Senior Investment Advisor

2 weeks ago

Singapore ONEROCK INVESTMENTS PTE. LTD. Full time

**1.**Investment Strategy Support**:

- Assist the CIO in developing and implementing comprehensive investment strategies tailored to client and investment fund objectives and risk tolerances.
- Contribute to market research and analysis, focusing on identifying trends, opportunities, and threats across various asset classes.

**2.**Investment and Portfolio Management**:

- Manage a subset of client investment portfolios as well as VCCs, ensuring effective asset allocation and adherence to investment policies.
- Regularly review portfolio and VCC performance, prepare detailed reports, and recommend adjustments as needed to align with changing market conditions and client objectives.
- Oversee both client investment portfolios’ and funds' performance, making strategic decisions to optimize returns and manage risks.
- Maintain meticulous documentation for all investment decisions, client interactions, and VCC-related activities.

**3.**Client Engagement**:

- Build and maintain strong relationships with clients, understanding their investment goals and preferences while providing expert guidance and support.
- Conduct regular meetings and presentations to update clients on portfolio performance, market insights, and strategic recommendations.

**4.**Due Diligence and Investment Research**:

- Perform thorough due diligence on potential investment opportunities, including evaluating financial and operational metrics of prospects.
- Analyze macroeconomic and industry-specific data to identify viable investment options and assess risks.

**5.**Collaboration with the Investment Team**:

- Work closely with other members of the investment team to coordinate efforts and share insights on market movements and investment opportunities.
- Participate in team meetings to discuss strategies, portfolio performance, and client feedback.

**6.**Compliance and Governance**:

- Ensure all investment activities adhere to established compliance standards and fund governance requirements.
- Maintain meticulous documentation for all investment decisions and client interactions.

**7.**Market Monitoring**:

- Continuously monitor economic indicators, market trends, and investment performance to inform tactical and strategic decisions.
- Prepare regular market commentary and analysis for the investment team and clients.

**8.**Professional Development**:

- Stay updated on industry developments, investment strategies, and regulatory changes through ongoing education and professional growth.
- Contribute to the development of investment training materials for junior team members and support their learning and growth.

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