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 seeking a Portfolio / Fund Manager with strong investment management skills. The role involves developing investment strategies, managing relationships with fund managers, and monitoring portfolio performance while ensuring compliance with regulations. Ideal candidates should possess a Master’s degree and at least 3 years of relevant experience, along with proficiency in financial modeling and data analytics tools. This is a unique opportunity to work in a dynamic investment environment.

Qualifications

• Master’s degree in relevant field.
• 3+ years in investment management or asset allocation.
• Strong understanding of asset pricing and portfolio management.

Responsibilities

• Develop and refine investment strategy and asset allocation framework.
• Conduct macroeconomic and sector research for investment opportunities.
• Manage relationships with external fund managers and custodian banks.
• Monitor portfolio performance and risk exposure.
• Participate in Investment Committee meetings with analyses and recommendations.

Skills

Investment strategy development

Macroeconomic analysis

Portfolio management

Financial modeling

Cross-cultural communication

Education

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

CFA / CAIA / FRM certification

Tools

Python

R

Bloomberg

Tableau

Job description

Roles & Responsibilities

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.

Licence Number : 18S9037

EA Registration Number : R23112003