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- Tasks: Lead investment strategies and manage diverse asset portfolios for a family office.
- Company: Join a prestigious family office focused on innovative investment management.
- Benefits: Competitive salary, professional growth, and exposure to global markets.
- Why this job: Shape the future of investments while working with top-tier financial institutions.
- Qualifications: Master’s degree in finance or related field; 3+ years in investment management.
- Other info: Dynamic role with opportunities for career advancement and global market insights.
The predicted salary is between 36000 - 60000 £ per year.
We are partnering with a family office to hire a Portfolio / Fund Manager with strong investment management expertise. The incumbent will oversee portfolio research, asset allocation, and investment execution, while contributing to the formulation of medium- to long-term asset allocation and capital management strategies.
Job Responsibilities
- Develop, execute, and continuously refine the family office’s investment strategy and asset allocation framework, covering equities, fixed income, alternative investments, digital assets, and private equity projects.
- Conduct macroeconomic and sector research, identify potential investment opportunities, and prepare investment reports and risk assessment memos.
- Manage relationships with external fund managers and custodian banks (including coordination with DBS, UBS, Julius Baer, Interactive Brokers, etc.).
- Monitor portfolio performance, risk exposure, and liquidity to ensure compliance with MAS regulations and internal investment guidelines.
- Participate in Investment Committee meetings, providing quantitative analysis support and asset allocation recommendations.
- Assist in developing internal investment compliance policies and governance frameworks to ensure regulatory and audit compliance.
- Track global market developments, including emerging markets, crypto assets, and technology innovation sectors.
Job Requirements
- Master’s degree in Finance, Economics, Accounting, Statistics, or related disciplines (CFA / CAIA / FRM preferred).
- Minimum 3 years of experience in investment management or asset allocation, ideally with a background in family offices, private equity, wealth management, or asset management firms.
- Strong understanding of macroeconomic analysis, asset pricing, and portfolio management.
- Familiarity with MAS regulatory framework (especially 13O / 13U schemes) and the Singapore financial market.
- Proficient in financial modeling and data analytics tools (e.g., Python, R, Bloomberg, Tableau).
- High integrity, confidentiality awareness, and cross-cultural communication capability.
Regret to inform you that only shortlisted candidates will be notified.
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Portfolio Manager | Family Office employer: Dada Consultants
Contact Detail:
Dada Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager | Family Office
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers or colleagues who might know of openings. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your past investment strategies and successes. Use real examples to demonstrate your skills in asset allocation and risk management. This will make you stand out when you’re chatting with hiring managers.
✨Tip Number 3
Stay updated on market trends! Regularly read up on macroeconomic developments and emerging markets. Being knowledgeable about current events will not only help you in interviews but also show your passion for the field.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that might just be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. Don’t miss out!
We think you need these skills to ace Portfolio Manager | Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your investment management expertise and any relevant qualifications like CFA or CAIA. We want to see how you can contribute to our family office!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Portfolio Manager role. Share specific examples of your past successes in asset allocation and portfolio management to grab our attention.
Showcase Your Analytical Skills: Since this role involves a lot of research and analysis, make sure to highlight your proficiency in financial modelling and data analytics tools. Mention any experience with Python, R, or Bloomberg to show us you’re up to speed with the latest tech!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our platform!
How to prepare for a job interview at Dada Consultants
✨Know Your Investment Strategies
Make sure you’re well-versed in various investment strategies, especially those relevant to family offices. Brush up on asset allocation frameworks and be ready to discuss how you would refine their investment strategy based on current market trends.
✨Research the Family Office
Do your homework on the specific family office you’re interviewing with. Understand their investment philosophy, past performance, and any unique characteristics that set them apart. This will help you tailor your responses and show genuine interest.
✨Prepare for Technical Questions
Expect to face technical questions related to macroeconomic analysis, asset pricing, and portfolio management. Practise articulating your thought process clearly, especially when discussing financial modelling or data analytics tools like Python or Bloomberg.
✨Showcase Your Relationship Management Skills
Since managing relationships with external fund managers and banks is key, prepare examples of how you’ve successfully built and maintained professional relationships in the past. Highlight your communication skills and ability to work cross-culturally.