Funds Selection SG (AVP/VP) - Chief Investment Office BOS

Bank of Singapore Limited; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Bank of Singapore seeks a seasoned professional to lead Hedge Funds onboarding and related workflows. You will originate and source Hedge Funds, conduct due diligence, negotiate agreements, and coordinate with Legal, Compliance and Tax teams to ensure compliant onboarding and distribution.

You will prepare investor materials for committees, support front office education, and monitor fund performance and ongoing eligibility on the BOS platform, in a fast-paced, team-driven environment.

Qualifications

• Minimum of 8 years work experience in Asset Management/Private Bank as a product specialist.
• Strong investment background with hedge funds knowledge.
• Able to present investment ideas to varied audiences.
• Analytical capabilities and data analysis skills.
• Excellent communication and writing skills; drafting investment analyses a plus.
• Self-starter with attention to detail and tight deadlines.

Responsibilities

• Originating & sourcing Hedge Funds and maintaining a pipeline of Hedge Funds to the Investment Committee (Mutual Funds and Alternative Investments) for discussion and consideration for potential on-boarding to BOS;
• Performing and leading Hedge Funds on-boarding workstreams, including due diligence and completion of internal checklists for on-boarding, in compliance with BOS policies;
• Reviewing and negotiating agreements and documentation relating to Hedge Funds on-boarding and distribution by BOS;
• Managing with legal, compliance, tax advisors for negotiation and drafting of legal documentation relating to Hedge Funds;
• Preparing internal BOS operations process and support for subscriptions, closings, capital calls, distributions and reporting for Hedge Funds;
• Preparing materials and checklists for internal approvals for on-boarding and distribution of Hedge Funds, including for Investment Committees;
• Preparing for BOS marketing, distribution and advisory of Hedge Funds to front office staff and clients, including launch materials and training events;
• Providing advisory services relating to Hedge Funds for BOS clients in changing macroeconomic environment;
• Supporting education and training of internal parties, relationship managers and clients on Hedge Funds and strategies;
• Monitoring and reporting Hedge Funds investment performance and ensuring continued eligibility on the BOS platform;
• Assisting with monitoring and reporting of sales and revenue of Hedge Funds;
• Preparing investment memos and client presentation materials related to Hedge Funds manager recommendations and fund updates.
• Conduct selection of funds (including hedge funds) for model portfolios for advisory or discretionary portfolio management.

Skills

Hedge funds

Due diligence

Client engagement

Financial analysis

Communication

Teamwork

Education

Finance degree

CFA/CAIA advantage

Job description

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Responsibilities

• Originating & sourcing Hedge Funds and maintaining a pipeline of Hedge Funds to the Investment Committee (Mutual Funds and Alternative Investments) for discussion and consideration for potential on-boarding to BOS;
• Performing and leading Hedge Funds on-boarding workstreams, including but not limited to, financial, operational, tax and legal due diligence and the completion of relevant internal checklists and processes for on-boarding, all in compliance with internal BOS policies and procedures;
• Reviewing and negotiating agreements, offering memoranda and documentation relating to the on-boarding and distribution of Hedge Funds by BOS;
• Managing and liaising with legal, compliance, tax advisors and other service providers for the negotiation and drafting of legal documentation relating to Hedge Funds;
• Preparing the internal BOS operations process and support for subscriptions, closings, capital calls, distributions, other related corporate actions and reporting processes for Hedge Funds, as necessary;
• Preparing materials, completing relevant checklists and managing the internal approval process for the on-boarding and distribution of Hedge Funds by BOS (including for presentation to Investment Committees), in addition to obtaining external approvals from any relevant regulatory or other relevant bodies;
• Preparing for and managing BOS bank-wide marketing, distribution and advisory of Hedge Funds to BOS front office staff and making presentations to clients (including, but not limited to, launch materials, education materials, hosting training events, coordinating presentations by Hedge Funds managers to front office staff or clients);
• Providing advisory services relating to Hedge Funds for BOS clients in the context of changing macroeconomic environment;
• Supporting the education and training of internal parties, relationship managers and clients across Hedge Funds and strategies, and allocation to Hedge Funds and build fluent knowledge of Hedge Funds on the BOS platform;
• Post on-boarding and distribution, the monitoring and reporting of Hedge Funds investment performance, any market related activity impacting a Hedge Funds and continued eligibility to remain on the BOS platform and formulating and actioning any required follow up with BOS stakeholders including but not limited to investment/product advisors, relationship managers or other internal colleagues;
• Assisting with the monitoring and reporting of sales and revenue of Hedge Funds;
• Preparing investment memos and client presentation materials related to Hedge Funds manager recommendations, fund updates and other thematic discussion topics from time to time.
• Conduct selection of funds (including hedge funds) for model portfolios which can be used for advisory or discretionary/ advisory portfolio management.

Qualifications

• Minimum of 8 years work experience in Asset Management/Private Bank as a product specialist especially, with experience in client engagement and customer experience
• Strong investment background, with solid knowledge of hedge funds
• Comfortable to present investment ideas to a varied set of audience (internal and external)
• Proven analytical capabilities and data analysis skill set
• Exceptional communication and writing skills – Preferred to have specific experience drafting detailed investment analyses
• Self-starter with high level of attention to detail, while staying adaptable to tight deadlines
• Desire and ability to be part of a dynamic team; a strong team-player orientation is critical
• Undergraduate or Graduate education from a prestigious institution with specialization in finance, accounting, or other analytical fields
• CFA/CAIA holder will be an advantage

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.