Investment Allocation Analyst

2 weeks ago

Singapore T. ROWE PRICE SINGAPORE PRIVATE LTD. Full time
Roles & Responsibilities

Position Purpose:

The Investment Allocation Analyst assists in the daily portfolio management of Multi-Asset portfolios. These responsibilities include but are not limited to daily cash flow management and rebalancing trade activity, reviewing strategic & tactical allocations to ensure adherence to investment objectives, and preparing custom analysis in support of portfolio design. This role will also partner with Portfolio Managers and other investment personnel in the production of internal and external written and analytical content for clients and prospects.


Principle Responsibilities:

Portfolio Management & Trading

  • Provide daily oversight of multi-asset portfolio positioning
  • Leverage Asset Allocation Committee decisions to determine portfolio specific tactical allocations, taking into consideration individual portfolio structure and objectives
  • Direct cash flows strategically among underlying holdings with an understanding of market liquidity and structure
  • Initiate discretionary rebalancing trades to position portfolios in line with desired tactical allocations, while minimizing the impact to underlying investment teams
  • Coordinate trading activity with the Investment and Trading Solutions group and underlying investment teams
  • Partner with other investment teams, portfolio managers, Multi-Asset Solutions team, and Investment Liaisons to develop implementation plans for new portfolios and investment sleeves within existing portfolios
  • Evaluate the role of derivatives and other complex securities within asset allocation portfolios and partner with the securities trading desks to implement efficiently

Investment Research & Analysis

  • Prepare custom analysis in support of portfolio design for new portfolios and enhancements to existing portfolios
  • Partner with the Multi-Asset Solutions Group and portfolio managers in the design efforts related to the growing custom solutions business
  • Collaborate with equity & fixed income investment teams in ongoing implementation of customized strategies
  • Provide validation of portfolio return attribution results and consistency of investment process across portfolios
  • Service ad hoc investment related requests from portfolio management and distribution channels

Ongoing Portfolio Support

  • Serve as an investment subject matter expert in product management and operational initiatives
  • Review/edit asset allocation investment content (shareholder letters, portfolio commentaries, RFP responses, Asset Allocation Committee materials, client kits)
  • Collaborate with Global Technology teams to implement strategic technical solutions surrounding the asset allocation portfolio management process
  • Provide oversight on internal statistics reporting related to asset allocation cash flows, client activity, assets under management, and other metrics

Qualifications:

Preferred

  • Master’s degree in Finance, Economics, Mathematics, or related field
  • Completion of or progress towards CFA or comparable designation or a commitment to obtain the CFA charter in the future
  • Substantial experience in the investment management industry
  • Ability to clearly articulate complex financial concepts
  • Experience in a T. Rowe Price operational and/or transactional related role
  • Ability to use analytical tools to gather information for client communications and to think independently and proactively about how to best convey information
  • Strong project management skills and an ability to manage multiple tasks & projects simultaneously
  • High degree of intellectual curiosity
  • Ability to establish rapport and credibility quickly
  • Possesses a positive, problem-solving oriented attitude to both external and internal interactions


Required

  • BA/BS degree in Finance or related major, with strong credentials and minimum 3 years relevant work experience
  • Strong analytical and problem-solving skills
  • Excellent communications and inter-personal skills with the ability to excel in a dynamic and interactive team environment.
  • Ability to work independently as well as a part of a team

Tell employers what skills you have

Management Skills
Charter
Asset Allocation
Derivatives
Ability To Work Independently
Valuation
Interpersonal Skills
Cash Flow Management
Mathematics
Securities
Economics
Investment Management
Portfolio Management
Statistics
Articulate
Fixed Income

  • Investment Allocation Analyst

    1 week ago

    Singapore T. Rowe Price Singapore Private Ltd. Full time

    Position Purpose:The Investment Allocation Analyst assists in the daily portfolio management of Multi-Asset portfolios. These responsibilities include but are not limited to daily cash flow management and rebalancing trade activity, reviewing strategic & tactical allocations to ensure adherence to investment objectives, and preparing custom analysis in...

  • Junior Investment Analyst

    3 weeks ago

    Singapore LAYOR FAMILY OFFICE PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for a junior Investment Research Analyst to join the family office based in Singapore. As an Investment Research Analyst, you will assist the senior investment professionals in by performing market research, financial analysis, and due diligence on target investments. You will work closely with the team to provide...

  • Junior Investment Analyst

    3 weeks ago

    Singapore Layor Family Office Pte. Ltd. Full time

    We are looking for a junior Investment Research Analyst to join the family office based in Singapore. As an Investment Research Analyst, you will assist the senior investment professionals in by performing market research, financial analysis, and due diligence on target investments. You will work closely with the team to provide investments recommendations...

  • Family Office Investment Research Analyst

    3 weeks ago

    Singapore SMTP CONSULT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Overview: Our client is seeking a skilled Investment Research Analyst to join their family office based in Singapore. As an Investment Research Analyst, you will play a crucial role in assisting with investment decision-making by conducting thorough market research, financial analysis, and due diligence. You will work closely with...

  • Investment Analyst

    4 weeks ago

    Singapore Nortrans Pte Ltd Full time

    Job Summary:As an Investment Analyst, you will play a crucial role in supporting the investment decision-making process. You will be responsible for conducting in-depth financial analysis, researching market trends, and providing recommendations to optimise the investment portfolio. The ideal candidate will possess strong analytical skills, a deep...

  • Family Office Investment Research Analyst

    4 weeks ago

    Singapore Smtp Consult Pte. Ltd. Full time

    Job Overview: Our client is seeking a skilled Investment Research Analyst to join their family office based in Singapore. As an Investment Research Analyst, you will play a crucial role in assisting with investment decision-making by conducting thorough market research, financial analysis, and due diligence. You will work closely with the team to provide...

  • Investment (Portfolio Construction and Asset Allocation) Internship / Wealth Management

    4 weeks ago

    Singapore Harvest300 Pte Ltd Full time

    During this program, you will be introduced to the world of asset management using investment instruments by fund managers and strategists, on top of the default program modules.Such investment introductions may include– The use of structured products including derivatives to create a specific payoff profile– Market outlook affecting investment portfolio...

  • Investment (Portfolio Construction and Asset Allocation) Internship / Wealth Management

    4 weeks ago

    Singapore Harvest300 Pte Ltd Full time

    During this program, you will be introduced to the world of asset management using investment instruments by fund managers and strategists, on top of the default program modules. Such investment introductions may include – The use of structured products including derivatives to create a specific payoff profile – Market outlook affecting investment...

  • Investment Analyst

    4 weeks ago

    Singapore Selby Jennings Full time

    Presently, I am working with one of a leading Venture Capital Firm who is seeking an Investment Analyst to join their growing South East Asian team, position can be based in either Indonesia or Vietnam. This is a new role and part of their expansion in the APAC.Responsibilities include:Support the investment team by conducting tasks such as market research,...

  • Investment Analyst

    3 weeks ago

    Singapore Kheng Leong Company (private) Limited Full time

    We are an established family office based in Singapore.We are looking for a skilled Investment Analyst with 3 to 5 years of experience in investment research and analysis to be part of the Investment team.You will support the investment decision-making process by conducting market research, financial analysis & modelling and due...

  • Investment Analyst

    2 days ago

    Singapore KHENG LEONG COMPANY (PRIVATE) LIMITED Full time

    Roles & ResponsibilitiesWe are an established family office based in Singapore.We are looking for a skilled Investment Analyst with 3 to 5 years of experience in investment research and analysis to be part of the Investment team.You will support the investment decision-making process by conducting market research, financial analysis & modelling and due...

  • Investment Analyst

    3 weeks ago

    Singapore Verdant Asset Management Pte. Ltd. Full time

    Job Description:1.Investment Analysis and Research:. Conduct thorough analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.. Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.. Prepare detailed...

  • Investment Analyst

    4 days ago

    Singapore JAC Recruitment Singapore Full time

    COMPANY OVERVIEWOur client is a Private Equity Firm based in Singapore, looking for an investment analyst for the investment execution and the investor relation. Job ResponsibilitiesConduct market research and due diligence of potential investmentsPrepare investment memos and other necessary documents including financial modelling and review transaction...

  • Investment Analyst

    4 weeks ago

    Singapore VERDANT ASSET MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description:1. Investment Analysis and Research:· Conduct thorough analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.· Research and evaluate potential investments based on their risk-return profile, market trends, and financial...

  • Investment Analyst

    3 days ago

    Singapore A PLUS MANPOWER SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesWorking Hours: 5 days work weekLocation: CBD (nearest MRT: Maxwell)Salary: $4000-$7000Job Description:1.Conduct thorough research and analysis of global macroeconomic trends and indicators.2.Evaluate the performance and outlook of various financial markets, including equities, fixed income, currencies, and commodities.3.Analyze the...

  • Investment Analyst

    4 days ago

    Singapore JAC Recruitment Singapore Full time

    COMPANY OVERVIEWOur client is a Private Equity Firm based in Singapore, looking for an investment analyst for the investment execution and the investor relation. Job ResponsibilitiesConduct market research and due diligence of potential investmentsPrepare investment memos and other necessary documents including financial modelling and review transaction...

  • Credit Investment Analyst

    4 weeks ago

    Singapore Paht Capital Management Pte. Ltd. Full time

    We are looking for an experienced Credit Analyst to join the investment team. This individual should be a self-motivated individual, consistently curious about global markets and ascribes a bottom-up fundamental approach to investing. Job ResponsibilitiesAble to generate credit trade ideas independently based on macro-economic and lending environment,...

  • Fixed Income Portfolio Analyst

    1 week ago

    Singapore Avanda Investment Management Pte. Ltd. Full time

    The Fixed Income Portfolio Analyst plays a pivotal role in managing investment portfolios, assessing risk, and optimizing returns for our clients. This position requires a keen interest in financial markets, strong analytical skills, and the ability to communicate investment strategies effectively. The candidate could choose to remain as a career Portfolio...

  • Junior Investment Analyst

    4 days ago

    Singapore Non-disclosed Full time

    Company Overview:Our Single-Family Office specializes in direct investments across public equities, primarily in the US market. We focus on generating substantial returns through strategic investments in US and HK stocks, bonds, and foreign currencies. Our team is dedicated to conducting thorough market and economic research to inform our investment...

  • Credit Investment Analyst

    4 weeks ago

    Singapore PAHT CAPITAL MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for an experienced Credit Analyst to join the investment team. This individual should be a self-motivated individual, consistently curious about global markets and ascribes a bottom-up fundamental approach to investing. Job Responsibilities Able to generate credit trade ideas independently based on macro-economic and...