Investment & Wealth Management Domain SME

UST GLOBAL (SINGAPORE) PTE. LIMITED; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

UST GLOBAL (SINGAPORE) PTE. LIMITED is seeking a senior domain expert to anchor AI-driven investment operations across portfolio management, trading, compliance, fund accounting, and client servicing.

You will shape opportunities in GenAI and automation, define KPIs, and partner with AI engineering teams to translate complex workflows into actionable requirements. You will lead client workshops, validate AI outputs, and mentor teams on investment processes, data quality, and industry best

Qualifications

• 10+ years of experience in Investment Management or related areas.
• Experience with Asset Managers, Wealth Managers, Custodians, or Fund Administrators.
• Ability to bridge business stakeholders and technology teams to drive transformation initiatives.
• Deep expertise in Investment Operations and Fund Accounting.
• Exposure to GenAI, LLMs, and data analytics platforms.

Responsibilities

• Serve as the domain expert across investment operations, portfolio management, trading, compliance, fund accounting, and client servicing.
• Identify and shape AI, GenAI, and automation opportunities across front, middle, and back-office functions.
• Define business requirements, KPIs, governance controls, and success metrics for AI initiatives.
• Translate complex operational workflows into actionable requirements for AI engineering teams.
• Validate AI solution outputs and ensure alignment with business objectives and regulatory requirements.
• Lead client workshops, discovery sessions, demos, and value realization discussions.
• Mentor AI teams on investment management processes, data, and industry best practices.

Skills

Investment Management domain expert

Stakeholder Management

Business Consulting

Regulatory & Compliance operations

Data Quality & Data Lineage

AI & Automation discovery

Trade Lifecycle Management

Job description

What You’ll Do

• Serve as the domain expert across investment operations, portfolio management, trading, compliance, fund accounting, and client servicing
• Identify and shape AI, GenAI, and automation opportunities across front, middle, and back-office functions
• Define business requirements, KPIs, governance controls, and success metrics for AI initiatives
• Translate complex operational workflows into actionable requirements for AI engineering teams
• Validate AI solution outputs and ensure alignment with business objectives and regulatory requirements
• Lead client workshops, discovery sessions, demos, and value realization discussions
• Mentor AI teams on investment management processes, data, and industry best practices

Why Join Us?

• Shape the future of AI-powered investment operations.
• Work with global Investment & Wealth Management clients.
• Influence strategic AI initiatives and business transformation programs.
• Drive innovation at the intersection of Financial Services and Generative AI

What We’re Looking For

• 10+ years of experience in Investment Management, Wealth Management, Custody, Fund Administration, or Asset Servicing
• Experience working with Asset Managers, Wealth Managers, Custodians, or Fund Administrators
• Proven ability to bridge business stakeholders and technology teams to drive transformation initiatives

Deep expertise in:

• Investment Operations & Fund Accounting
• Trade Lifecycle Management
• Portfolio & Investment Data
• Stakeholder Management & Business Consulting

Strong experience in:

• Business Process Analysis
• Regulatory & Compliance Operations
• Data Quality & Data Lineage
• AI and Automation Use Case Discovery

Exposure to:

• GenAI, LLMs, Agentic AI, and Data Analytics Platforms
• Investment Management Technology Ecosystems
• Investment Management, Wealth Management, Custody, Fund Administration, Asset Servicing, Asset Management, Wealth Management, Custodians, Fund Administrators, Fund Accounting, Trade Lifecycle Management, Portfolio & Investment Data, Stakeholder Management, Business Consulting, Business Process Analysis, Regulatory & Compliance Operations, Data Quality, Data Lineage, Agentic AI