Portfolio Manager | Family Office

DADACONSULTANTS PTE. LTD.; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

A family office in Singapore is seeking a Portfolio / Fund Manager to oversee portfolio research, asset allocation, and investment execution. The ideal candidate should possess a Master’s degree and have at least 3 years of experience in investment management or asset allocation. Responsibilities include developing investment strategies, conducting macroeconomic research, and managing relationships with external fund managers. Proficiency in financial modeling tools is essential. Competitive compensation with a focus on integrity and confidentiality is offered.

Qualifications

• Master’s degree in Finance, Economics, Accounting, Statistics or related disciplines is preferred.
• At least 3 years of experience in investment management or asset allocation.
• Strong understanding of macroeconomic analysis, asset pricing, and portfolio management.

Responsibilities

• Develop and execute the family office’s investment strategy and asset allocation framework.
• Conduct macroeconomic and sector research, and identify potential investment opportunities.
• Manage relationships with external fund managers and custodian banks.

Skills

Investment management expertise

Macroeconomic analysis

Financial modeling

Cross-cultural communication

Education

Master’s degree in Finance, Economics, 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.