• Assess and carry out trades for client portfolios, funds, and model strategies.
• Trade equities, bonds, futures, options, structured notes, ETFs, and more.
• Make investments in funds, SMAs, SPVs, VCCs, and other public and private vehicles.
• Take part in operations supervision and settlement procedures.
• Manage the portfolios of SMA, SPV, structured note, and private fund investments throughout alternatives, fixed income, and stocks.
• Develop, implement, and oversee investment plans for our clients while collaborating closely with outside partners, such as regulators, managers, administrators, and custodians.
• Manage clients' portfolios. Make sure portfolios fulfill client objectives by proactively investing in tactics that diversify concentrated positions, hedge risks, and capture tax losses.
• Oversee and direct client meetings. Produce and evaluate content. Commentary by the author.
• Investigate markets, ETFs, stocks, bonds, and managers in-depth.
• Find unique, alpha-producing investment managers outside of the US and oversee due diligence on their tactics
• Communicate with the company's India Platform Team on tasks pertaining to investments.
• Conduct due diligence on exchanges and determine how to obtain the appropriate exposure (e.g. buy on ASX vs. SGX).
• Establish and preserve connections with exchanges, wholesalers, managers, traders, custodians, model suppliers, and outside sales.
• Be a trusted advisor by proactively determining the needs and resolving issues of clients.
• Increase strategy revenue by presenting clients and coworkers with interesting opportunities.
• Increase client revenue by engaging clients and providing intelligent portfolio options.

Requirements:

• The applicant should have worked in the investments industry for 5 - 10 years within the wealth management sector in Singapore.
• Candidates must be productive, have a good work ethic, and clear communicators, take pleasure in collaborating with coworkers, and have a strong interest in public and investments in the private market.