Portfolio Solutions Manager

CAPITAL ASIA INVESTMENTS PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A forward-looking investment firm in Singapore is seeking a highly motivated Portfolio Solutions Manager. This role involves executing trades, managing risk, and reporting on portfolio performance, while collaborating closely with various stakeholders. The ideal candidate should have a Bachelor's degree in Finance or Economics and at least 3 years of relevant experience. A strong understanding of equity markets and proficiency with trading platforms is essential. This position offers competitive compensation and growth opportunities.

Benefits

Competitive compensation and benefits package

Professional development opportunities

Dynamic, growth-oriented environment

Qualifications

• 3+ years of experience in investment management or trading operations.
• Solid understanding of equity markets and other asset classes.
• Proficiency in financial software and data analysis tools.

Responsibilities

• Execute trades across various asset classes focusing on equities.
• Monitor portfolio margin requirements and prepare risk reports.
• Stay updated on global market trends and conduct market analyses.

Skills

Trading platforms proficiency

Analytical abilities

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance or Economics

Computer Science

Tools

Bloomberg

FactSet

Trading View

Job description

Overview

We are seeking a highly motivated Portfolio Solutions Manager to join our team. In this role, you will be responsible for day-to-day trading activities, risk management, and portfolio administration. You will work closely with portfolio managers, sell-side traders, and operations staff to ensure smooth execution of trades, accurate portfolio updates, and timely market insights. This is a hands-on position well-suited for a detail-oriented professional looking to build on a longer-term career within the asset management or trading requirements.

What we offer

• Competitive compensation and benefits package
• An opportunity to work in a dynamic, growth-oriented environment
• Professional development opportunities to advance your career in portfolio and trading management

Key Responsibilities

Trade Execution and Management

• Execute trades across various asset classes, with a primary focus on equities, using multiple trading platforms and through designated sell-side traders
• Monitor and adjust orders throughout the trading day to ensure best execution and alignment with portfolio objectives
• Liaise with fund operations, compliance, and legal department on trading-related documentation needs, and ensure the correctness of trade booking and allocation for multiple accounts
• Flexibility in working across different market time zones whenever the need arise
• Coordinate closely with internal and external stakeholders to ensure timely and accurate settlement, daily trade reconciliation and daily trade position reporting

Risk and Margin Management

• Monitor portfolio margin requirements on daily basis and ensure adherence to firm and regulatory guidelines
• Prepare end-of-day portfolio risk reports
• Active risk monitoring of portfolios

Portfolio and Client Reporting

• Prepare and maintain client trading portfolios, ensuring data integrity and timely updates on daily, weekly, monthly basis &/or client demand basis
• Generate periodic and ad-hoc account statements, performance summaries, and other client-facing materials in a clear and organized manner
• Ensure client’s trading/portfolio data is updated correctly within the firm’s proprietary portfolio management system for internal or specific client’s review purpose

Market Analysis and Reporting

• Stay updated on global market trends, economic indicators, and macroeconomic developments
• Conduct internal market commentaries, weekly briefs, and tailored reports as needed
• Collaborate with research teams to incorporate relevant insights into trading strategies and portfolio decisions

Qualifications and Skills

• Bachelor’s degree in Finance, Economics, or a related field; computer science
• At least 3 years of experience in investment management, trading operations, or a related function. Experience in a brokerage desk would be beneficial
• Strong understanding of equity markets; exposure to other asset classes (fixed income, currencies, derivatives) is advantageous
• Proficiency in trading platforms, order management systems, and financial software (e.g., Bloomberg, FactSet, Trading View)
• Solid analytical and quantitative abilities; comfort with Excel and data analysis tools
• Keen attention to detail and ability to work under time-sensitive conditions
• Strong written and verbal communication skills, with the ability to distill complex information into actionable insights
• Coding skills for quantitative research would be considered an advantage