Portfolio Operations Manager (Investment/Open to Big 4/$5.7K) (ID: 683602)

PERSOL; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A recruitment firm in Singapore is seeking a professional to support portfolio management, maintain accurate investment data, and collaborate on strategic initiatives. The ideal candidate should have a degree in a related field and at least 5 years of relevant experience. This role demands strong problem-solving skills, attention to detail, and excellent communication abilities.

Qualifications

• At least 5 years of relevant experience.
• Proactive problem-solver with independence.
• Good understanding of accounting and valuation fundamentals.

Responsibilities

• Support investment officers in portfolio management matters.
• Ensure smooth running of post-investment operations.
• Maintain up-to-date and accurate investment portfolio data.

Skills

Problem-solving

Communication skills

Attention to detail

Organizational skills

Teamwork

Education

Degree in Accountancy, Data Analytics or Finance

Job description

Responsibilities

• Support investment officers in portfolio management matters in a timely manner, including review of portfolio companies’ corporate actions and providing recommendations.
• Ensure smooth running of post-investment operations, including accurate and timely portfolio reporting and valuation within the organisation.
• Maintain up-to-date and accurate investment portfolio data, including portfolio and deal documentation.
• Analyse portfolio companies’ data and develop dashboards to generate insights that inform decisions and drive outcomes
• Work collaboratively with internal teams on digitalization and strategic initiatives including vendor management, implementation, and post-implementation activities.
• Continually strive for operational excellence; seek ways to streamline processes and create operational efficiencies.

Requirements

• Degree in a related discipline (Accountancy, Data Analytics or Finance), or candidates with relevant working experience (including in investment operations or legal corporate work) may apply.
• Good understanding of accounting and valuation fundamentals. Knowledge of business or corporate law would be an added advantage.
• At least 5 years of relevant experience.
• Proactive problem-solver with the ability to work independently and identify effective solutions.
• Detail-oriented, organised, meticulous and number savvy.
• Excellent written and verbal communication skills with the ability to engage and interact at different levels.
• High sense of accountability, strong will to succeed, demonstrated curiosity and desire to learn.
• A proactive team player with the ability to collaborate effectively in a dynamic environment.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

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