PR/097739 | Portfolio Associate / Senior Associate

About the Opportunity

Our client is a globally recognised investment management firm with a strong presence across public and private markets. The organisation manages diversified investment strategies across fixed income, equities, multi-asset, and alternative investments, serving institutional and sophisticated investors worldwide.

Due to continued growth, they are looking to hire a Portfolio Associate / Senior Portfolio Associate to support portfolio management and investment operations teams in Singapore. This role offers extensive exposure to portfolio managers, traders, risk professionals, and investment specialists within a highly collaborative environment. 

Key Responsibilities

• Support portfolio management activities across Equities, Emerging Markets, Multi-Asset and Alternative Investment strategies.

• Monitor portfolio exposures, risks, and performance using portfolio analytics and risk management tools.

• Work closely with portfolio managers and traders to ensure efficient portfolio implementation and rebalancing.

• Monitor portfolios against client mandates, investment guidelines, and internal risk limits.

• Assist with trade lifecycle management, including issue identification, escalation, and resolution.

• Coordinate portfolio funding activities, account transitions, and cash flow management.

• Conduct portfolio performance, attribution, and risk analysis.

• Maintain portfolio data accuracy and support risk classification and reporting processes.

• Drive process improvements through data analytics, automation, and AI-enabled tools.

• Partner with Investment, Compliance, Operations, and Risk teams on portfolio and operational initiatives.

• Provide ad hoc support for investment, trading, and portfolio management projects. 

Requirements

• Bachelor's Degree in Finance, Economics, Mathematics, Engineering, Computer Science, or another quantitative discipline.

• Approximately 3+ years of relevant experience within asset management, investment management, private banking, hedge funds, or financial services.

• Strong understanding of investment products, including equities, fixed income, foreign exchange, and derivative instruments.

• Experience supporting portfolio management, trading, fund operations, investment risk, or investment reporting functions.

• Strong analytical and problem-solving skills with the ability to perform in a fast-paced environment.

• Advanced Microsoft Excel skills.

• Programming or data analytics experience in Python, SQL, VBA, Power BI, or similar tools would be advantageous.

• Familiarity with automation, workflow enhancement, data visualisation, or AI-enabled productivity tools is highly desirable.

• Good understanding of portfolio construction, portfolio risk concepts, and investment markets.

• Excellent communication and stakeholder management skills.

• Ability to support regional market coverage, including occasional early morning schedules when required. 

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