Portfolio Associate/Senior Associate

JAC Recruitment Consultant; Singapore; Sur place; SGD 90 000 - 150 000; Plein temps

Résumé du poste

JAC Recruitment Consultant partners with a globally recognised investment management firm to recruit a Portfolio Associate / Senior Portfolio Associate in Singapore. You will support portfolio management and investment operations, engaging with portfolio managers, traders, risk professionals, and specialists to deliver efficient investment outcomes.

This role involves monitoring exposures and performance, assisting with trade lifecycle, funding, and risk controls, and driving improvements using

Qualifications

• Bachelor’s Degree in Finance, Economics, Mathematics, Engineering, CS, or another quantitative discipline.
• Approximately 3+ years of experience in asset management, investment management, private banking, hedge funds, or financial services.
• Strong understanding of investment products including equities, fixed income, FX and derivatives.
• Experience supporting portfolio management, trading, fund operations, investment risk, or investment reporting functions.
• Advanced Microsoft Excel skills.
• Programming or data analytics experience in Python, SQL, VBA, Power BI or similar tools would be advantageous.
• Familiarity with automation, workflow enhancement, data visualisation or AI-enabled productivity tools is desirable.
• Good understanding of portfolio construction, portfolio risk concepts, and investment markets.
• Excellent communication and stakeholder management skills.

Responsabilités

• Support portfolio management activities across Equities, Emerging Markets, Multi-Asset and Alternative Investment strategies.
• Monitor portfolio exposures, risks, and performance using portfolio analytics and risk management tools.
• Work closely with portfolio managers and traders to ensure efficient portfolio implementation and rebalancing.
• Monitor portfolios against client mandates, investment guidelines, and internal risk limits.
• Assist with trade lifecycle management, including issue identification, escalation, and resolution.
• Coordinate portfolio funding activities, account transitions, and cash flow management.
• Conduct portfolio performance, attribution, and risk analysis.
• Maintain portfolio data accuracy and support risk classification and reporting processes.
• Drive process improvements through data analytics, automation, and AI-enabled tools.
• Partner with Investment, Compliance, Operations, and Risk teams on portfolio and operational initiatives.
• Provide ad hoc support for investment, trading, and portfolio management projects.

Connaissances

Analytical thinking

Problem-solving

Communication

Stakeholder management

Formation

Bachelor's degree in Finance, Economics, Mathematics, Engineering, CS or another quantitative discipline

Outils

Microsoft Excel

Python

SQL

VBA

Power BI

Description du poste

About the role

Our client is a globally recognised investment management firm with a strong presence across public and private markets. The organisation manages diversified investment strategies across fixed income, equities, multi-asset, and alternative investments, serving institutional and sophisticated investors worldwide.

Due to continued growth, they are looking to hire a Portfolio Associate / Senior Portfolio Associate to support portfolio management and investment operations teams in Singapore. This role offers extensive exposure to portfolio managers, traders, risk professionals, and investment specialists within a highly collaborative environment.

Responsibilities

• Support portfolio management activities across Equities, Emerging Markets, Multi-Asset and Alternative Investment strategies.

• Monitor portfolio exposures, risks, and performance using portfolio analytics and risk management tools.

• Work closely with portfolio managers and traders to ensure efficient portfolio implementation and rebalancing.

• Monitor portfolios against client mandates, investment guidelines, and internal risk limits.

• Assist with trade lifecycle management, including issue identification, escalation, and resolution.

• Coordinate portfolio funding activities, account transitions, and cash flow management.

• Conduct portfolio performance, attribution, and risk analysis.

• Maintain portfolio data accuracy and support risk classification and reporting processes.

• Drive process improvements through data analytics, automation, and AI-enabled tools.

• Partner with Investment, Compliance, Operations, and Risk teams on portfolio and operational initiatives.

• Provide ad hoc support for investment, trading, and portfolio management projects.

Requirements

• Bachelor's Degree in Finance, Economics, Mathematics, Engineering, Computer Science, or another quantitative discipline.

• Approximately 3+ years of relevant experience within asset management, investment management, private banking, hedge funds, or financial services.

• Strong understanding of investment products, including equities, fixed income, foreign exchange, and derivative instruments.

• Experience supporting portfolio management, trading, fund operations, investment risk, or investment reporting functions.

• Strong analytical and problem-solving skills with the ability to perform in a fast-paced environment.

• Advanced Microsoft Excel skills.

• Programming or data analytics experience in Python, SQL, VBA, Power BI, or similar tools would be advantageous.

• Familiarity with automation, workflow enhancement, data visualisation, or AI-enabled productivity tools is highly desirable.

• Good understanding of portfolio construction, portfolio risk concepts, and investment markets.

• Excellent communication and stakeholder management skills.

• Ability to support regional market coverage, including occasional early morning schedules when required.

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