Responsible for investment strategy and portfolio allocation, monitoring portfolio performance & exposure and executing required investment activities to implement agreed strategy.
Main activities:
Investment Strategy & Asset allocation
- Develop long-term investment strategy
- Propose asset allocation, taking into account macro conditions, liquidity needs, risk appetite and other priorities
- Monitor portfolio performance and rebalancing exposures to ensure compliance with portfolio limits and strategy
Strategic Research
- Conduct and update macroeconomic and thematic research, developing structured views on macro environment and relative attractiveness across multi-asset strategies (PE, VC, Hedge Funds, Credit, Real Estate)
- Prepare timely market outlook and thematic research materials
- Propose allocation priorities and adjustments to align with views
Risk management
- Monitor macro, sectoral and other risks, and analyse implications to portfolio
- Provide insights and recommendations to IC
Portfolio Liquidity & Funding Planning
- Partner with finance team to develop forward-looking views on liquidity/cashflow across the family office portfolio, including expected timing of capital calls/distributions and implications on cashflow
- Propose and manage suite of liquidity solutions to maximize returns while meeting funding and cash flow obligations
Exits & Capital Recycling
- Optimize FO portfolio's recycling of capital, and cost recovery to achieve target DPI
- Identify and propose investments for exit via secondary, and match with potential buyers
- Build and maintain a network of intermediaries/advisors to support liquidity events of private market positions
- Support coordination and execution of transactions
Other activities: Investment support role alongside investment team
Pipeline management
- Manage & track pipeline of investment opportunities against SFO's mandates/ objectives
Due diligence
- Access and analyse data room materials for opportunities
- Take lead in preparation of Investment Memos including summary of investments, key risks, target returns, references and other considerations
Execution
- Lead & support as appropriate execution of investments, including finalizing investment documents and terms, IC final approvals documentation, closing activities
Portfolio monitoring and management
- Monitor individual investments across asset classes
- Monitor portfolio level performance against SFO mandate & objectives
- Preparing regular updates on investment performances to IC and shareholders, including updated performance reports, valuation, corporate actions, fundraising plans
Investment Committee support
- Support IC discussions and decision making, including documentation of IC Approvals
- Support SFO and IC to manage portfolio overall objective, risk management and portfolio allocation review
Qualifications:
- Singapore tax resident
- Bachelors or higher qualifications in relevant field of study
- Professional qualifications such as CFA, CA, or MBA will be advantageous
- >15 years in investment management or advisory role, either at investment company (PE, VC, Hedge funds) and/or Family Office, and/or advisory firms or banks
- Demonstrated experience with leveraging software and AI tools in conducting/visualizing research strongly preferred
- Preference for familiarity in private investments & fund investments (PE, VC, Credit)
