Equities Portfolio Manager

RAINTREE ASSET MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced investment operations manager to oversee equities and multi-asset portfolios. Responsibilities include regular updates to the CIO on market conditions, reviewing portfolio performance with clients, and collaborating on operational improvements. Candidates need a minimum of 5 years' experience in equities analysis or portfolio management, along with a strong ability to ensure data accuracy in financial operations.

Qualifications

• Minimum 5 years of experience in equities analysis or portfolio management.
• Ability to manage equities and multi-asset portfolios.
• Skilled in reviewing portfolio performance with clients.

Responsibilities

• Manage investment operational matters relating to the company.
• Update the CIO on investment implications on markets.
• Collaborate to implement policies and operational improvements.

Skills

Equities analysis

Portfolio management

Risk monitoring

Data accuracy

Business operations implementation

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