Full-timeFinance & accounting· Posted 21 May

Senior Associate, Assistant Portfolio Manager, Discretionary Portfolio Management…

DBS BankFrom company site

Salary

Not stated by the company

When

Full-time hours

Where

SingaporeDBS Asia Central

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Start: Not stated
Work mode: On-site
Experience: Some experience

About the role

This role supports the Discretionary Portfolio Management team within Private Banking, helping Portfolio Managers put investment strategies into practice across client portfolios. It suits someone with early banking or investment operations experience who is comfortable with trade processing, account administration and internal coordination.

What you'll do

Plan and place trades across several asset classes for DPM clients in a timely and accurate manner
Carry out trade allocation and FX transactions so trades settle properly

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Make sure accounts are set up correctly

Update investment and operating parameters of accounts when client instructions come in

Handle account closures, including liquidation or transfer, and outstanding fee payments

Liaise with Assistant Relationship Managers and the Operations team on account opening, closure and information requests

Maintain spreadsheets tracking portfolio activity such as asset allocation, tactical asset allocation checks, currency exposure, concentration risk, client restrictions, trades done and performance against long-term objectives

Maintain client records and follow up on outstanding documentation

Prepare account performance reviews

Coordinate and take minutes at investment meetings

Follow up on all regulatory reporting daily

Good to know

Based at DBS Asia Central in Singapore - Central
Regular schedule, full-time employee status

Requirements

Bachelor's degree
At least 1-2 years of relevant experience
CFA Level 1 certification
Knowledge of modern banking solutions and system architecture
Basic banking and operational knowledge
Knowledge of risk management, credit, operations, finance, compliance and controls

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DBS Bank

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Senior Associate, Assistant Portfolio Manager, Discretionary Portfolio Management…

About the role

What you'll do

Good to know

Requirements

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