Portfolio Analyst

2 days ago

Singapore Xora Innovation Full time

ABOUT XORA INNOVATION

Xora Innovation, a wholly owned subsidiary of Temasek, invests in disruptive, world-changing ventures forged by ambitious founders and powered by compelling scientific breakthroughs. Headquartered in Singapore, Xora is an early-stage deep tech investing platform of Temasek. We are looking for individuals with creativity, intellect, passion, grit, curiosity, openness, and resilience.

ABOUT THE ROLE

We are seeking a Portfolio Analyst with strong financial analysis, modeling, and investment valuation skills.

Supporting the investment team, the Portfolio Analyst will take pride in facilitating intellectual honesty, discipline, and objectivity throughout our investment processes. You will bring a highly analytic approach to your assignments (informed by both quantitative and qualitative inputs), and you’ll look forward to opportunities to cogently defend and present your work.

This position requires you to work from the Company’s headquarters in Singapore.

RESPONSIBILITIES

Investments/PortCo-Related
- Assess the impact of new investment proposals on our existing forecast/plan, especially with respect to financial returns, stakeholder objectives, reserves, and cost of investment.
- Working with investment principals, support the development of financial models and evaluation of portfolio company financials.
- Track and report on actual performance against forecasts, flagging deviations and key developments driving revised forecast assumptions.

Valuation
- With external expertise as needed, support pressure testing of assumptions behind valuation proposals developed by the investment team, ensuring that key risks have been priced into proposed valuations.
- Serve as operational interface to external valuation firms (and auditors, as needed).
- Track and report on external valuation against internal forecasts (at the portfolio company level and for the total portfolio), flagging deviations and assumptions/analyses driving deviations.

Corporate Level
- Develop and maintain internal financial models for our investment portfolio at-large, updating forecasts as required.
- Support preparation of reports and presentations regarding financial and investment performance-related indicators to key stakeholders.
- Support quarterly assessments of investment processes and implement improvements, as necessary.
- Identify cross-portfolio synergies and value creation/enhancement opportunities.

**Requirements**:
PROFESSIONAL REQUIREMENTS
- Master’s degree in Business, Economics, Finance, or Accounting or other, ideally with a joint degree, minor, or certificate in a STEM discipline, from an accredited academic institution.
- At least 2 years of work experience, ideally in a financial services setting.
- Experience building financial models and investment valuation cases.
- Highly developed analytical skills with ability to define issues, collect and analyze pertinent data, identify alternative solutions, forecast consequences of proposed actions, draw and articulate reasoned conclusions, propose sound recommendations and contingency plans, and implement realistic solutions in support of specified goals; simultaneous attention to the big picture and details is critical.
- Intermediate level Excel skills (VLOOKUP, pivot tables, data validation, what if/sensitivity analysis, charts, etc.).
- CFA Level 1 and 2 certifications are a big plus.
- Ability to produce well designed, professional PowerPoint presentations.
- Exceptional verbal and written English communication skills.

  • Portfolio Analyst

    7 days ago

    Singapore CapitaLand Full time

    Portfolio Analyst / Senior Portfolio Analyst page is loaded## Portfolio Analyst / Senior Portfolio Analystlocations: Singapore, Central Singaporetime type: Full timeposted on: Posted Todayjob requisition id: JR Headquartered and listed in Singapore in 2021, CapitaLand Investment Limited (CLI) is a leading global real asset manager with a strong Asia...

  • Portfolio Analyst

    1 week ago

    Singapore Cushman & Wakefield Full time

    Job Title Portfolio Analyst Job Description Summary Our Integrated Portfolio Management service focuses our Transaction Management, Portfolio Administration and Portfolio Strategy activity around our clients’ business challenges and priorities. This allows us to leverage data, streamline processes and deliver superior insights, to achieve our clients’...

  • Analyst, Portfolio Management

    7 days ago

    Singapore Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This...

  • Analyst Portfolio Management

    4 days ago

    Singapore Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This...

  • Senior Portfolio Analyst

    4 hours ago

    Singapore INCOMLEND CAPITAL PTE. LTD. Full time

    The Senior Portfolio Anslyst will be a key member of the portfolio management team that: - Handles **Asset Allocation **based on pre-defined process of reviewing, allocating and executing the allocation for all funds and investors’ portfolio under management - Manages **Client Relationship **to foster strong relationships with key clients, strategic...

  • Portfolio Analyst

    2 days ago

    Central Singapore CapitaLand Full time

    About Us Headquartered and listed in Singapore, CapitaLand Investment Limited (CLI) is a leading global real asset manager with a strong Asia foothold. As at 30 June 2024, CLI had S$134 billion of assets under management, as well as S$100 billion of funds under management held via six listed real estate investment trusts and business trusts and a suite of...

  • Analyst, Portfolio Management

    5 days ago

    Singapore Macdonald & Company Full time

    Overview A leading global asset manager is hiring a Portfolio Management Analyst to join its Asia Pacific real estate team in Singapore. This is a rare opportunity to be part of a high-performing, collaborative platform with deep regional expertise and global reach. Key Responsibilities Support portfolio and asset-level strategy, performance tracking, and...

  • Portfolio Analyst

    2 days ago

    Central Singapore CapitaLand Full time

    About Us CapitaLand Group (CapitaLand) is one of Asia’s largest diversified real estate groups. Headquartered in Singapore, CapitaLand’s portfolio focuses on real estate investment management and real estate development, and spans across more than 260 cities in over 40 countries. **Job Description**: You will be supporting the Portfolio Management team...

  • Analyst, Portfolio

    2 weeks ago

    Singapore SEARCH STAFFING SERVICES PTE. LTD. Full time

    We are currently working with a property management client who is looking for an Analyst, Portfolio & Asset Management with relevant work experience to join them. **Analyst, Portfolio & Asset Management **Responsibilities**: - Reporting to Director, Fund Management & Investment - Assist with the overall portfolio and asset management strategy of the fund -...

  • Equity Portfolio Analyst

    1 week ago

    Singapore Wellington Management Company, LLP Full time

    **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture...