Portfolio Manager | Single Family Office | Buy-side & Sell-side

About The Role:
A Single-Family Office in Singapore is seeking an experienced Portfolio Manager to oversee a diversified multi-asset portfolio exceeding $80 million. As the family’s wealth continues to grow, they are looking for a seasoned professional to take full ownership of the investment function and act as a trusted advisor to the Principal.

This is a principal-facing, high-impact role that requires both the rigour of buy-side portfolio construction and the market connectivity of sell-side experience. The ideal candidate is a self-driven investment professional who is comfortable operating with autonomy, building strong relationships with the principal and external partners, and managing a complex, multi-asset book with precision and conviction.

Key Responsibilities:

Portfolio Management & Strategic Asset Allocation

• Take full ownership of a multi-asset portfolio exceeding $80 million, covering public / private equities, fixed income, and mutual funds
• Develop and implement a long-term strategic asset allocation framework aligned with the family’s financial goals, risk tolerance, and return objectives
• Monitor and rebalance the asset mix in response to evolving market conditions, macro-economic trends, and the family’s changing wealth priorities
• Oversee liquidity management and cash deployment strategies across the portfolio to ensure optimal capital efficiency

Investment Research & Manager Selection

• Conduct rigorous fundamental and quantitative analysis across equities, bonds, and fund strategies to identify investment opportunities and manage downside risk

• Leverage buy-side investment discipline alongside sell-side market intelligence to generate differentiated investment insights and portfolio edge

• Evaluate, select, and perform ongoing due diligence on external fund managers and third-party investment mandates, ensuring alignment with the family office’s investment philosophy

• Source new investment ideas and deal flow through established market networks and industry relationships

Reporting & Stakeholder Communication

• Prepare consolidated portfolio performance reports, investment updates, and risk dashboards for the principal and key family stakeholders

• Present investment recommendations, market outlooks, and risk assessments in a structured and decisive manner to support principal-level decision-making

• Serve as a trusted and proactive advisor to the principal, maintaining regular and transparent communication on all portfolio matters
  

Relationship & Operational Management

• Build and manage relationships with external advisors, fund managers, custodians, private banks, and brokers

• Support compliance and governance matters in line with MAS regulatory requirements applicable to the family office structure
• Contribute to the ongoing refinement of investment processes, reporting systems, and operational workflows within the family office

Requirements:

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline
• CFA charterholder or equivalent professional designation is preferred
• Minimum 10 years of investment experience, with a demonstrated track record managing portfolios of $80 million and above
• Have exposure across both buy-side and sell-side roles
• Proven hands-on experience across multiple asset classes including public / private equities, fixed income/bonds, and mutual funds
• Strong understanding of financial markets, investment instruments, and portfolio management principles
• Excellent analytical capabilities, including financial modelling, risk assessment, and asset allocation
• Strong communication and presentation skills, with the ability to explain complex investment ideas clearly to various stakeholders
• Proven track record in managing investment portfolios and delivering consistent performance
• Strong team player with the ability to collaborate effectively across different functions
• High level of professionalism, integrity, and discretion, particularly given the confidential nature of family office environments

EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)

EA Personnel Name & Registration Number: Toh Qiu Wei (R23116260)