Job Description
Our Client:
Our client is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
The Responsibilities:
* Create client balance sheets and asset allocation models
* Manage quarterly portfolio reports and monitor client investment performance to ensure accuracy and consistency
* Learn about portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication
* Conduct ad hoc analyses to meet the financial and estate planning needs of clients
* Take part in equity and option trading activities as your responsibilities for investment execution grow
* Collect, prepare, and coordinate tax data and documentation for clients
* Gain exposure to and participation in direct private investments, client interactions, and other critical family office operations
The Requirements:
* Bachelor's Degree
* 7 to 10 years of relevant professional services experience
* Passion for investment management and client service
* Detail-oriented and thorough
* Superior communication and analytical skills
* Highly motivated, trustworthy, intellectually curious, and mature
* Excellent academic background and strong cognitive ability
Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.