Portfolio Performance Specialist

4 days ago

Singapore beBeeAnalysis Full time $80,000 - $120,000
Portfolio Analyst

We are seeking a skilled Portfolio Analyst to join our team.

Job Description:

The successful candidate will play a pivotal role in supporting our investment team in portfolio construction, performance attribution, and financial model development. The ideal candidate will possess a strong foundation in finance and data analysis, with proficiency in VBA, Python, and Excel-based modeling tools to enhance our investment decision-making processes.

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 backtesting 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).
  • Prepare investment reports, dashboards, and presentation slides for internal and external stakeholders.

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:

As a Portfolio Analyst at our organization, you will enjoy the following 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:

We expect the following from you:

  • 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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