Portfolio Manager | Family Office

DADACONSULTANTS PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A family office in Singapore is looking for an experienced Portfolio / Fund Manager to develop investment strategies and manage a diversified portfolio. Candidates should have strong analytical skills, a master's degree in finance or related fields, and at least 3 years of experience in investment management. The role involves research, asset allocation, and management of external relationships, ensuring compliance with regulations.

Qualifications

• Master’s degree in finance or related field is mandatory.
• Minimum 3 years of relevant experience in investment management.
• Strong understanding of macroeconomic analysis and portfolio management.

Responsibilities

• Develop and execute investment strategy and asset allocation framework.
• Conduct macroeconomic and sector research for investment opportunities.
• Manage relationships with external fund managers and banks.

Skills

Investment strategy development

Portfolio management

Macroeconomic analysis

Financial modeling

Data analytics tools

Cross-cultural communication

Education

Master’s degree in Finance, Economics, Accounting, or related disciplines

Tools

Python

R

Bloomberg

Tableau

Job description

We are partnering with a family office to hire a Portfolio / Fund Manager with strong investment management expertise. The incumbent will oversee portfolio research, asset allocation, and investment execution, while contributing to the formulation of medium- to long-term asset allocation and capital management strategies.

Job Responsibilities

• Develop, execute, and continuously refine the family office’s investment strategy and asset allocation framework, covering equities, fixed income, alternative investments, digital assets, and private equity projects.
• Conduct macroeconomic and sector research, identify potential investment opportunities, and prepare investment reports and risk assessment memos.
• Manage relationships with external fund managers and custodian banks (including coordination with DBS, UBS, Julius Baer, Interactive Brokers, etc.).
• Monitor portfolio performance, risk exposure, and liquidity to ensure compliance with MAS regulations and internal investment guidelines.
• Participate in Investment Committee meetings, providing quantitative analysis support and asset allocation recommendations.
• Assist in developing internal investment compliance policies and governance frameworks to ensure regulatory and audit compliance.
• Track global market developments, including emerging markets, crypto assets, and technology innovation sectors.

Job Requirements

• Master’s degree in Finance, Economics, Accounting, Statistics, or related disciplines (CFA / CAIA / FRM preferred).
• Minimum 3 years of experience in investment management or asset allocation, ideally with a background in family offices, private equity, wealth management, or asset management firms.
• Strong understanding of macroeconomic analysis, asset pricing, and portfolio management.
• Familiarity with MAS regulatory framework (especially 13O / 13U schemes) and the Singapore financial market.
• Proficient in financial modeling and data analytics tools (e.g., Python, R, Bloomberg, Tableau).
• High integrity, confidentiality awareness, and cross-cultural communication capability.

Regret to inform you that only shortlisted candidates will be notified.