Portfolio Manager/ Analyst

Great Eastern Sun; Singapore; On-site; SGD 90,000 - 170,000; Full time

Job summary

Great Eastern is seeking a capable Investment professional to assist the Head of Real Estate in evaluating and executing global real estate and lending opportunities. You will support underwriting, due diligence, onboarding, and reporting while actively monitoring portfolio performance and risk with external managers.

The role requires a tertiary qualification with professional certifications such as CPA or CFA preferred, and at least 3 years in real estate private equity, debt, or asset

Qualifications

• 3+ years of experience in real estate private equity, debt, or asset management.
• Tertiary qualification; CPA/CFA preferred.
• Strong interest in investment management and private assets.
• Ability to work independently with minimal supervision.
• Good written and verbal communication.

Responsibilities

• Assist in implementing the real estate portfolio strategy across funds and co-investments, and support senior team on underwriting, due diligence, documentation, onboarding and financial reporting.
• Actively manage assigned portfolio, including performance review and risk assessment and engagement with external managers and partners.
• Ensure investment processes comply with internal policies and procedures.

Skills

Industry experience in real estate

Excel

PowerPoint

Communication

Independent work

Education

Tertiary qualification

CPA/CFA preferred

Tools

Excel

PowerPoint

Job description

To assist the Head of Real Estate in the evaluation, execution, and investment management of global real estate and lending, and in achieving the target returns in line with asset class allocation.

• Assist in implementing the real estate portfolio strategy across funds and co-investments, and support senior team members on all matters related to underwriting, due diligence, documentation, investment onboarding and financial reporting
• Actively manage assigned portfolio, including ongoing performance review, risk assessment, and engaging with external managers and partners
• Ensure investment processes are conducted in compliance with internal policies and procedures
• At least 3 or more years of relevant industry experience like real estate private equity, debt, or asset management
• Tertiary qualified and/or with professional certifications like CPA and/or CFA etc
• Strong interest in investment management and desire for a career in private assets/ alternatives (ie. Real Assets, Direct Lending, & Structured Credits)
• Ability to work independently or with minimal supervision
• Good written and communication skills
• Competency on excel, powerpoint, and other office applications
• Ability to interact well with both internal and external stakeholders

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who We Are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers.

The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of "AA-" by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia.

Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

Work Locations

SG-GE Centre

Job

Investment