Portfolio Manager

6 days ago


Singapore AGLAIA FAMILY OFFICE PTE. LTD. Full time

AGLAIA FAMILY OFFICE PTE. LTD. is a leading Singapore-based multi-family office managing the wealth of ultra-high-net-worth families. We seek an experienced Portfolio Manager to join our team and contribute to growing from a small to a medium-sized enterprise.

About Us

We provide customized solutions across investments, risk management, family governance, wealth transfer planning, strategic support for family businesses, and philanthropy. Our team is dedicated to delivering exceptional results in a dynamic and fast-growing industry.

Job Description

The successful candidate will be responsible for maintaining client positions, producing investment reports, analyzing asset allocation, and supporting trade settlements. Key responsibilities include:

  • Maintaining client positions by booking trades, ensuring accurate prices, and performing daily reconciliations with bank statements.
  • Producing timely and accurate client investment reports on holdings across public and private markets.
  • Analyzing investment positions using PowerBI and Artificial Intelligence tools to improve data integrity and client reporting.
  • Supporting trade settlements by resolving issues with banks and organizing subscription documents.
Requirements

To excel in this role, you should possess:

  • A Bachelor's Degree in a quantitative field (preferable).
  • At least 1 year of experience in wealth management, private banking, or family office environments.
  • Strong proficiency in Microsoft Office Excel and PowerBI.
  • Familiarity with generating useful AI prompts.
  • Strong analytical and detail-oriented skills, with a high degree of accuracy required.
  • Excellent organizational skills and commitment to operational excellence.
What We Offer

As a valued member of our team, you can expect:

  • The opportunity to work within a growing organization, shaping its future and influencing business decisions.
  • A collaborative and dynamic work environment, offering opportunities for professional growth and development.
  • Exposure to the investment world across various asset classes.

$80,000 - $120,000 per annum, depending on experience.


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