Portfolio Manager | Family Office

Dada Consultants; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A family office in Singapore is seeking an experienced Portfolio / Fund Manager to manage portfolio research and asset allocation. Responsibilities include developing investment strategies across various asset classes, conducting research, and monitoring portfolio compliance with regulations. The ideal candidate should have a Master’s degree and a minimum of 3 years in investment management, along with strong analytical and communication skills. This role offers a competitive environment to shape long-term capital management strategies.

Qualifications

• Minimum 3 years of experience in investment management or asset allocation.
• Strong understanding of macroeconomic analysis and asset pricing.
• Familiarity with MAS regulatory framework and Singapore financial market.

Responsibilities

• Develop, execute, and refine the investment strategy and asset allocation framework.
• Conduct macroeconomic and sector research to identify investment opportunities.
• Monitor portfolio performance and ensure compliance with regulations.

Skills

Investment management expertise

Financial modeling

Data analytics tools (Python, R, Bloomberg, Tableau)

Macroeconomic analysis

Cross-cultural communication

Education

Master’s degree in Finance, Economics, Accounting, Statistics

CFA / CAIA / FRM (preferred)

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.