Portfolio Analyst / Associate

JAC Recruitment Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global investment firm is seeking a Portfolio Associate to work in Singapore. This role involves supporting Portfolio Managers, monitoring portfolios, and coordinating with various teams. Candidates must possess strong technical skills, including proficiency in Excel and an understanding of fixed income and FX workflows. A Master’s degree is preferred along with 1-2 years of relevant experience.

Qualifications

• Minimum 1-2 years of work experience required.
• Ability to adapt to shift rotation schedules.
• Process-oriented with keen portfolio risk awareness.

Responsibilities

• Ensure investment objectives are met across portfolios.
• Monitor portfolio positions versus client guidelines.
• Coordinate with Portfolio Management on rebalancing.
• Assist in account transitions and cash flow management.
• Conduct performance and attribution analyses.

Skills

Strong academic background in a technical field

Outstanding communication skills

Excel power user

Strong analytical skills

Good understanding of fixed income and FX workflows

Programming skills (Python, VBA)

Education

Master's degree

Tools

Excel

Proprietary risk systems

Job description

OVERVIEW

Our client is a global leader in active fixed income, with deep expertise across public and private markets. They invest their clients’ capital across a range of fixed income and credit opportunities, leveraging decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the world’s largest providers of traditional and nontraditional solutions for companies seeking financing and investors pursuing strong risk-adjusted returns.

Since 1971, they have shaped the organization through a high-performance, inclusive culture that celebrates diverse thinking. They invest in their people and strive to embody their CORE values: Collaboration, Openness, Responsibility, and Excellence. They believe each individual is there to help others succeed, which has led to their recognition as an innovator, industry thought leader, and trusted advisor to clients.

Portfolio Associate Team Overview

Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.

Position Development Value

• Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues
• Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process
• Ensuring investment objectives are reflected across portfolios in scope
• Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios
• Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses
• Tagging trades into risk categories within the portfolio Ad hoc operational tasks
• Responding to ad hoc requests from the Portfolio Management team

Responsibilities

• Ensuring investment objectives are reflected across portfolios in scope
• Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
• Coordinating with Portfolio Management on re-balancing of portfolios
• Utilizing proprietary risk systems for monitoring of portfolio exposures
• Assisting in account transitions and cash flow management
• Conducting performance and attribution analyses
• Tagging trades into risk categories within the portfolio
• Ad hoc operational tasks
• Responding to ad hoc requests from the Portfolio Management team

Requirements

• Strong academic background in a technical field from a leading, accredited college or university
• Good understanding of fixed income, equities and FX workflows including knowledge of most cash and derivative instruments
• Shift rotation schedules required to cover early mornings and holiday periods per equity and FX market requirements
• Outstanding communication skills are required to operate in a complex financial environment
• Excel “power user” - programming skills (e.g. Python, VBA) are preferred
• Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
• Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
• Good understanding of Portfolio Risks and Macro Investment Models
• Programming skill is a plus while proficiency with Excel is required
• Ideal candidate will have a Master’s degree plus minimum 1-2yrs of work experience

We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding.

EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel:R24123855
EA Personnel Name: Mei Kamioka

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