Client Manager, Investor Relations & Fund Operations

CHICAGO GLOBAL CAPITAL PTE. LTD.; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

The role, based in Singapore, services the accredited and institutional investors of CG Polaris, an open-end fund managed by Chicago Global Capital. You will report to the Chief Operating Officer and hold MAS representation duties under the Representative Notification Framework.

Responsibilities include client servicing, performance updates, onboarding, and coordinating with custodians, brokers, and administrators on operational matters.

Qualifications

• Bachelor’s degree in Economics, Finance, or a related field.
• 8+ years in financial services, including at least 2 years in a client-facing role.
• Experience in business development, investor relations, or client coverage with a track record of growing client revenue or assets.
• Experience with client onboarding and account opening; familiarity with KYC/AML requirements.
• CMFAS qualifications or eligibility to be MAS representative and meet fit criteria.
• Knowledge of fund operations and post-trade lifecycle; FX and income experience.
• Prior work in an investment bank, asset manager, or global custodian is preferred.
• Preferred: experience with institutional or accredited investors in CG Polaris target markets.

Responsibilities

• Servicing existing clients of CG Polaris and providing regular fund updates.
• Maintaining positive client relationships to promote further investments.
• Conducting business development to bring in prospective investors.
• Coordinate onboarding and ensure KYC/AML compliance with custodians and brokers.
• Trade execution related to portfolio adjustments.
• Launch new funds and strategies to widen CG Polaris’ reach.

Skills

Client relations

Business development

Investor relations

KYC/AML

Communication skills

Education

Bachelor’s degree in Economics or Finance

Tools

Excel

SQL

Tableau

Job description

The Role:

To be located in Singapore, this role is responsible for servicing the accredited and institutional investors of CG Polaris, an open-end fund run by Chicago Global Capital. The role reports to the Chief Operating Officer. This is a licensed role: the successful candidate will be appointed as a representative of Chicago Global Capital under the Monetary Authority of Singapore’s Representative Notification Framework.

Key Responsibilities:

• Servicing the existing clients of CG Polaris;
• Providing regular updates to the clients on the fund performance and portfolio strategies of CG Polaris;
• Maintaining a positive relationship with the clients to promote further investment by the clients;
• Conducting business development to bring in prospective investors to CG Polaris; geographical coverage of the business development effort will align with the five markets on which CGPolaris intends to target, namely, China, the U.S.,Australia, Malaysia, and Indonesia;
• Liaising with clients and prospective investors for onboarding and ensuring the adherence of KYC/AML requirements;
• Coordinating with custodians, brokers, and administrators on operational matters;
• Trade execution relating to portfolio adjustments;
• Launching new funds with new strategies to widen the reach of Chicago Global Capital.

Experience &Qualifications:

• Bachelor’s degree in Economics, Finance, or a related field;
• 8+ years in financial services, including at least 2 years in a client-facing role;
• Experience in business development, investor relations, or client coverage, with a track record of growing client revenue or assets;
• Experience with client on boarding and account opening; familiarity with KYC/AML requirements;
• As this is a licensed role, hold, or be able to obtain before appointment, the CMFAS qualifications required to be appointed as a MAS representative, and meet MAS’s fit and proper criteria;
• Working knowledge of fund operations and the post-trade lifecycle, settlement, reconciliation, corporate actions, FX, and income;
• Prior work at an investment bank, asset manager, or global custodian;
• Preferred: experience with institutional or accredited investors in one or more of CG Polaris’s target markets;
• Preferred: experience with operational risk, incident management or control frameworks.

Skills &Attributes:

• MicrosoftOffice: Advanced Excel, PowerPoint, WORD, etc.;
• Data& Automation: data and automation tools (example SQL) and dashboarding (example Tableau);
• Languages: in addition to English, ideally be fluent in the language used in one of the target markets (Mandarin or Bahasa Malaysia/Indonesia);
• Mindset: client-first mindset and able to translate clients’ needs into product and operational change;
• Communications: strong communications skills for liaising with external parties (clients, brokers, administrators, etc.) and internal parties (management team, portfolio managers, compliance team, etc.);
• Personality: resilient and able to excel in a startup environment, staying organized and calm under pressure, and good judgement on when to upscale.