обновлено 11 дней назад
Portfolio Specialist, CIO Lab (VP/ED)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Specialist, CIO Lab (VP/ED) (Portfolio Analytics and Asset Allocation): Delivering institutional-grade portfolio diagnostics, risk analysis, scenario testing, and asset allocation recommendations for UHNW, Family Office, and institutional portfolios with an accent on translating CIO views into client-ready portfolio solutions. Focus on designing stress-testing and optimization frameworks, supporting mandate management, and integrating model portfolios, CIO insights, analytics, and front-office workflows.
Location: BOS Singapore
Company
is a global private bank within the OCBC Group, providing wealth management services and portfolio solutions.
What you will do
- Deliver whole-portfolio diagnostics, risk analysis, scenario testing, and asset allocation design.
- Translate analytical outputs and CIO views into actionable, client-ready portfolio recommendations.
- Support complex UHNW, Family Office, institutional, advisory mandate, and portfolio redesign cases.
- Monitor portfolio positioning, risk exposures, rebalancing, and alignment with CIO views.
- Implement CIO-aligned model portfolios and translate market developments into portfolio-level actions.
- Improve analytical tools, data, workflows, and integration across Models, Insights, Analytics, and Mandates.
Requirements
- Minimum 10 years of experience in portfolio management, portfolio construction, asset allocation, risk management, and portfolio analytics.
- Solid experience with multi-asset portfolios or mandate-based solutions for UHNW, Family Office, or institutional clients.
- Proven ability to deliver client-facing portfolio insights and recommendations.
- Experience with portfolio analytics platforms such as Aladdin or equivalent is preferred.
- Bachelor’s degree in Finance, Economics, or a related field.
- MBA, CFA designation, or an equivalent advanced qualification is preferred.
Culture & Benefits
- Openness, teamwork, and fairness are emphasized.
- Professional and personal development programmes are available.
- Attractive remuneration and non-financial benefits are offered.
- Opportunities are available within the OCBC Group’s global network of subsidiaries and offices.
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