Senior Portfolio Manager – Single Family Office, Singapore

Agreus; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A multigenerational family is establishing a new Single Family Office in Singapore and seeks a Senior Portfolio Manager to lead investment strategy and operations. This role offers the chance to shape the firm's culture and operational framework as a founding team member.

Qualifications

• Minimum of 10 years of experience in investment management.
• Demonstrated experience in analyzing and managing both public and private investments.

Responsibilities

• Develop and implement a long-term asset allocation strategy.
• Provide comprehensive investment analyses and recommendations across various asset classes.
• Assist in establishing the SFO's infrastructure.

Skills

Financial Analysis

Communication

Interpersonal Skills

Entrepreneurial Mindset

Education

Bachelor's degree in Finance

CFA or equivalent designation

Tools

Wealth Management Technologies

Job description

Overview:

Our client is a multigenerational family establishing a new Single Family Office (SFO) in Singapore to manage and grow the family's wealth with a focus on long-term, diversified investments. They are seeking a highly entrepreneurial and collaborative Senior Portfolio Manager to lead the investment strategy and operations on the ground in Singapore.

This role is uniquely positioned as the first hire within the SFO, offering the opportunity to be a founding team member. The successful candidate will play a pivotal role in building the firm's infrastructure, setting the stage for future hires, and shaping the organization's culture and operational framework.

At the outset, this position is advisory in nature. The Senior Portfolio Manager will provide investment recommendations and analyses to the family principals, who will retain ultimate decision-making authority over investment actions. Over time, there may be opportunities to evolve this dynamic based on mutual trust and demonstrated performance.

The Senior Portfolio Manager will report to a London-based family principal, who is a co-founder of a successful private market investment firm.

Key Responsibilities:

Strategic Asset Allocation:

• Develop and implement a robust, long-term asset allocation strategy aligned with the family's financial goals and risk tolerance.
• Continuously monitor and adjust the asset mix in response to market conditions and evolving family needs.

Investment Management:

• Provide comprehensive investment analyses and recommendations across various asset classes, including public equities, fixed income, private equity, hedge funds, and real estate.
• Evaluate and recommend active managers for both public and private investments, ensuring alignment with our investment philosophy.

Legacy Business Analysis:

• Conduct in-depth analyses of our legacy publicly listed business holdings.
• Provide strategic recommendations on potential divestitures or initiatives to catalyze value-enhancing changes within these entities.

Technology and Reporting:

• Lead the selection and implementation of wealth management technologies to streamline operations.
• Aggregate and analyze financial reports from banking and investment providers to present consolidated performance reports.

Collaboration and Communication:

• Maintain regular communication with the Principal, including periodic travel to London for strategic meetings.
• Collaborate with 1–3 other family members, managing their individual portfolios and addressing their specific investment preferences and requirements.
• Foster relationships with external advisors, fund managers, and other stakeholders to support the family's investment objectives.
• Identify and pursue unique investment opportunities that align with the family's interests and values.
• Challenge traditional investment norms and bring innovative ideas to the table.

Operational and Administrative Support:

• Assist in establishing the SFO's infrastructure, including setting up systems, processes, and policies.
• Support compliance and structuring matters, ensuring adherence to regulatory requirements.
• Manage administrative tasks associated with starting and running a new company, demonstrating versatility and a hands-on approach.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field; CFA or equivalent designation preferred.
• Minimum of 10 years of experience in investment management, with a strong track record in asset allocation and manager selection.
• Demonstrated experience in analyzing and managing both public and private investments.
• Proficiency in financial analysis, modeling, and performance reporting.
• Familiarity with wealth management technologies and reporting systems.
• Exceptional communication and interpersonal skills, with the ability to work independently and collaboratively.
• Entrepreneurial mindset with a passion for innovation in investment strategies.
• Versatility to handle both strategic and operational tasks in a startup environment.

Personal Attributes:

• Highly curious and a self-starter, with the ability to work autonomously.
• Willingness to challenge conventional investment approaches and think outside the box.
• Strong alignment with the family's values and investment philosophy.
• Ability to build and maintain trust with the Principal and other stakeholders.
• Adaptability to take on diverse responsibilities beyond traditional portfolio management.

Please note that given the high level of interest in this role, we willnotbe able to reply to all correspondents and will only come back to the best qualified applicants for the role. Only applicants qualified to work in Singapore will be shortlisted.

If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV to Pierre Pineau [e-mail]

Upload your CV in either PDF, DOC or DOCX format. Maximum file size 10Mb.