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Family Office Support Specialist

2 weeks ago

Singapore XINSHA HOLDING PTE. LTD. Full time

The Family Office Support Specialist plays a crucial role in providing comprehensive administrative and operational support to the family office. They are responsible for managing day-to-day tasks, coordinating activities, and ensuring the smooth operation of the family office including:

- Portfolio Documentation: _Maintain accurate and timely records of the investment portfolio, including positions, transaction history, cost basis, and other relevant details.
- Financial Analysis: _Perform financial analyses, to assess the performance of existing investments and potential prospects.
- Support Investment Strategies: _Collaborate with senior team members to implement investment strategies and asset allocation models.
- Monitor Market Trends: _Stay abreast of market trends, economic developments, and industry news to support investment decision-making.

**Job Requirements**:
Bachelor's degree in a finance-related field or equivalent

Knowledge: Familiarity with financial markets, investment products, and portfolio management concepts.

Analytical Skills: Strong analytical abilities to interpret data and make informed investment recommendations.

Communication Skills: Excellent verbal and written communication skills to interact with team members and clients effectively.

Detail-Oriented: Meticulous attention to detail when recording portfolio information and conducting financial analyses.

Time Management: Ability to prioritize tasks and meet deadlines in a dynamic work environment.

Team Player: Willingness to collaborate with colleagues and contribute to the success of the team.