APAC Investment Treasury Portfolio Analyst

Wellington Management Co; Singapore; On-site; SGD 75,000 - 95,000; Full time

Job summary

Wellington Management Company in Singapore is seeking an Investment Treasury Portfolio Analyst to manage liquidity, funding, and related financing across portfolios. This role requires strong analytical skills, with responsibilities including rebalancing currency exposures and supporting liquidity management across APAC and London time zones.

The ideal candidate should have 3–5 years of relevant experience, excellent communication skills, and a passion for capital markets. The company fosters a diverse workforce and encourages all qualified candidates to apply.

Qualifications

• Approximately 3–5 years of experience in investment management or related fields.
• Demonstrated interest in capital markets and liquidity management.
• Fluency in English and ability to work across time zones.

Responsibilities

• Managing and rebalancing portfolio currency exposures.
• Supporting APAC and London time-zone liquidity management.
• Monitoring portfolio positions and key market sensitivities.

Skills

Quantitative and analytical skills

Attention to detail

Communication skills

Experience with Python

Experience with SQL

Job description

Role Overview

Investment Treasury Portfolio Analyst, based in Singapore, will work closely with Portfolio Management and Trading and help manage the firm’s liquidity, funding, currency exposures, collateral, and related financing across Wellington portfolios. The role is part of the Investment Platform within the Investment Implementation and Trading department and acts as a bridge across investment teams, trading, operations, and client-facing partners. This is an opportunity for a motivated, analytically strong candidate to help strengthen regional resilience, support time‑zone liquidity management, and contribute to a more scalable global Investment Treasury platform.

Responsibilities

• Managing and rebalancing portfolio currency exposures in response to cash flows, active trades, benchmark changes, market movements, and changes in client guidelines.
• Supporting APAC and London time‑zone liquidity management, including daily cash positioning, funding decisions, and timely escalation of liquidity or overdraft matters.
• Managing regional repo activity and related financing workflows, including coordination with risk takers, trading, and global stakeholders to support portfolio funding, collateral usage, and liquidity objectives.
• Monitoring portfolio positions, exposures, and key market sensitivities to ensure activity remains consistent with client guidelines, investment objectives, and risk expectations.
• Partnering with Portfolio Management, Trading, Operations, and client‑facing teams to resolve portfolio issues, coordinate across regions, and communicate clearly in time‑sensitive situations.
• Developing tools, analytics, and scalable workflows that improve transparency, reduce operational risk, and support the growth of the Investment Treasury platform.

Qualifications

• Approximately 3–5 years of relevant professional experience, ideally in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role.
• Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort working with data to identify issues, explain outcomes, and improve decisions.
• Demonstrated interest in capital markets, with exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows viewed favorably.
• Sound judgment, risk awareness, and the ability to operate effectively under time pressure, including knowing when to solve independently and when to escalate.
• Excellent written and verbal communication skills, with the ability to distill complex portfolio, liquidity, or risk topics into clear messages for investment, operational, and client‑facing stakeholders.
• A self‑starter mindset, comfort with ambiguity, and a desire to improve processes, build scalable solutions, and contribute to a collaborative global team.
• Experience with Python, SQL, or other coding tools would be valuable, particularly for candidates interested in automation, analytics, and building scalable workflows.
• Fluency in English required; ability to work effectively across APAC and global time zones is important.

Not sure you meet100%of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background.

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

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