Portfolio Manager (family Office)

Singapore, Singapore

Job Description


:Responsibilities

  • Prepare comprehensive reports and presentations on current and prospective investments, including valuation assessments and performance analysis.
  • Oversee the preparation of Management Accounts and Financial Statements, ensuring compliance with statutory requirements both locally and globally.
  • Provide support for investment activities, focusing on financial products such as public equities and real estate investments.
  • Act as the main liaison with tax service providers to ensure compliance with jurisdiction-specific tax regulations, primarily in Singapore and the United States.
  • Facilitate trade executions and maintain relationships with private and retail bankers for investment activities in key markets.
  • Stay informed about financial markets and trends, with a strong understanding of private and public market dynamics.
  • Undertake ad-hoc project management responsibilities to support the teams operational and strategic goals.
  • Collaborate with cross-functional teams to enhance analytical insights, improve reporting capabilities, and support decision-making processes.
Requirements:
  • A minimum of 2 years of professional experience within the finance or investment industry, preferably in asset and wealth management.
  • Hands-on experience with the U.S. stock and property markets, demonstrating strong market understanding.
  • Advanced proficiency in Microsoft Office, particularly Excel and Word, for analytical and reporting purposes.
  • Strong analytical acumen with excellent organizational, teamwork, and communication skills, alongside full fluency in English.
Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.Email resume to ken.ng@peopleprofilers.comPeople Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724EA License Number: 02C4944
Registration Number: R1872398Posting Personnel: Ng Jwee KenRef: QWVWX9R9

People Profilers

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Job Detail

  • Job Id
    JD1490032
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned