Junior Portfolio Manager
at AVRIO WEALTH PTE LTD
Singapore, Southeast, Singapore -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 16 Jul, 2024 | USD 7000 Monthly | 17 Apr, 2024 | N/A | English,Trading Software,Finance,Bloomberg,Computer Skills,Financial Planning,Presentation Skills,Investment,Investment Strategies | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.
Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.
Portfolio Manager Job Responsibilities:
- Design and implement investment strategies, processes and policies
- Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements
- Monitor performance and risk of company portfolios
- Prepare performance reports for management, advisors and clients
- Prepare monthly market commentary for distribution
- Review commentary with internal staff for questions and market education.
- Help manage client interactions and communications
- Trade global markets
- Research and present investment strategies
- Identify and cultivate new clients
- Develop and grow a book of business
- Support Avrio’s management, advisors, clients and prospects
REQUIREMENTS, SKILLS, EDUCATION
- CFA (Chartered Financial Analyst)
- Proven work experience as a Portfolio Manager or similar role
- Strong understanding of investment strategies and risk management
- Fluent in written and spoken English
- Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
- Effective presentation skills
- Willing to work for company that is regulated by both the SEC & MAS and comply with stringent compliance requirements
- Master’s degree in business, finance, investment or a related field preferred
Computer skills including MS Office, Bloomberg and trading software
How To Apply:
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Responsibilities:
- Design and implement investment strategies, processes and policies
- Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements
- Monitor performance and risk of company portfolios
- Prepare performance reports for management, advisors and clients
- Prepare monthly market commentary for distribution
- Review commentary with internal staff for questions and market education.
- Help manage client interactions and communications
- Trade global markets
- Research and present investment strategies
- Identify and cultivate new clients
- Develop and grow a book of business
- Support Avrio’s management, advisors, clients and prospect
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Business, Finance
Proficient
1
Singapore, Singapore
