Fund Manager / Investment Analyst

PHEIM ASSET MANAGEMENT (ASIA) PTE LTD; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading asset management firm in Singapore is seeking an experienced Fund Manager/Investment Analyst to manage the Fund and ensure competitive performance. The role involves conducting research, performing financial modeling, and monitoring portfolio performance. Candidates should have a Bachelor's degree and at least 5 years of relevant experience. Strong analytical skills and proficiency in MS Office are essential. Professional certifications are an advantage. Immediate availability preferred.

Qualifications

• At least 5 years of experience in fund administration or operations.
• Strong research and analytical capabilities are essential.
• Immediate or short notice availability preferred.

Responsibilities

• Conduct research on equities, fixed income, and alternative investments.
• Perform financial modeling and valuation analysis.
• Monitor portfolio performance and risk exposures.
• Assist in portfolio construction and asset allocation.
• Execute trades according to portfolio strategy.
• Prepare investment recommendations and reports.
• Track macroeconomic trends impacting holdings.
• Support due diligence on new investment opportunities.
• Collaborate with risk and compliance teams.
• Maintain investment documentation and reporting.
• Participate in investment committee meetings.

Skills

Research and analytical skills

Good written and verbal communication skills

Team collaboration

Self-motivated and enthusiastic

Education

Bachelor's degree in Business, Finance, Economics, Accounting, Commerce, or related

Professional certifications (CFA, ACCA)

Tools

MS Office

Bloomberg terminal

Job description

The firm is seeking an experienced fund manager / investment analyst to manage the Fund and deliver competitive performance. You will be required to work as a team member handling the fund management activities of the firm, including analysis of economic trends and investment opportunities focused in ASEAN and Asia ex-Japan.

Key Responsibilities

• Conduct fundamental and quantitative research on equities, fixed income, and/or alternative investments to support investment decisions.
• Perform financial modeling, valuation analysis, and scenario/sensitivity analysis on potential investments.
• Monitor portfolio performance, risk exposures, and compliance with investment mandates and regulatory requirements.
• Assist in portfolio construction, asset allocation, and rebalancing activities in line with investment strategies and market conditions.
• Execute trades in line with portfolio strategy, ensuring timely and accurate order placement and settlement.
• Prepare investment recommendations, research reports, and presentation materials for internal committees and senior management.
• Track macroeconomic trends, industry developments, and company-specific news impacting portfolio holdings.
• Support due diligence on new investment opportunities, including meetings with company management, fund managers, and external advisors.
• Collaborate with risk, compliance, and operations teams to ensure proper execution and governance of investment activities.
• Maintain accurate investment documentation, data, and performance reporting.
• Participate in investment committee meetings and contribute to strategy discussions.

Preferred Qualifications/Competencies/Skills/Profile

• Bachelor's degree in Business, Finance, Economics, Accounting, Commerce, or a related field with at least 5 years of experience in fund administration or fund operations.
• Professional certifications (e.g., CFA, ACCA) and CMFAS Modules RES1B, RES3, RES5 and CM-EIP are advantageous.
• Candidate without experience may be considered.
• Strong research and analytical skills.
• Good written and verbal communication skills.
• Ability to work independently as well as in collaboration with others.
• Self-motivated, committed, and enthusiastic.
• Team player and have good people skills.
• Proficiency in MS Office applications is expected.
• Familiarity with Bloomberg terminal will be an advantage.
• Immediate or short notice preferred.

Only shortlisted candidates will be contacted.