Equities Portfolio Manager

RAINTREE ASSET MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading investment management firm in Singapore is seeking a professional to manage investment and operational matters related to equities and multi-asset portfolios. This role involves updating the CIO on market issues, reviewing portfolio performance with high-net-worth clients, and implementing business operations. Candidates should have a minimum of 5 years of experience in equities analysis or portfolio management. Strong skills in risk monitoring and financial data management are essential.

Qualifications

• Minimum 5 years of experience in equities analysis or portfolio management.

Responsibilities

• Manage equities and multi-asset portfolios on a discretionary basis.
• Update CIO on contemporary issues affecting investment.
• Review portfolio performance and prepare solutions for clients.

Skills

Equities analysis

Portfolio management

Risk monitoring

Data accuracy

Financial data management

Job description

To manage investment and investment operational matters relating to the Company, including but not limiting to the following:

• Newly created position
• Manage equities and multi-asset portfolios on a discretionary basis
• Update CIO on contemporary issues that have investment implication on markets and portfolios
• Review portfolio performance with clients, and help prepare and pitch portfolio solutions to HNW clients
• Work with designated officers to design and implement business operations for the smooth operation of the Company
• Collaborating with colleagues to implement policies and develop operational improvements, including but not limited to automation and digitalisation
• Managing and updating our in-house financial data
• Risk monitoring across all clients’ portfolio
• Carrying out statement reconciliations to ensure data accuracy
• Trade order management and coordinating with custodian banks
• Coordinating the creation and ongoing management of VCC entities
• Minimal 5 years of experience in equities analysis or portfolio management