Brief Summary:
Join a dynamic team where you will construct and oversee discretionary investment portfolios, ensuring alignment with client objectives and market conditions. This is an exciting opportunity to leverage your expertise in portfolio management and make impactful investment decisions.
Responsibilities:
- Construct and manage discretionary investment portfolios, covering equities, fixed income, multi-asset, and/or alternative strategies.
- Define and implement asset allocation strategies that align with client goals and risk tolerance.
- Monitor portfolio exposures and conduct rebalancing as necessary to adhere to target allocations and mitigate risks.
- Generate and execute investment ideas grounded in fundamental, quantitative, and macroeconomic research.
- Conduct extensive analysis of industries and macroeconomic trends to uncover investment opportunities.
- Collaborate with the research team to assess investment theses and ensure a conviction-driven approach to portfolio management.
- Stay current on market trends, regulatory changes, and geopolitical events that could affect portfolio performance.
- Engage with institutional and high-net-worth clients to understand their investment objectives and communicate portfolio strategies and performance.
- Prepare and present regular portfolio reviews, performance reports, and investment outlooks to clients and senior leadership.
- Address client inquiries with timely, accurate, and insightful investment commentary.
Requirements:
- Bachelor's degree in Finance, Economics, Mathematics, or a related field from a recognised institution.
- Minimum 8 years of experience in portfolio management, asset management, or a comparable investment role.
- Proven track record in managing discretionary portfolios with verifiable performance results.
- In-depth knowledge of financial markets, investment instruments, and portfolio construction techniques.
- Experience in U.S. and Hong Kong markets is highly desirable.
- Prior exposure to public equity is a strong advantage.
- CFA charterholder or equivalent professional qualification.
Thank you for your application but we regret only shortlisted applicants will be notified.
PERSOLKELLY Singapore Pte Ltd | EA License No. 01C4394 • UEN No. 200007268E
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