VP of Investments & Strategic Portfolio Management, Family Office

About the Role - VP for Single Family Office (SFO) in Singapore, member of investment team for investments, portfolio allocation, and portfolio performance monitoring, with focus on Strategic Portfolio Management.

Key Responsibilities:

Strategic Portfolio Management activities:

Investment Strategy & Asset allocation

• Support development of investment strategy & strategic asset allocation
• 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)
• Monitor portfolio performance and rebalancing exposures to ensure compliance with portfolio limits and strategy

Risk management

• Monitor macro, sectoral and other risks, and analyse implications to portfolio
• Provide insights and recommendations to IC

Investment team activities:

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
• Montor 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

Job Requirements:

• Singapore tax resident
• Bachelors or higher qualifications in relevant field of study
• Professional qualifications such as CFA, CA, or MBA will be advantageous
• Preferred >8 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)