Portfolio Optimization Specialist

2 weeks ago

Singapore beBeeExecutive Full time $60,000 - $95,000
Role Overview

This exciting role offers the opportunity to join a fast-growing organization as an Executive responsible for managing client portfolios and optimizing the client experience.

The ideal candidate will have strong technical knowledge and experience in their assigned area of expertise, with a thorough understanding of underlying principles and concepts within that field.

Key Responsibilities
  • Maintain accurate records of client information, manage contracts and agreements, and prepare reports and presentations.
  • Coordinate schedules for relationship managers and clients to ensure efficient time management and smooth communication.
  • Process transactions, manage expense reports, and handle routine requests to free up relationship manager's time for strategic activities.
  • Research market trends, competitor offerings, and industry news to support relationship managers in providing informed advice and tailored solutions.
  • Analyse client data, prepare reports on portfolio performance, and provide insights to inform portfolio adjustments and client recommendations.
  • Manage inbound and outbound communication through phone, email, and other channels, relaying important information and responding to client inquiries.
  • Support relationship managers with planning, tracking, and execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios, and proactively communicating updates and opportunities.
  • Provide guidance to new customers through account opening procedures, explain account terms and conditions, and set up online access and other services.
  • Resolve customer concerns and inquiries related to account balances, statements, transactions, and fees.
Requirements
  • Perform prescribed activities in a timely manner and to a high standard, driving continuous improvement.
  • Requires in-depth technical knowledge and experience in their assigned area of expertise.
  • Thorough understanding of underlying principles and concepts within the area of expertise.
  • Lead and supervise teams, guiding professional development, allocating work requirements, and coordinating team resources.
  • Demonstrate leadership behaviours to create an environment for colleagues to thrive and deliver to an excellent standard.

All colleagues are expected to demonstrate Barclays' Values and Mindset, including Respect, Integrity, Service, Excellence, Stewardship, Empower, Challenge, and Drive.

  • Portfolio Optimization Specialist

    5 days ago

    Singapore beBeeInvestment Full time $120,000 - $250,000

    Job Title:Quantitative Investment StrategistJob Description:We are seeking a highly skilled Quantitative Investment Strategist to join our team. As a key member of the Total Portfolio Solutions group, you will be responsible for generating investment insights to drive better investment decisions and accelerate time to insights for the business.Conduct...

  • Energy Portfolio Optimization Specialist

    1 day ago

    Singapore beBeeHedging Full time $90,000 - $140,000

    Job DescriptionWe are seeking a skilled professional to join our team as a Senior Executive. This role will involve supporting the optimization of our integrated energy portfolio, covering retail, solar, gas, and power assets.The successful candidate will play a pivotal role in contract structuring, commercial analysis, pricing strategy, and cross-functional...

  • Portfolio Optimization Specialist

    6 days ago

    Singapore beBeeNegotiator Full time

    Data Center Portfolio Manager Job Description:","Develop and implement strategic plans to meet Google's data center needs.","Work with cross-functional teams to identify and pursue site selection projects.","Lead data center site evaluations, select sites that meet company objectives, and provide regular status reports.","Manage the acquisition of...

  • Senior Portfolio Optimizer

    7 days ago

    Singapore beBeeAssetManager Full time

    About The JobDrive Asset Performance and Value Creation Across Asia's Urban Landscapes.The ideal candidate will be responsible for leading a portfolio of income-generating properties, focusing on yield optimization, occupancy, and capital growth. This includes monitoring performance KPIs such as NOI, occupancy rates, and ROA.Key Responsibilities:Lead...

  • Director, Portfolio Optimization

    5 days ago

    Singapore Visa Full time

    **Company Description** Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and...

  • Portfolio Management Specialist

    4 days ago

    Singapore beBeeInvestment Full time $90,000 - $120,000

    Job Opportunity: Portfolio Management Specialist">">The role of a Portfolio Management Specialist is to oversee and manage investment portfolios with the goal of achieving optimal returns while minimizing risk.">This involves developing and implementing strategic investment plans, conducting market research, and analyzing data to make informed...

  • Chief Portfolio Optimizer

    4 days ago

    Singapore beBeeQuantitativeStrategist Full time $125,000 - $175,000

    Quantitative Strategist Job Description">As a Quantitative Strategist, you will play a key role in optimizing the performance of our portfolio by managing top-down cross-asset investment strategies and rebalancing the portfolio. This includes overseeing alternative investment strategies and quantitative solutions to maximize the impact of the total...

  • Liquidity Portfolio Management Specialist

    5 days ago

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

    About the RoleThis is an exciting opportunity to join our organization as a Liquidity Portfolio Management Specialist. The successful candidate will be responsible for driving liquidity products and strategy across Asia Pacific.The role involves working closely with the Director, Liquidity Portfolio Management to ensure optimal product mix of time deposits,...

  • Investment Portfolio Specialist

    5 days ago

    Singapore beBeeCareer Full time

    Investment Portfolio Specialist The Investment Portfolio Specialist plays a pivotal role in supporting the investment team to monitor clients' portfolios and provide valuable insights to senior managers. This position offers an opportunity for on-the-job learning, with comprehensive training programs tailored to individual needs. Key Responsibilities: ...

  • Financial Manager

    5 days ago

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

    Financial Growth Expertise for Portfolio OptimizationThe ideal candidate will be a seasoned financial professional with extensive experience in managing financial reporting, portfolio monitoring, and compliance.Key Responsibilities:Experienced Financial AnalystStrategic fund operations including capital planning, net asset value (NAV), budgeting, and...