CIO Lab Portfolio Specialist — Front-Office Analytics

OCBC company; Singapore; On-site; SGD 100,000 - 130,000; Full time

Benefits offered by this job

Attractive remuneration packages

Opportunities for professional development

Job summary

OCBC company in Singapore is seeking a Portfolio Specialist for the CIO Lab to deliver actionable portfolio insights and manage customized advisory mandates. The role involves collaborating closely with UHNW clients to enhance portfolio outcomes while applying extensive analytical frameworks.

The ideal candidate will have over 10 years of experience in portfolio management, a strong understanding of asset allocation, and proven expertise in client engagement. A bachelor's degree in Finance or a related field is required, with advanced degrees preferred.

Qualifications

• Minimum 10 years of experience in portfolio management and analytics.
• Solid experience with multi-asset portfolios for UHNW and institutional clients.
• Proven ability to deliver client-facing portfolio insights.

Responsibilities

• Deliver CIO Lab Analytics for portfolio diagnostics and allocation.
• Support management of customized advisory mandates.
• Drive conversion of analytic engagements into revenue-generating mandates.

Skills

Portfolio management

Risk management

Asset allocation

Client engagement

Analytical skills

Education

Bachelor's degree in Finance or Economics

MBA or CFA designation

Tools

Aladdin or equivalent portfolio analytics platform

Job description

OCBC company in Singapore is seeking a Portfolio Specialist for the CIO Lab to deliver actionable portfolio insights and manage customized advisory mandates. The role involves collaborating closely with UHNW clients to enhance portfolio outcomes while applying extensive analytical frameworks.

The ideal candidate will have over 10 years of experience in portfolio management, a strong understanding of asset allocation, and proven expertise in client engagement. A bachelor's degree in Finance or a related field is required, with advanced degrees preferred.