Discretionary Portfolio Manager (Wealth Management)

Schroders Investment Management
Singapore, Singapore
Jan 03, 2021
Jan 09, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
What you'll do
  • Ensure the Fixed Income Discretionary Portfolio Management (FI DPM) portfolio strategies and performance meets clients' needs
  • Responsible for portfolio construction, positioning, rebalancing and monitoring. This includes country, sector and security selection.
  • Update and advise clients and Relationship Managers on relevant FI market development and views
  • Contribute to and oversee the marketing material for the FI DPM offering
  • Write the commentary for the monthly FI DPM report that is distributed to clients
  • Provide regular portfolio reviews and credit outlook to Relationship Managers and clients
  • Work with various teams to improve upon the operational efficiency around the FI DPM Offering
  • Carry out active risk management within portfolio strategy implementation and security selection
  • Analysis of portfolio performance and attribution
  • Support / work with senior managers in portfolio management and business development efforts
  • Participate in Asia Investment Committee and Fixed Income Asset Class Group meetings
  • Assist in building the advisory business, engaging relationship managers to offer solutions and strategies aligned with their clients' objectives

The knowledge, experience and qualifications you need
  • Extensive knowledge of fixed income markets, especially Asian corporate credits.
  • At least 8 years' experience in fixed income investing with some portfolio management experience.
  • Ability to clearly articulate investment ideas to internal and external audiences.

The knowledge, experience and qualifications that will help
  • Experience in managing private client portfolios and client interaction.
  • CFA qualification.

What you'll be like
  • A strong team player with excellent time management skills.
  • An outstanding communicator with strong interpersonal skills to effectively engage with clients.

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