track record, CFA is an advantage
• Disciplined risk taker with good risk management track record, ability to generate good risk-adjusted returns
• Self-driven, ambitious, willing to learn and grow with the team
• High degree of independent problem solving
• Meticulous attention to detail, strong analytical and organizational skills
• Mental discipline to solve complex problems and communicate effectively under pressure
• Practical knowledge of Bloomberg and its relevant features
• Excellent interpersonal and people skills (e.g. presentation, initiative, discretion, confidence and good customer service techniques).
• Strong technical ability and proficiency in one programming language (Phython) would be an advantage
• Excellent knowledge of MS Excel including VBA
• Strong English communication skills - both verbal and written

Benefits

• Highly diverse and dynamic environment with joint teams spanning from Asia to Europe
• Tremendous personal growth potential due to flat hierarchy and global scale
• Opportunity to develop into a role with higher responsibility over time
• Full exposure to all activities of and around legal, compliance, operations and investments