Associate, Portfolio Management

Keppel Corporation; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading investment firm in Singapore is seeking a motivated individual to support portfolio management, client relationship handling, and asset management. Responsibilities include assisting in strategy development and delivering client presentations. Ideal candidates have a degree in Business or Finance and 2-3 years of relevant experience. Strong analytical, communication, and teamwork skills are essential. Proficiency in Excel and Power BI is preferred.

Qualifications

• 2 to 3 years of relevant experience in Business or Finance.
• Ability to develop and present client reports and presentations.
• Experience in monitoring financial performance and strategic plans.

Responsibilities

• Assist in developing and implementing Trust strategies.
• Prepare for regular reviews of Trust strategy and performance.
• Develop messaging for client reports and perform presentations.

Skills

Analytical skills

Communication skills

Team player

Attention to detail

Curiosity and proactivity

Education

Degree in Business, Finance or equivalent

Tools

Excel

PowerPoint

Outlook

Power BI

Teams/SharePoint

Argus

Yardi

MRI

Job description

Job Description

1. Portfolio Management

• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.

2. Client Relationship Management & Business Development

• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.

3. Transactions and Asset Management

• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.

Job Requirements

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
• Highly numerate and possessing excellent written and verbal communication skills.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Amiable, team player.