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Business Project Manager

Business Project Manager

lumiq pte. ltd.
1-4 Years
SGD 3,500 - 4,000 per month
  • Posted 2 hours ago
  • Be among the first 10 applicants

Job Description

Business Project Manager

LUMIQ . Singapore . Full-time

LUMIQ is awealth management technology platform serving family offices, banks andinstitutional wealth managers. We're looking for a Business Project Manager tosit at the centre of our investments, product and commercial work.

This is abroad, hands-on role. You'll own the operational rhythm that keeps our platformaccurate, support institutional portfolio mandates, and take a real role inwinning and keeping clients. It suits someone who's happy moving from aninvestments discussion to a data check to a client call in the same day.

What you'll do

. Support model portfoliomandates for institutional clients, including construction, rebalancing input,monthly performance reporting and client review calls

. Conduct market and equityresearch: screen funds, managers and single names, track sector and macrodevelopments, and produce written views for internal and client discussions

. Run our monthly market dataupdate cycle: prepare the inputs, coordinate with the data team, and validatethe numbers before anything goes live

. Load new funds, benchmarks andindices onto the platform, including client-specific classification work

. Set up and manage clientaccounts, and handle onboarding for new users

. Test platform calculations andinvestigate reported issues with our engineering team

. Reach out to prospectiveclients, run platform demos, and convert new business

. Build and maintainrelationships with existing clients as their day-to-day point of contact

. Revisit dormant leads and keepour pipeline and CRM in good order

. Help prepare client-facingmaterial, including our monthly family office calls, and manage our website andLinkedIn presence

. Contribute to new dashboard andproduct ideas we're prototyping

What we're looking for

. Graduates or one with 1- 2 years experience in investment operations,wealth management, asset management or fintech

. Degree in finance, economics,business or a quantitative subject

. Solid grasp of investmentbasics: asset allocation, benchmarks, portfolio performance and returns

. Able to research funds andmarkets independently and write up a clear, defensible view

. Strong Excel skills, andconfidence checking and reconciling large data files

. Comfortable in front ofclients: presenting, demoing, holding a commercial conversation

. Genuine attention to detail.Our data reaches live client accounts, so accuracy matters

. Able to juggle severalworkstreams and chase external parties for what you need

Nice to have: experience with SaaS orplatform operations, CRM systems, website or social content, or an interest inAI-assisted tooling.

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