Portfolio Strategist

Recruiter
Standard Chartered Bank
Location
Singapore, Singapore
Salary
Competitive
Posted
18 Feb 2021
Closes
05 Mar 2021
Ref
10277252
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

Role
The Portfolio Strategy team delivers advisory cross-asset investment allocations, portfolios and solutions across our wealth clients within our retail and private bank markets. Key areas of focus include the innovative retail portfolio advisory tool, Personalized Investment Ideas (Pii), private bank and retail advisory portfolios as well as the Global Investment Committee's House View tactical allocations across markets.
Job Purpose:
Involved in the following processes: supporting the delivery of asset allocation, portfolio optimization, and risk management solutions for the private and retail segments. This includes participating in the maintenance and delivery of asset allocation process across Private and Retail bank segments, liaising with the Investment Strategy team and actively participating in the Group Investment Committee (GIC) meeting
Responsibilities:
Together with the team, the strategist is involved with the following:
  • Maintaining asset allocation frameworks & advisory reference portfolios for the private and retail bank segments
  • Generating statistics for all model and country allocations under purview of the team
  • Monitoring asset allocation and advisory reference portfolios performance against pre-decided benchmarks
  • Liaising with product teams and country advisory committees and forums to incorporate inputs into asset allocation models and advisory reference portfolios
  • Contributor to Governance agenda and processes within the team
Competencies:
KEY BEHAVIOURS
  • Exposure to multi-asset classes, asset allocation, portfolio management or risk management
  • Exceptional data analysis, written and verbal communication skills.
  • Highly meticulous and attention to detail
  • Successful candidates will be able to work in a collaborative, collegial, team environment
KNOWLEDGE / SKILLS / EXPERIENCE
  • Approx.3- 5 years experience in investment-related areas for example equity, fx, fixed income, multi-asset portfolios.
  • Strong excel skills, Bloomberg, Morningstar advantageous; statistics software skills - a plus
  • Masters in Finance, MBA or CFA helpful

Governance
Contributor to Governance agenda and processes within the team

Regulatory & Business Conduct
  • Display exemplary conduct and live by the Group's Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Lead the Singapore wealth management CIO office to achieve the outcomes set out in the Bank's Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.


Apply now to join the Bank for those with big career ambitions.

To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working.

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