Senior Portfolio Analyst

3 weeks ago


Singapore INCOMLEND CAPITAL PTE. LTD. Full time
Roles & Responsibilities

The Senior Portfolio Anslyst will be a key member of the portfolio management team that :

  1. Handles Asset Allocation based on pre-defined process of reviewing, allocating and executing the allocation for all funds and investors’ portfolio under management
  2. Manages Client Relationship to foster strong relationships with key clients, strategic partners, and stakeholders to ensure high levels of customer satisfaction and retention.
  3. Performs Portfolio Analysis for all portfolios including analysing clients’ & funds’ investment portfolios, investment strategies and limits as well as assessing the performance, risk exposure, and asset allocation effectiveness for.
  4. Assist legal and compliance departments in Onboarding of new investors onto segregated accounts or funds under management, and
  5. Handles operational aspect of the fund management such as execution of orders, proper records and report generation and safekeeping, etc.

What We Are Looking For in the Portfolio Analyst:

  • Bachelor’s degree in business, Finance, or a related field.
  • Experience in operations, onboarding, or a similar field.
  • Eager and keen to learn the process of portfolio management and grow with Company.
  • Detail oriented with focus on accuracy and efficiency.
  • Ability to work collaboratively in a team and across departments.

Tell employers what skills you have

Microsoft Excel
Asset Allocation
Assessing
Consolidation
Salesforce
Private Equity
Financial Statements
Portfolio Management
Fund Accounting
Financial Reporting

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