Analyst

Corecam Singapore; Singapore; On-site; Confidential; Full time

Job summary

Corecam Singapore is looking for a highly motivated Portfolio Management professional to join our global team. This role involves managing various investment strategies, conducting fundamental analysis, and supporting regulatory efforts. Candidates should possess at least a bachelor's degree and relevant experience, while also demonstrating strong analytical and communication skills, as well as familiarity with tools like Bloomberg and Excel.

Benefits

Highly diverse and dynamic environment

Tremendous personal growth potential

Full exposure to all activities in legal, compliance, operations and investments

Qualifications

• Minimum 2 years’ experience in portfolio management with track record.
• CFA certification is an advantage.
• Practical knowledge of Bloomberg and excellent MS Excel skills.

Responsibilities

• Manage family office liquid investment strategies.
• Perform macro research and fundamental analysis.
• Develop quantitative research tools and investment dashboards.

Skills

Risk Management

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Education

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

Tools

Bloomberg

MS Excel

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

The statements in this document are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties and responsibilities.