Funds and Mandate Specialist

3 days ago

Singapore Search Ally Pte Ltd Full time

Fund Platform Support
- Actively participate in the funds research, due diligence, process and output that can be implemented and leveraged across the region
- Actively support the shaAping of the Specialist List of funds with primary and secondary fund research
- Prepare internal and external client-ready publications, updates and marketing materials
- Assist to manage relationships with major counterparties and key market players
- Be familiar with Focus List of funds and be prepared to promote the distribution of fund products and portfolios to clients
- Work within the Funds team to ensure coverage at all times, directly support / backup Funds group during absences
- Be available for RMs/ICs consultations regarding client queries, recommended lists and sales ideas

Discretionary Portfolio Management Support
- Support the management of Discretionary Funds Mandate including acting as backup for DPM portfolio manager when necessary.

Sales Support
- Work closely with RMs/ICs to assist in client investment proposals to drive product sales
- Foster, whenever possible, the development of the knowledge base within the relationship management team, through dedicated and on-the-job training
- Publish regular investment material for use with clients, including flash output as appropriate
- Respond to ICs / RMs queries on a timely basis

Compliance and Processes
- Ensure full compliance with Bank internal Policies and Procedures, further with all local and cross-border regulatory requirements
- Manage funds & mandate related product programs, policies and vendor due diligence
- Manage product setup and the regular reviews processes
- Be actively involved in ad hoc projects for process/system enhancements

**REQUIREMENTS**:

- Approximately 7-12 years of relevant experience
- Technical capabilities in Funds products, including Alternative Funds
- Proven people manager with a commitment to team work
- Relevant education, investment experience and proven investment track record in a private client framework
- Relevant experience of working in Asia Pacific
- Excellent communicator, role required to liaise with Chinese stakeholders and document

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R155129

  • Funds & Mandate Specialist

    3 days ago

    Singapore SEARCH ALLY PTE. LTD. Full time

    **Salary**: $11K - $15K Industry: Banking **Roles & Responsibilities** - Support the development and maintenance of the Fund Platform - Responsible for discretionary investment portfolios - Contribute to the promotion and distribution of discretionary portfolios and fund products. - Manage related processes and process enhancement projects Fund Platform...

  • Funds & Mandate Specialist

    2 weeks ago

    Singapore SEARCH ALLY PTE. LTD. Full time

    **Salary**: $8K - $11K Industry: Banking **Roles & Responsibilities** Assume primary responsibility to support the development and maintenance of the Fund Platform for the Private Bank. Contribute to the promotion and distribution of discretionary portfolios and fund products. Support related processes and be heavily involved in process enhancement...

  • Funds Specialist

    6 hours ago

    Singapore Huddleston Jones Full time

    **Job details**: **Key responsibilities** - Provide advisory services across all mutual funds and ETFs to Relationship Managers, Investment Counsellors and End Clients - Demonstrate thorough understanding of investment funds and ETFs. Manage the life cycle and product development process of investment funds and ETFs from evaluation, approval to...

  • Discretionary Portfolio Management

    5 days ago

    Singapore Bank of Singapore Full time

    Discretionary Portfolio Management (DPM) Mandate Specialist (VP/ ED) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides...

  • Discretionary Portfolio Management

    7 days ago

    Singapore Bank of Singapore Full time

    Discretionary Portfolio Management (DPM) Mandate Specialist (AVP/ VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels....

  • Discretionary Portfolio Management

    3 days ago

    Singapore Bank of Singapore Full time

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

  • Fund Accountant

    1 week ago

    Singapore GMP Group Full time

    **Responsibilities**: - Responsible for supporting and ensure smooth day-to-day fund and client portfolio accounting - Prepare and review fund accounting operations, such as performance reporting, NAV review, funds and investors subscriptions/redemptions, and annual regulatory reporting - Assist in annual audit and tax filings - Managing the treasury/cash...

  • Product Specialist, Private Markets

    2 days ago

    Singapore Bank of Singapore Full time

    Product Specialist, Private Markets & Hedge Funds (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides...

  • Product Specialist, Private Markets

    2 days ago

    Singapore Bank of Singapore Full time

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

  • Mandate Reporting Spoke Manager

    4 days ago

    Singapore BNP Paribas Full time

    In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 18,000 employees* and a presence in 13 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a...