VP of Investments & Strategic Portfolio Management, Family Office

About the Role - VP for Single Family Office (SFO) in Singapore, member of investment team for investments, portfolio allocation, and portfolio performance monitoring, with focus on Strategic Portfolio Management. Key Responsibilities: Strategic Portfolio Management activities: Investment Strategy & Asset allocation - Support development of investment strategy & strategic asset allocation - Conduct and update macroeconomic and thematic research, developing structured views on macro environment and relative attractiveness across multi-asset strategies (PE, VC, Hedge Funds, Credit, Real Estate) - Monitor portfolio performance and rebalancing exposures to ensure compliance with portfolio limits and strategy Risk management - Monitor macro, sectoral and other risks, and analyse implications to portfolio - Provide insights and recommendations to IC Investment team activities: Pipeline management - Manage & track pipeline of investment opportunities against SFO’s mandates/ objectives Due diligence - Access and analyse data room materials for opportunities - Take lead in preparation of Investment Memos – including summary of investments, key risks, target returns, references and other considerations Execution - Lead & support as appropriate execution of investments, including finalizing investment documents and terms, IC final approvals documentation, closing activities Portfolio monitoring and management - Monitor individual investments across asset classes - Montor portfolio level performance against SFO mandate & objectives - Preparing regular updates on investment performances to IC and shareholders, including updated performance reports, valuation, corporate actions, fundraising plans Investment Committee support - Support IC discussions and decision making, including documentation of IC Approvals - Support SFO and IC to manage portfolio overall objective, risk management and portfolio allocation review Job Requirements: - Singapore tax resident - Bachelors or higher qualifications in relevant field of study - Professional qualifications such as CFA, CA, or MBA will be advantageous - Preferred >8 years in investment management or advisory role, either at investment company (PE, VC, Hedge funds) and/or Family Office, and/or advisory firms or banks - Demonstrated experience with leveraging software and AI tools in conducting/visualizing research strongly preferred - Preference for familiarity in private investments & fund investments (PE, VC, Credit)

• Strategic Planning Intern (Asian Investment Banking Division)

  MUFG · Marina South, Central Singapore Community Development Council, Singapore