Junior Portfolio Manager

6 days ago


Singapore AVRIO WEALTH PTE. LTD. Full time

Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.

Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.

Portfolio Manager Job Responsibilities:

- Design and implement investment strategies, processes and policies
- Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements
- Monitor performance and risk of company portfolios
- Prepare performance reports for management, advisors and clients
- Prepare monthly market commentary for distribution
- Review commentary with internal staff for questions and market education.
- Help manage client interactions and communications
- Trade global markets
- Research and present investment strategies
- Identify and cultivate new clients
- Develop and grow a book of business
- Support Avrio’s management, advisors, clients and prospects

**Requirements, Skills, Education**
- CFA (Chartered Financial Analyst)
- Proven work experience as a Portfolio Manager or similar role
- Strong understanding of investment strategies and risk management
- Fluent in written and spoken English
- Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
- Effective presentation skills
- Willing to work for company that is regulated by both the SEC & MAS and comply with stringent compliance requirements
- Master’s degree in business, finance, investment or a related field preferred

Computer skills including MS Office, Bloomberg and trading software.


  • Portfolio Manager

    15 hours ago


    Singapore ARROWPOINT INVESTMENT PARTNERS (SINGAPORE) PTE. LTD. Full time $150,000 - $200,000 per year

    Job Summary:The Portfolio Manager is responsible for the end-to-end management of investment portfolios, with the goal of delivering consistent, risk-adjusted returns that outperform benchmarks and peer strategies. This role involves the development of investment theses, idea generation, risk management, execution oversight, and performance attribution, all...

  • Portfolio Manager

    2 weeks ago


    Singapore ITUS ASSET MANAGEMENT PTE. LTD. Full time

    We are seeking an experienced Portfolio Manager to lead the investment strategy for its sub-fund. This role is pivotal, with responsibilities akin to those of a senior bond trader, encompassing strategic oversight, active trading, and performance accountability. **Key Responsibilities**: 1. Investment Strategy Development: - Design and implement the...


  • Singapore AGP DC MANAGER PTE. LTD. Full time

    Investment Research and Analysis Conduct fundamental research on companies, sectors, and markets, including qualitative and quantitative analysis. Build and maintain financial models to evaluate company performance, valuation, and potential returns. Analyse financial statements and other company disclosures to support investment recommendations. Portfolio...


  • Singapore NUS Enterprise Full time

    **Posting Start Date**:08/11/2024 NUS Enterprise plays a pivotal role in advancing innovation and entrepreneurship. We are an incubator and venture builder with a comprehensive range of programs, providing mentorship, and support for startups and spinoffs. We are expanding and we need someone to be part of the team to nurture these start-ups and help them...


  • Singapore Ethos BeathChapman Full time

    **Job Details**: **Location** Singapore **Salary** SGD200000 - SGD300000 per annum **Job Type** Permanent **Ref** BH-19475 **Contact** Cherrie Lim- **Contact phone** - 65 6692 0702 - **Posted** about 7 hours ago - Permanent headcount, based in Singapore - Leading financial services firm **Responsibilities would include**: - Support the Head in...


  • Singapore SCOR SERVICES ASIA-PACIFIC PTE. LTD. Full time

    The Junior Portfolio Manager supports the administration of insurance and/or reinsurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow. This role also supports the underwriters in administrative activities related to...


  • Central Singapore Emprego SG Full time

    **Location** - Singapore, Central Singapore**Job Type** - Permanent**Salary** - $5,000 - $7,000 Per Month**Date Posted** - 4 hours agoAdditional Details **Job ID** - 107060**Job Views** - 2Roles & Responsibilities Our client is a global leader in the innovative development of medical devices is looking to hire a junior project portfolio management...


  • Singapore Sumitomo Mitsui Banking Corporation (SMBC) Full time

    **Responsibilities**: - To manage the credit quality of the SPDA portfolio to ensure credit costs are minimized - To monitor and handle all credit-related matters for accounts assigned including, but not limited to, borrower’s waiver/amendment requests, on-going reviews and monitoring. - Prepare credit analysis/monitoring/self assessment for assigned...


  • 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...


  • Singapore Macdonald & Company Full time

    **Location**: **Singapore** **Salary**: **72000 - 90000** **Job Type**: **Permanent** **Reference**: **64817** Looking for a motivated and bright individual to fulfill a rewarding position within the dynamic team. You will showcase your success through initiative, ownership, analysis, communication and teamwork. Your knowledge and curiosity about market...