Investment Manager

Phillip Capital Management (S) Ltd; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A financial management firm in Singapore is looking for an experienced asset allocation specialist. You will develop and optimize asset allocation frameworks, recommend strategies, and communicate market updates effectively. Ideal candidates will possess a Master's or Bachelor's in a quantitative field, have 7-10 years of relevant experience, and demonstrate strong quantitative skills. This role offers a stable work environment with opportunities in portfolio management and client interaction.

Qualifications

• 7 to 10 years of relevant experience in an asset allocation role.
• Broad exposure to equities, fixed income, and derivative products.
• Strong familiarity with portfolio management of funds of funds.

Responsibilities

• Develop and optimize asset allocation and portfolio construction models.
• Recommend tactical asset allocation strategies.
• Keep abreast of global capital market developments.

Skills

Strong quantitative and financial modelling

Excellent communication skills

Data driven mindset

Coding knowledge

AI adoption

Education

Master's/Bachelor's Degree in Finance, Economics, Mathematics

Job description

Responsibilities

• Develop and optimize tactical asset allocation and portfolio construction framework/models based on both quantitative and qualitative methods with predictive signals for guidance to our macro investing activities on equities, bonds and funds.
• Recommend tactical asset allocation strategies within the allowable limits of the strategic asset allocation parameters taking into account the return targets and risk appetite of the portfolio
• Key strategies could involve a combination of asset allocation, style selection, derivatives overlay, in conjunction with economic regime identification
• Participate in the strategic asset allocation process to meet the medium/long term risk return objectives of the portfolio
• Idea generation covers both public and private market asset classes
• Facilitate derivatives strategies for efficient portfolio management and FX hedging purposes
• Keep abreast of global developments in the capital markets, providing both the investment team and committee with key market updates and economic developments
• Takes accountability in adhering to the investment policy guidelines
• Would also be required to oversee preparation for pitches for new investment mandates, and communicate regularly with existing clients on current mandates/funds

Requirements

• Master's/Bachelor's Degree in a quantitative discipline (Finance, Economics, Mathematics, or similar), with CFA preferred
• 7 to 10 years of relevant experience in an asset allocation role or a related capacity
• Strong quantitative and financial modelling background with hands on experience on building tactical asset allocation models
• Broad exposure to, and expertise in a variety of asset class, including equities, fixed income as well as derivative products.
• Strong familiarity and experience with development and/or portfolio management of funds of funds (with underlyings being unit trusts and ETFs), would be an advantage.
• Data driven mindset with investment recommendations backed up with data and not simply just narrative
• Self driven and able to work independently
• Excellent communication skills (verbal and written) with strong quantitative and analytical skills
• This role is suited for candidates seeking a stable work environment in a self starter and team based work environment
• Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.