Senior Portfolio Manager

About Our Client:
Our client, a Single Family Office, is seeking a Senior Portfolio Manager to oversee and manage investments exceeding $100 million. The role covers a diverse range of investments, including mutual funds, bonds, public equities, and more. The ideal candidate will have a strong background in fund management, equity, and/or bond analysis, with proven experience managing substantial investment portfolios.

Key Responsibilities:

• Manage and oversee investment portfolios exceeding $100 million in assets under management (AUM).

• Conduct in-depth fundamental and quantitative analysis of equities and fixed-income instruments.

• Develop and implement investment strategies aligned with company objectives and risk parameters.

• Monitor portfolio performance and market trends, providing actionable recommendations.

• Prepare reports and presentations to communicate investment insights to senior management and stakeholders.

• Collaborate with research teams to identify investment opportunities and mitigate risks.

Requirements:

• Bachelor's degree in Finance, Economics, Accounting, or related field CFA or equivalent designation preferred.

• Minimum of 8 years of experience in portfolio management, equity research, or bond analysis.

• Proven track record managing portfolios of $100 million or more.

• Strong understanding of capital markets, investment strategies, and risk management.

• Excellent analytical, communication, and decision-making skills.

EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)

EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)