296 Portfolio Management Roles jobs in Singapore

About CGS International

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market-leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International leverages our global and ASEAN insights to offer a range of services including equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products, and prime brokerage services across over 15 countries and regions.

In partnership with its parent organization, China Galaxy Securities, a leading securities firm in China, CGS International is trusted by more than 15 million customers worldwide.

Job Responsibilities:

Investment & Deal Sourcing:

• Identify and evaluate potential investment opportunities across various industries in Southeast Asia.
• Develop and maintain relationships with investment banks, financial advisors, corporate leaders, and entrepreneurs.
• Lead negotiations and structuring of investment deals to ensure favorable terms for the fund.

Due Diligence & Financial Analysis:

• Conduct financial modelling, valuation, and risk assessments for target companies.
• Perform commercial, operational, and legal due diligence to assess investment viability.
• Prepare investment memorandums and present recommendations to the investment committee.

Portfolio Management:

• Monitor and manage portfolio companies, working closely with management teams to drive growth and optimize value.
• Implement strategic initiatives, operational improvements, and financial restructuring as needed.
• Track financial performance to ensure alignment with fund objectives and exit strategies.

Exit Strategies:

• Develop and execute exit strategies, including trade sales, IPOs, and secondary transactions.
• Optimize fund returns through active management of divestments and liquidity events.
• Provide regular updates and reports on fund performance to investors and stakeholders.

Others:

• Assist with ongoing asset management projects on an ad hoc basis.

Job Requirements:

• Bachelor’s degree in Finance, Economics, Business, or related fields; an MBA or CFA is a plus.
• Strong financial modelling, valuation, and deal structuring skills.
• Understanding of investment trends, market dynamics, and regulatory landscapes in Southeast Asia; healthcare and technology sector knowledge is advantageous.
• Excellent communication, negotiation, and relationship-building skills.
• Familiarity with regulatory frameworks in Singapore and Malaysia.
• 5-10 years of experience in private equity, investment banking, management consulting, or asset management.
• Proficiency in Chinese for liaising with Chinese stakeholders.
• Strong organizational skills, attention to detail, and ability to multitask.

We are seeking a seasoned Financial Expert to join our team as an Asset Management Specialist. The ideal candidate will have a proven track record in relationship management within the financial industry and a strong ability to build trust with Ultra High Net Worth (UHNW) clients.

• Clients Acquisition:
• Identify and target potential UHNW clients who align with our profile, developing innovative strategies to expand our client base through networking, referrals, and outreach efforts.
• Client Relationship Management:
• Manage and strengthen relationships with existing UHNW clients, ensuring their financial objectives are met by understanding each client's unique goals, risk tolerance, and investment preferences.
• Investment Advisory:
• Provide customized investment advice and strategies tailored to meet each client's wealth preservation and growth objectives, collaborating with our investment team to design and manage portfolios aligned with client goals.
• Portfolio Management:
• Oversee the daily management of client portfolios, optimizing asset allocation and managing risk to enhance returns.
• Wealth Planning:
• Work closely with clients to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
• Client Education:
• Educate clients on investment options, market trends, and financial planning concepts, preparing and delivering presentations or reports to keep clients informed.

Required qualifications include a Bachelor's degree in finance, economics, or a related field, along with strong communication, negotiation, and interpersonal skills.

This role presents an exciting opportunity to spearhead the management of a diverse portfolio of condominiums and buildings, ensuring seamless operations and exceptional resident satisfaction.

• Effective Portfolio Management: Oversee a collection of small to medium-sized condominiums or designated buildings, guaranteeing efficient administration and adherence to regulations.

• Strategic Planning: Develop and implement tailored plans to meet specific project goals and objectives.
• Leadership: Foster a high-performing team by providing guidance, support, and opportunities for growth and development.
• Communication: Positively interact with residents, contractors, and other stakeholders to ensure effective collaboration and conflict resolution.
• Problem-Solving: Analyze complex situations and devise practical solutions that align with organizational goals.
• Certifications and Education: Possess a degree in Real Estate, Facilities Management, or a related field (preferred) and/or relevant certifications.

• Competitive Salary and Benefits Package: Receive a comprehensive compensation package, including annual leave, medical benefits, career advancement opportunities, and professional trainings provided by relevant institutions.

• Experience: A minimum of 2-3 years in property or estate management, preferably in MCST management (candidates without experience are welcome, as training will be provided).
• Flexibility and Adaptability: Willingness to travel to different locations for project coordination and ability to work independently with minimal supervision.

Job Description:

Are you looking to launch a career in asset management? Our team is seeking a detail-oriented and analytical entry-level professional to assist in the design and implementation of multi-asset class portfolios. This role involves working closely with senior portfolio managers to oversee client portfolios, develop and maintain client relationships, and create investment-related materials for presentations.

The ideal candidate will have a recent graduate degree in Finance, Economics, or Business Administration, strong analytical skills, excellent communication skills, and proficiency in Microsoft Office, especially Excel.

As a member of our team, you will gain comprehensive training in multi-asset class investing, work closely with experienced professionals, and have opportunities for growth and development within the firm.

Required Skills and Qualifications:

• Recent Graduate Degree : In Finance, Economics, or Business Administration
• Analytical Skills : Excellent attention to detail and ability to analyze complex data
• Communication Skills : Strong written and verbal communication skills
• Technical Skills : Proficiency in Microsoft Office, especially Excel

Benefits:

• Comprehensive Training : Gain hands-on experience in multi-asset class investing
• Career Growth Opportunities : Progress within the firm based on performance and business needs
• Collaborative Environment : Work closely with experienced professionals and contribute to a dynamic team

• Wealth Asset Manager ((Junior and Mid-Level)
• Team Leader (Mid-Level with experience)
• Sales Management Trainee
• General Insurance Broker Trainee

• Providing Financial Portfolio Advisory with over 40 insurers partnership.
• HNW and Private Client Wealth Asset Management.
• Business Strategies, Will-Writing, Trust and Estate Planning
• Group and Company Employee Benefits
• Manage Investment AUM with strong Investment Knowledge.
• Risk Management and Wealth Preservation.
• B2C and B2B collaboration.
• Creative mind in Marketing and Social Media knowledge is a plus.
• Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma or Professional Degree in any field.
• Applicants should be Singaporean citizens.
• Experienced sales/advisory experience with the banks and the insurance companies will have added advantage.

• Attractive high package for bankers and experienced candidates.
• Group Medical and Medical GP Card Coverage.
• Monthly Allowance for Wealth Managers.
• Start-Up Income schemes available for qualified candidates.
• Performance-based incentives such as allowance, commission and overseas trips.
• Yearly Performance Bonus.
• Industry and company recognition, e.g. Million Dollar Round Table Award
• Continuous professional development through a comprehensive training and development program
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates.

• Based in Singapore
• Leading buyside firm
• 100% Asset Management role (non-Investment) - Must have Renewable Energy/ Infra sector knowledge, and decent financial modelling skills/ technicals

Responsibilities would include:

• Actively oversee portfolio companies of the firm across APAC region
• Assist in the maximization of value through working with Asset Managers
• Consolidation of valuation and analysis across portfolio companies to produce insightful information to support initiative generation and decision making
• Coordinate annual business planning processes, review performance improvement initiatives and programs
• Monthly and quarterly internal update reports to management regarding each business, comparing actual results against annual and long-term business plans
• Collect information, analyze and prepare materials in support of the development and execution of exit strategies for each portfolio company to realize optimum returns
• Work with the deal team to be a key contributor to the platform due diligence for specific investment opportunities
• Participate in operational reviews including site visits; validate operating cost and capital expenditure assumptions
• Identify value creation opportunities, leveraging benchmarks across existing portfolio companies

Profile of ideal candidate:

• Bachelor's degree in any discipline
• Minimum 7-10 years of relevant Investment/ Asset or portfolio management experience in Renewable Energy or Infrastructure
• Professional, positive attitude and capable of contributing to a dynamic and team-oriented culture
• Direct and insightful in approach, possess the interpersonal skills to quickly gain the respect and support from all stakeholders
• Excellent interpersonal and communications skills (oral and written)
• Good business maturity in interactions

If you are keen to have a preliminary chat, please send me your CV directly to

Data collected is strictly used for recruitment purposes only and will be treated with strictest confidence. Your profile will also only be sent out after seeking your consent.

Due to the high volume of applications received during this period, we seek your understanding that we will only be contacting shortlisted candidates.

Reg. No. R

BeathChapman Pte Ltd

Licence No. 16S8112

In this exciting role, you will be responsible for providing support to the investment team in financial analysis, portfolio management, research and reporting, client interaction, and professional development.

Key Responsibilities:

• Financial Analysis: Assist with analyzing financial assets, tracking investment performance, and evaluating risk.
• Portfolio Management: Help manage and monitor investment portfolios, providing support to clients' investment strategies.
• Research and Reporting: Conduct research on specific industries, develop financial models, and assist with preparing financial reports.
• Client Interaction: Interact with clients, provide investment recommendations, and assist with client events.
• Professional Development: Participate in training programs, gain exposure to investment scenarios, and develop skills in financial analysis and portfolio management.

Required Skills:

• Strong analytical and numerical skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure, meet deadlines, and multi-task.
• Proficiency in financial modeling and market analysis.
• Good understanding of financial markets and investment principles.

Company: Leading Global

Responsibilities:

• Receiving Incoming stock and materials, picking and filling orders Sort, organize and retrieving stock
• Package items and label correctly, scan delivered items and ensure quality
• Report damaged or missing inventory to supervisors Stack and organize large bulk items
• Update logs and documentation for inventory processing Keep neat and clean warehouse premises
• Organize and maintain records of inventories up to date.

Requirements:

• Diploma/college degree or above
• Able to speak Mandarin in order to liaise with Mandarin speaking associates and customers
• Asset management, warehouse management or IDC related experience is preferential
• Basic knowledge about IDC facilities
• Familiar use Office tools such as EXCEL
• Can work under pressure, and accept overtime work sometimes
• Careful, steadfast