Investment Portfolio Associate

2 days ago


Singapore beBeeInvestment Full time
Job Title

Portfolio Manager Associate

Job Description

As a Portfolio Manager Associate, you will support the day-to-day management of client portfolios and provide general administrative support to Portfolio Managers. You will work closely with the Portfolio Managers and deal with large amounts of presentation materials. Your key performance indicators include efficiency and accuracy in completing tasks assigned and handling ad-hoc requests from the PM team.

Required Skills and Qualifications

University degree and sound academic background in Finance; ideally with 2-3 years of relevant working experience. Recent graduates with at least 1 year of relevant working experience are also welcome to apply. CFA qualification is an advantage. Completed the regulatory examinations such as CACS Paper 1 and 2, CMFAS Module 3 and Module 6. Good understanding of financial markets, financial products and industry landscape. Proficiency in Microsoft Word, Excel and Powerpoint. Macro and coding experience is a plus.

Benefits

Supporting a team of Portfolio Managers in managing Discretionary Portfolio Management mandates, ensuring client portfolios adhere to product-specific guidelines and bank policies, and performing various administrative tasks. Working independently with minimal supervision to complete assigned tasks.

Others

Regulatory Responsibilities &/OR Risk Management: Support the PMs with their day-to-day management of the DPM mandates offered by the Bank, which includes investment proposal generation, Client meeting materials preparation, investment monitoring to ensure Client portfolios' adherence to the product-specific guidelines and the Bank's in-house investment policies as First Line of Defence (



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