Japanese Equities Portfolio Manager - Japanese speaking

OVERVIEW

A Singapore-based family office is seeking a Japanese Equities Portfolio Manager to join its investment team.

The firm focuses primarily on investments in listed Japanese equities while also allocating capital to venture capital funds and high-growth private companies in Japan and overseas. Taking a long-term investment approach, the organization aims to generate sustainable value by supporting the growth and strategic development of its portfolio companies, rather than acting solely as a financial investor. The team is also actively involved in helping businesses expand into international markets.

In this role, you will be responsible for a broad range of investment activities covering the Japanese equity market, from fundamental research and idea generation to portfolio management and investment decision-making. Working closely with an experienced senior portfolio manager, you will play a key role in shaping investment strategies and contributing to the overall investment process.

Key Responsibilities

• Manage and monitor a Japanese equity portfolio, including idea generation and stock selection

• Conduct in-depth company research, including financial statement analysis, earnings evaluation, and valuation analysis

• Build and maintain financial models and earnings forecasts

• Prepare investment reports, research notes, and materials for investment committee meetings

• Analyze macroeconomic trends, market developments, and industry dynamics

• Develop relationships with company management teams, investor relations representatives, and sell-side analysts to gather insights

• Leverage technology, data analytics, and AI-driven tools to enhance investment research and decision-making processes

Requirements

Essential Qualifications

• Minimum 5 years of experience in Japanese equity research, investment analysis, or portfolio management

• Strong understanding of financial statements and financial modeling

• Business level Japanese language proficiency, including business writing and documentation skills in order to liaise with Japanese speaking stakeholders

Preferred Qualifications

• Experience preparing investment recommendations, research reports, or investment committee materials

• Familiarity with data analytics platforms and AI-enabled research tools

• Experience within an institutional asset management environment

Ideal Candidate

• Able to independently develop investment theses and make well-reasoned investment recommendations

• Naturally curious with a strong desire to continuously learn and deepen market knowledge

• Self-motivated and proactive in identifying opportunities and solving problems

• Collaborative team player with a commitment to delivering high-quality outcomes