Investment Specialist & Portfolio Manager

Focal Search Pte Ltd; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A financial services company in Singapore is seeking a professional to manage client portfolios and assess trades for various assets including equities and bonds. Responsibilities also include conducting due diligence, developing investment strategies, and communicating with investment managers. The ideal candidate will need to proactively determine client needs and present investment opportunities. Collaboration with outside partners is essential for success in this role.

Responsibilities

• Assess and carry out trades for client portfolios, funds, and model strategies.
• Trade equities, bonds, futures, options, structured notes, ETFs, and more.
• Manage clients' portfolios to fulfill client objectives.
• Investigate markets, ETFs, stocks, bonds, and managers in-depth.
• Be a trusted advisor by determining the needs of clients.

Job description

Key Responsibilities

• Assess and carry out trades for client portfolios, funds, and model strategies.
• Trade equities, bonds, futures, options, structured notes, ETFs, and more.
• Make investments in funds, SMAs, SPVs, VCCs, and other public and private vehicles.
• Take part in operations supervision and settlement procedures.
• Manage the portfolios of SMA, SPV, structured note, and private fund investments throughout alternatives, fixed income, and stocks.
• Develop, implement, and oversee investment plans for our clients while collaborating closely with outside partners, such as regulators, managers, administrators, and custodians.
• Manage clients' portfolios. Make sure portfolios fulfill client objectives by proactively investing in tactics that diversify concentrated positions, hedge risks, and capture tax losses.
• Oversee and direct client meetings. Produce and evaluate content. Commentary by the author.
• Investigate markets, ETFs, stocks, bonds, and managers in-depth.
• Find unique, alpha-producing investment managers outside of the US and oversee due diligenceon their tactics
• Communicate with the company's India Platform Team on tasks pertaining to investments.
• Conduct due diligence on exchanges and determine how to obtain the appropriate exposure (e.g. buy on ASX vs. SGX).
• Establish and preserve connections with exchanges, wholesalers, managers, traders, custodians, model suppliers, and outside sales.
• Be a trusted advisor by proactively determining the needs and resolving issues of clients.
• Increase strategy revenue by presenting clients and coworkers with interesting opportunities.
• Increase client revenue by engaging clients and providing intelligent portfolio options.