Associate Director, Fund Selection & Portfolio Management
Singapore
Oliver James is partnering with an established financial services organisation to appoint an experienced investment professional.
This role focuses on the selection, construction and oversight of portfolios of external funds. You will be directly involved in assessing fund managers, forming investment recommendations and determining how underlying funds can be combined to meet portfolio objectives.
The opportunity would suit someone with substantial hands-on fund due diligence experience and a proven background in fund-of-funds investing.
Key responsibilities
* Conduct detailed investment due diligence on external funds and managers, particularly fixed-income strategies, assessing investment processes, team capabilities, performance drivers and portfolio risks.
* Contribute to fund-of-funds and multi-manager portfolio construction, including underlying fund selection, allocation recommendations, diversification and risk budgeting.
* Undertake ongoing manager reviews, monitoring performance, exposures and changes in investment approach, and recommending appropriate portfolio or manager changes.
* Prepare investment recommendations and review papers, presenting findings clearly to investment committees and senior stakeholders.
* Review fund fees and mandate requirements, supporting discussions and ongoing relationships with external investment managers.
* Work with internal stakeholders to translate investment objectives and portfolio constraints into suitable fund-based solutions.
Experience and requirements
* Typically 10-15 years of relevant investment experience, including substantial direct responsibility for external fund due diligence, manager selection and ongoing oversight.
* Demonstrable experience constructing or managing fund-of-funds portfolios, with clear examples of your personal involvement in underlying fund selection, allocation decisions and portfolio reviews.
* Strong understanding of fixed-income funds, investment strategies and portfolio risk.
* Experience combining qualitative manager assessment with quantitative analysis to form independent investment views and actionable recommendations.
* Strong written and verbal communication skills, including experience preparing investment papers and engaging senior stakeholders.
* The ability to work independently and take ownership of detailed investment research and portfolio analysis.
* Proficiency with investment research and analytical tools such as Bloomberg and Morningstar Direct. CFA qualification would be advantageous.
Relevant backgrounds may include institutional investment management, private banking, discretionary portfolio management, multi-manager asset management, pension funds or university endowments.
Application
Please apply with your CV, highlighting the fund strategies you have assessed, the due diligence work you have personally undertaken, and your responsibilities in constructing or managing fund-of-funds portfolios.
