Senior Investment Manager

ONEROCK INVESTMENTS PTE. LTD.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading investment firm in Singapore is seeking a Senior Investment Advisor to join their expert team. This role involves supporting the CIO in crafting investment strategies, managing client portfolios, and ensuring compliance with governance standards. Candidates should demonstrate deep market knowledge and strong analytical skills, with a focus on client satisfaction. If you have a passion for financial growth and wealth management, this opportunity is for you.

Qualifications

• Deep market knowledge to support investment strategies.
• Exceptional analytical skills to assess and manage risks.
• Client-focused approach to enhance wealth management services.

Responsibilities

• Assist the CIO in developing investment strategies.
• Manage client investment portfolios and VCCs.
• Build and maintain strong client relationships.
• Conduct due diligence on investment opportunities.
• Ensure compliance with governance standards.

Skills

Market Research

Investment Advisory

Asset Management

Investment Strategies

Asset Allocation

Due Diligence

Analytical Skills

Wealth Management Services

Risk Management

Portfolio Management

Job description

Roles & Responsibilities

The Senior Investment Advisor plays a pivotal role within the investment team of our Multi Family Office, directly supporting the Chief Investment Officer (CIO) in formulating and executing investment strategies to optimize client portfolios and achieve their financial goals. The ideal candidate will possess deep market knowledge, exceptional analytical skills, and a strong client-focused approach to enhance our wealth management services. In addition, the Senior Investment Advisor will be responsible for managing Variable Capital Companies (VCCs) and ensuring adherence to governance and compliance requirements.

1. Investment Strategy Support :

• Assist the CIO in developing and implementing comprehensive investment strategies tailored to client and investment fund objectives and risk tolerances.
• Contribute to market research and analysis, focusing on identifying trends, opportunities, and threats across various asset classes.

2. Investment and Portfolio Management :

• Manage a subset of client investment portfolios as well as VCCs, ensuring effective asset allocation and adherence to investment policies.
• Regularly review portfolio and VCC performance, prepare detailed reports, and recommend adjustments as needed to align with changing market conditions and client objectives.
• Oversee both client investment portfolios’ and funds' performance, making strategic decisions to optimize returns and manage risks.
• Maintain meticulous documentation for all investment decisions, client interactions, and VCC-related activities.

3. Client Engagement :

• Build and maintain strong relationships with clients, understanding their investment goals and preferences while providing expert guidance and support.
• Conduct regular meetings and presentations to update clients on portfolio performance, market insights, and strategic recommendations.

4. Due Diligence and Investment Research :

• Perform thorough due diligence on potential investment opportunities, including evaluating financial and operational metrics of prospects.
• Analyze macroeconomic and industry-specific data to identify viable investment options and assess risks.

5. Collaboration with the Investment Team :

• Work closely with other members of the investment team to coordinate efforts and share insights on market movements and investment opportunities.
• Participate in team meetings to discuss strategies, portfolio performance, and client feedback.

6. Compliance and Governance :

• Ensure all investment activities adhere to established compliance standards and fund governance requirements.
• Maintain meticulous documentation for all investment decisions and client interactions.

7. Market Monitoring :

• Continuously monitor economic indicators, market trends, and investment performance to inform tactical and strategic decisions.
• Prepare regular market commentary and analysis for the investment team and clients.

8. Professional Development :

• Stay updated on industry developments, investment strategies, and regulatory changes through ongoing education and professional growth.
• Contribute to the development of investment training materials for junior team members and support their learning and growth.

Tell employers what skills you have

• Market Research
• Investment Advisory
• Asset Management
• Investment Strategies
• Asset Allocation
• Due Diligence
• Analytical SkillsInvestment Analysis
• Wealth Management Services
• Private Equity
• Risk Management
• Economics
• Strategy
• Capital Markets
• Compliance
• Portfolio Management
• Financial Modelling
• Investment Performance
• Capital
• Corporate Finance