We are an independent, partner-owned investment management group with a proven track record as an active investor in both multi-asset class as well as exclusively sourced direct investments.
In order to support our rapidly growing multi-family office business, we are seeking a self-driven, highly motivated candidate to work directly within our global team.
Objectives: To provide a professional, effective and quality oriented service to the management and clients of the group with a high level of confidentiality, objectivity and integrity.

Tasks

Portfolio Management

• Work closely with the Portfolio Managers to help manage the family office liquid investment strategies: balanced and growth portfolios, fixed income portfolios and special mandates.
• Monitor exposures and assist the investment team to ensure all portfolios are aligned with and accurately reflect the respective model strategies
• Assist the investment team with idea generation, macro research, bottom-up fundamental analysis, and quantitative screening.
• Track portfolio holdings and provide timely updates following earnings releases and significant market movements.
• Help take notes during investment meetings

Research

• Provide support to portfolio managers and team in all aspects of their work.
• Developing systematic/quantitative research tool to complement trading decisions of investment team (researching trading ideas, implementing models and lastly back testing...)
• Write investment cases on companies as assigned, ensuring clarity and rationale, and publish them in OneNote for team access and collaboration
• Build investment dashboards and summaries on Python (or programing languages), using data extracted from Portfolio Management System (PMS).
• Support team with spreadsheet modelling, performance contribution analysis, reporting, presentations, preparing pitch decks and automating portfolio monitoring tools.

Operations and reporting

• Be an advocate and driver for technological advances in the investment management space (Portfolio Management System, Order Management System...)
• Assist the team with platforms, spreadsheets, factsheets, reporting and automating operations.
• Project work as assigned in the areas of Platform enhancement and data.
• Maintain data quality and setting up new bank interfaces within the PMS (API connections, Data files via SFTP)
• Support with data required for MAS surveys
• Analyze and implement reporting requests and needs.Regulatory
• Follow the internal policies and procedures and ensure timely providing and completion of regulatory requirements.Support
• Collaborate with internal teams in Singapore and Zurich to determine functional and technical application/project requirements.
• Support and mentor interns.

Requirements

• Minimum Bachelor's degree in technical subjects - Economics, Finance, Accounting, Business Management, Engineering, or any other concentration relevant to the Sector/Sub-Sectors under Industrials.
• Min 2 years' experience in portfolio management with track record, CFA is an advantage
• Disciplined risk taker with good risk management track record, ability to generate good risk-adjusted returns
• Self-driven, ambitious, willing to learn and grow with the team
• High degree of independent problem solving
• Meticulous attention to detail, strong analytical and organizational skills
• Mental discipline to solve complex problems and communicate effectively under pressure
• Practical knowledge of Bloomberg and its relevant features
• Excellent interpersonal and people skills (e.g. presentation, initiative, discretion, confidence and good customer service techniques).
• Strong technical ability and proficiency in one programming language (Phython) would be an advantage
• Excellent knowledge of MS Excel including VBA
• Strong English communication skills - both verbal and written

Benefits

• Highly diverse and dynamic environment with joint teams spanning from Asia to Europe
• Tremendous personal growth potential due to flat hierarchy and global scale
• Opportunity to develop into a role with higher responsibility over time
• Full exposure to all activities of and around legal, compliance, operations and investments