Product Specialist, Managed Investment - Toa Payoh

This role offers an excellent opportunity to gain hands-on experience in portfolio management, client engagement, and investment technology.

• Exposure to high-net-worth client portfolios and sophisticated investment strategies.
• Work closely with experienced portfolio managers, investment professionals, and client advisors.
• Opportunity for career growth within a dynamic and fast-evolving investment environment.
• Hands-on experience with investment technology and portfolio tracking systems

Key Responsibilities

Client Advisory & Relationship Management:

• Assist in advising clients on portfolio strategies, asset allocation, and market trends in alignment with their investment objectives.
• Prepare client presentations, portfolio reviews, and investment reports to facilitate informed decision-making.
• Support portfolio managers in responding to client inquiries, providing market insights, and addressing portfolio-related concerns.
• Collaborate with relationship managers and other stakeholders to ensure seamless client service and retention.

Pitchbook Creation & Client Support:

• Prepare and maintain high-quality pitchbooks and marketing materials for discretionary mandates, highlighting investment strategies, portfolio performance, and market insights.
• Assist in preparing investment proposals and client presentations.

Portfolio Monitoring & Risk Management:

• Track and analyze portfolio positions, performance, and attribution to ensure alignment with investment objectives.
• Identify and escalate deviations from asset allocation, risk limits, or investment guidelines.
• Support rebalancing activities and portfolio optimization efforts.

Investment Compliance & Guidelines Adherence:

• Ensure compliance with internal investment policies, regulatory requirements, and client-specific mandates.
• Monitor investment restrictions, exposure limits, and other compliance-related aspects.
• Liaise with internal risk and compliance teams to address any discrepancies.

Investment Research & Market Analysis:

• Conduct research on macroeconomic trends, asset classes, and market dynamics to support portfolio decision-making.
• Assist in screening and evaluating investment opportunities across equities, fixed income, funds, and alternative assets.
• Prepare research reports, investment memos, and data-driven insights for portfolio managers.

Support Ad Hoc Projects – Portfolio Tracking Systems & Enhancements:

• Assist in the development and enhancement of portfolio tracking systems to improve efficiency and reporting accuracy.
• Work with internal technology teams to streamline data management, automate workflows, and improve system capabilities.
• Support data validation, system testing, and integration efforts to enhance portfolio monitoring tools.

• Bachelor’s degree in a quantitative field – Business, Finance, Engineering, Computer Science or related field. CFA or equivalent qualifications are a plus.
• Strong understanding of portfolio management concepts, asset allocation, and financial markets.
• Ability to analyze financial statements, investment performance metrics, and risk parameters.
• Excellent communication and presentation skills, with the ability to articulate investment insights to clients.
• Strong attention to detail and ability to multitask in a fast-paced environment.
• Client-centric mindset with a proactive approach to problem-solving and relationship management.
• Ability to collaborate with cross-functional teams, including technology, compliance, and risk management.