DPM Portfolio Manager, Equities

4 weeks ago


Singapore Bank of Singapore Full time
Job Summary

Bank of Singapore is seeking a highly skilled Equities Portfolio Manager to join our DPM Investment Management team. As a key member of our team, you will be responsible for managing discretionary portfolio management (DPM) client portfolios in adherence with our CIO strategic view and DPM policies and procedures.

Key Responsibilities

• Manage unit trusts and fund structures within single-asset class and multi-asset class portfolios.

• Work closely with DPM portfolio managers and research colleagues to develop well-diversified portfolios for wealth management clients of varying profiles, including ultra-high net worth individuals, high net worth individuals, family offices, and semi-institutional clients.

• Evaluate the risks and opportunities of investment portfolios, including monitoring holdings based on fundamentals, relative value comparison, sector, and regional views.

• Track and monitor daily portfolio positions relative to clients' mandate and investment guidelines.

• Understand clients' needs and craft solutions according to clients' risk appetite and preferences, through different asset classes, including fixed income, equities, and alternatives.

• Regularly meet with investment analysts and investee companies, including financial briefings and constructively assessing research views.

• Write portfolio commentaries and provide market updates for internal and external clients.

• Provide equity analytics, model portfolios, and presentations for prospective clients.

• Assist fellow Portfolio Managers with client reviews, reporting, and other duties as necessary to meet client and team requirements.

• Vigilance with regard to risk issues, regulatory expectations, and policy requirements.

• Familiarity with ESG strategies and ESG integration.

Requirements

• Proficiency with Excel spreadsheet analysis and utilization.

• Familiarity with financial risk models (market, credit, liquidity risk assessment, and forecasting).

• Strong report writing and communication skills.

• Advanced skills in quantitative methods of data analysis preferred.

• ESG certification preferred.

• Familiarity with portfolio management tools, especially Blackrock Aladdin tools, a plus.

Education Requirements

• University degree at Bachelor's or Master's level.

• CFA designation and CACS certified preferred.

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