Portfolio Specialist (Fintech)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Portfolio Specialist (Fintech): Delivering institutional-grade portfolio diagnostics, asset allocation insights, and client-ready solutions within the CIO Lab with an accent on multi-asset portfolio construction and risk analysis. Focus on supporting complex UHNW and Family Office cases, translating CIO strategy into actionable investment outcomes, and driving mandate origination.
Location: Must be based in Singapore
Company
is Asia’s global private bank, providing comprehensive wealth management services and investment strategies.
What you will do
- Deliver whole-portfolio diagnostics, risk analysis, and scenario testing for client portfolios.
- Translate CIO views into clear, actionable asset allocation recommendations and portfolio repositioning strategies.
- Support complex UHNW and Family Office cases through detailed portfolio analysis and redesign.
- Monitor portfolio positioning and risk exposures to ensure alignment with CIO frameworks.
- Contribute to the development of stress testing methodologies and portfolio optimization approaches.
- Drive the conversion of analytical engagements into mandate relationships and revenue generation.
Requirements
- Minimum 10 years of experience in portfolio management, construction, and asset allocation.
- Solid experience with multi-asset portfolios for UHNW, Family Office, or institutional clients.
- Proven ability to deliver client-facing portfolio insights and recommendations.
- Bachelor's degree in Finance, Economics, or a related field.
- Experience with portfolio analytics platforms such as Aladdin or equivalent.
Nice to have
- Advanced degrees such as an MBA.
- CFA designation or equivalent professional certification.
Culture & Benefits
- Opportunities for professional and personal development through structured programs.
- Access to the OCBC Group’s global network of subsidiaries and offices.
- Competitive remuneration packages and non-financial benefits.
- Culture of openness, teamwork, and fairness.
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