Portfolio Optimization Specialist

2 weeks ago

Singapore beBeePortfolio Full time $80,000 - $120,000

Job Title: Portfolio Optimization Specialist

We are seeking a highly skilled and motivated individual to join our team as a Portfolio Optimization Specialist. As a key member of our investment team, you will play a critical role in supporting the development of our portfolio construction strategies.

  • Your primary responsibility will be to analyze portfolio performance, including risk metrics and return attribution analysis.
  • You will also conduct peer allocation and performance review, leveraging fund factsheets and Morningstar.
  • An additional task will be to build and maintain quantitative financial models to support portfolio optimization, scenario testing, and back testing strategies.
Key Responsibilities:
  • Monitor and analyze portfolio performance, including risk metrics (e.g., VaR, volatility) and return attribution analysis.
  • Conduct peer allocation and performance review, leveraging on fund factsheets and Morningstar.
  • Build and maintain quantitative financial models to support portfolio optimization, scenario testing, and back testing strategies via Python or Excel.
  • Conduct quantitative research on asset allocation strategies, factor exposures, and market trends to identify opportunities and enhance portfolio return.
  • Participate in the investment committee process by providing data-driven insights and model outputs.
  • Develop and automate tools using Python, VBA, and Excel to improve investment reporting, data aggregation, and workflow efficiency.
  • Assist in data collection, cleansing, and integration from multiple sources (Bloomberg, custodian banks, fund administrators, internal systems).

Required Skills & Qualifications

The ideal candidate will possess a Bachelor's degree in Finance, Economics, Engineering, Computer Science, or a related quantitative discipline. Additionally, they should have 1-3 years of experience in a portfolio analytics, investment, or quantitative role in a fund management or financial institution.

  • Strong programming skills in Python and VBA, with practical experience in automating financial models and reports.
  • Advanced knowledge of Microsoft Excel, including macros/VBA, and data visualization techniques.
  • Familiarity with portfolio theory, performance attribution methodologies (e.g., Brinson attribution), and risk analytics.
  • System knowledge such as Bloomberg or Morningstar is a plus.
Benefits
  • Constant learning and growth opportunities in a start-up environment.
  • Intensive on-the-job training to set you up for success and open new areas of growth.
  • A highly committed team who treat this career as entrepreneurs, working hard and playing harder.
Others
  • Ability to communicate technical concepts clearly to non-technical stakeholders.
  • Progress toward CFA (Chartered Financial Analyst), FRM (Financial Risk Manager), or other relevant certifications is an advantage.

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