Investment Portfolio Manager
4 hours ago
We are seeking a highly skilled Investment Manager to join our team at St. James's Place (Singapore) Private Limited. As an Investment Manager, you will be responsible for delivering accurate and timely portfolio performance analysis reports. Your key duties will include monitoring performance indicators for investment portfolios, calculating investment returns, and managing client relationships.
Key Responsibilities
• Lead the formation of investment strategies for both potential and existing clients
• Proactively manage client relationships and update clients regularly on portfolio performance and relevant market and economic trends
• Assist in drafting various investment-based collaterals, including weekly market updates, monthly macro EDM, and monthly investment recommendation templates
• End-to-end management of all trading, including submission and checking of trades
• Management of money market holdings and drip feeding strategies for both in-house and third-party products
• Responsible for accurate and timely delivery of portfolio performance analysis reports
• Provide brief, meaningful macro updates to Partners during the MSMs
• Keep up to date with both in-house and third-party investment funds and portfolio models
• Complete critical yield calculations for evaluating the suitability of continuation or replacement of existing solutions
• Ultimately responsible for the retention of FUM/AUM
Requirements
• Experienced hire with preferably 5-10 years' work experience in financial services, banking, wealth management, or investments
• Degree holder, preferably specialising in Investment Finance
• Possesses excellent communication skills and is able to foster relationships with both clients and a wide range of internal stakeholders
• Confident and proficient in client-facing activities, including portfolio review meetings and investment recommendations
• Possesses strong analytical and problem-solving capabilities to derive valid conclusions on portfolio performances
• Have a strong grasp of portfolio performance analysis and valuation techniques, championing best practices and methodologies
• Responsible and accountable, able to work both independently and as part of a team
• Embracing change and enthusiastically adapting to changing situations and accepting new challenges and initiatives
• CFA or relevant qualifications (CMFAS M5, M9 M9A, M8, M8A, and HI) will be an added advantage
• Proficient in Microsoft Office Suite, Excel, PowerPoint, Word, FE Analytics, for analysis and client communication
Performance Metrics
• Client Retention: Measured on an annual basis, with a retention of at least 95% of clients expected
• Client Servicing: Ensuring that client servicing is completed as set out in the client matrix and recorded within Salesforce, for the purposes of PQS
• Quarterly Market Outlook Reports: Timely production and distribution of quarterly market outlook reports
• Other key performance indicators include excellent communication skills, strong analytical capabilities, and the ability to work effectively as part of a team
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