Portfolio Specialist

3 days left

Robert Walters (Singapore) Pte Ltd, EA Licence No: 03C5451
Singapore, Singapore
SGD6000 - SGD8000 per month + Market Aligned
Aug 25, 2020
Sep 24, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About the Portfolio Specialist Role:
In this business critical role, you will work closely with the investment teams and client portfolio managers to produce written reports and presentation materials of various strategies across a range of prospects and clients. You may also be involved in special projects aiding and supporting the investment teams.

Key Responsibilities:
  • Prepare written reports and presentation materials for respective strategies on a regular basis
  • Manage product-related data and respond to client queries
  • Work closely with client portfolio managers to produce market and fund insights/macro pieces and educational pieces, and to ensure the quality and accuracy of the investment content
  • Ensure timely delivery of scheduled fund reporting and presentation materials (monthly, quarterly, semiannually, annually)
  • Maintain in-depth knowledge of respective strategies including holdings, performance, attribution, investment guidelines, risk characteristics and competitor analysis
  • Provide content guidance to team members as and when required

To succeed in the Portfolio Specialist job, you will need to have experience in client reporting and a passion for creating investment content for supporting sales activity.

Key Requirements:
  • At least five years' relevant experience in asset management industry
  • CFA is an advantage
  • Ability to work independently and manage multiple projects within strict deadlines
  • Attention to detail and good command of written English
  • Proficiency at using Microsoft PowerPoint, Excel, Power BI or other charting tools to illustrate investment messages
  • Knowledge of R or Python is an advantage

This asset management firm needs no introduction and is recognised as the leader in their field of expertise. The firm is very focused on developing and training their people to the highest standards.

If you are a progressive Portfolio Specialist with a can-do attitude, this is an excellent opportunity to work with an industry leader that is constantly breaking new ground.

Apply today to discuss this new opportunity.

Robert Walters (Singapore) Pte Ltd

ROC No.: 199706961E | EA Licence No.: 03C5451

EA Registration No.: R1767640 Selicia Low

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