Job Description

Investment Research & Portfolio Management

Conduct fundamental research and valuation across equities, fixed income, credit and ETFs, including companies, sectors, macro and external funds.
Prepare investment proposals and Investment Committee papers
Support portfolio construction, asset allocation and position sizing and coordinate trade execution with brokers.
Monitor performance, exposures, liquidity and drawdowns produce attribution, scenario and stress analysis.
Perform due diligence and ongoing monitoring of external fund managers and ETFs.

Investor Engagement

Support fund-raising and investor meetings, presenting portfolio positioning, performance and market views.
Prepare investor presentations, commentaries and due-diligence questionnaires responses using approved information.
Work with Investor Relations on capital-raising refer advice, suitability and complaints to authorised personnel.

Fund Platform Setup & Operations (Interim)

Coordinate VCC sub-fund setup and launch with administrators, custodian, legal, auditors, tax advisers and Compliance.
Serve as day-to-day contact for the fund administrator on dealing, subscriptions/redemptions, distributions, Net Asset Value production and reconciliations.
Coordinate investor onboarding and Know Your Client and Anti Money Laundering with Compliance and the administrator.
Maintain the fund operating calendar, procedures and checklists support audits, financial statements, regulatory filings and handover to a dedicated Fund Operations hire.

Investment Process, Data & AI Enablement

Build and maintain research databases, financial models, dashboards and analytical tools.
Apply data analytics, automation and AI-enabled research tools, with source verification, data security and human review.
Contribute to investment process design and research standards mentor junior analyst.

Governance & Decision-Making

Make investment recommendations decisions are approved by the Head of Portfolio Management and/or Investment Committee
Coordinate fund operations without authority to approve NAVs, valuations of recommended positions, payments or onboarding - these sit with independent authorised signatories.
Comply with compliance, personal-account dealing, conflicts-of-interest and confidentiality policies use AI only within approved governance policies.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business or a quantitative discipline
CFA, CAIA or an equivalent qualification is advantageous candidates progressing towards one will be considered
Ability to meet MAS fit-and-proper and representative requirements for appointment under SIM's Capital Markets Services licence
6-10 years in asset management, family offices, private banking investment advisory or related investment roles
Direct experience in multi-asset portfolio analysis or management across equities, fixed income, ETFs and external funds
Experience preparing Investment Committee papers and presenting to investors or senior stakeholders
Exposure to fund operations, fund administration, fund launches or Singapore VCCs is advantageous