Senior Associate/AD, Portfolio Mgt (1 year contract) with Global Investment Firm

The Cap Consulting Group Pte Ltd, EA Licence No: 14C7175
Singapore, Singapore
Jul 12, 2019
Jul 29, 2019
Industry Sector
Finance - General
Employment Type
Full Time
Senior Associate/AD, Portfolio Mgt (1 year contract) with Global Investment Firm
  • Around 6 to 10 years of work experience gained in either Big 4 corporate finance/valuation teams
  • Or has in house M&A exp with large cap or similar organizations
  • Understands valuation and P&L analysis, with good corporate governance exposure.

Our client is a renowned financial institution with a global presence. An opportunity now exists for as an SA/ AD (1 year contract) in its Portfolio Mgt department. This is a 1 year contract with benefits and a completion bonus of 2 months for a good performer.

Core function:

Investment monitoring (about 50% of role)
  • Support the operations of monitoring process of portfolio /investees companies including building templates and making relevant adjustments to financial statements for analysis of fundamental performance
  • Analyze key metrics of investment companies including, profitability and returns, liquidity, capital structure, valuation etc against respective forecast
  • Analyze capital markets movements (for listed investments) such as share price, short selling, derivatives, etc
  • Prepare materials from the analysis of portfolio companies for periodic review dialogues with senior management and external audiences

Corporate Governance (about 50%)
  • Support regular efforts aimed at protecting shareholders' interest including review of AGM resolutions against institutional positions and/or proxy firms' recommendations
  • Analyze and trends over the AGM season to identify potential vulnerability or areas of improvements within the portfolio and support post-analysis efforts
  • Support the development of thought leadership pieces

  • Support portfolio analytical projects and draw insights that could potentially enhance existing investment/divestment or portfolio management processes
  • Prepare engagement with senior management and with management team of the portfolio companies

  • Bachelor's degree, preferably with exposure to accounting or finance
  • 6 to 10 years of work experience gained in either Big 4 corporate finance or valuation team.
  • Or has in house M&A or investment monitoring experience gained with large cap or similar organizations
  • Strong on financial concepts, with good valuation and P&L analysis experience
  • General appreciation of corporate governance exposure.
  • Good understanding of capital market indicators including derivatives is preferred but not a must
  • Strong Excel modeling skills.
  • CFA level experience is useful (but not a must)
  • Familiarity with Bloomberg and Capital IQ preferred
  • Experience and willingness to work within diverse teams of all sizes across the organization
  • High level of interpersonal and writing skills
  • Self-starter with a proven ability to manage multiple priorities and to work independently
  • Ability to work under stress and tight timeliness
  • Able to commit to a 12 mth contract role

To apply, please send your cv in word doc to Please also include details of your current salary, expected salary and notice period in your cv.

We regret to inform that only shortlisted candidates will be notified.

Posted by :
CAP Consulting (EA licence : 14C7175)
Caroline Poh (EA registration : R1105649)