Portfolio Manager

Portfolio Manager – Family Office

Employment Type: Full-Time

Reporting To: Principal / Investment Director

Industry: Family Office / Investment Management

About the Family Office

We are a private family office managing proprietary family capital across a diversified investment portfolio. Our investment activities include listed equities, fixed income, cash and other strategic investment opportunities, with a particular focus on the U.S. and Singapore equity markets.

We take a disciplined and research-driven approach to capital allocation, combining fundamental analysis, quantitative indicators, market intelligence and active risk management.

We are seeking an experienced Portfolio Manager to take responsibility for portfolio construction, investment execution, risk management and performance monitoring.

Key Responsibilities

1.⁠ ⁠Portfolio Management

• ⁠ ⁠Manage and monitor the family office’s investment portfolio in accordance with approved investment objectives and risk parameters.

• ⁠ ⁠Develop appropriate portfolio allocation strategies across equities, fixed income, cash and other approved asset classes.

• ⁠ ⁠Recommend portfolio positioning based on market conditions, valuation, risk and expected returns.

• ⁠ ⁠Continuously review portfolio exposures and identify opportunities for portfolio optimisation.

• ⁠ ⁠Maintain appropriate diversification while controlling concentration and downside risk.

2.⁠ ⁠Equity Investment & Trading Strategy

• ⁠ ⁠Identify investment and trading opportunities, particularly within the U.S. and Singapore equity markets.

• ⁠ ⁠Evaluate opportunities using fundamental, technical and quantitative analysis.

• ⁠ ⁠Develop clear entry price, target price, stop-loss and exit strategies.

• ⁠ ⁠Monitor earnings announcements, corporate developments, macroeconomic indicators and market sentiment.

• ⁠ ⁠Work with analysts/researchers to translate investment research into actionable portfolio decisions.

3.⁠ ⁠Quantitative & Data-Driven Investment Process

• ⁠ ⁠Incorporate quantitative analysis into the investment decision-making process.

• ⁠ ⁠Evaluate trading signals, momentum, volatility, volume, price action and other relevant indicators.

• ⁠ ⁠Assess the effectiveness of quantitative models through back-testing and actual portfolio performance.

• ⁠ ⁠Maintain appropriate human oversight of model-generated buy and sell signals.

• ⁠ ⁠Continuously refine investment parameters based on market conditions and realised results.

4.⁠ ⁠Risk Management

The Portfolio Manager will have primary responsibility for maintaining investment discipline and protecting family capital.

Responsibilities include:

• ⁠ ⁠Establish position-sizing and exposure limits.

• ⁠ ⁠Monitor portfolio volatility, drawdowns and concentration risk.

• ⁠ ⁠Implement stop-loss and capital-preservation measures.

• ⁠ ⁠Conduct scenario and stress testing where appropriate.

• ⁠ ⁠Monitor correlations between portfolio positions.

• ⁠ ⁠Escalate material investment risks to the Principal promptly.

• ⁠ ⁠Ensure investment activities remain within the family office’s approved risk tolerance.

Capital preservation should remain a core consideration when evaluating potential returns.

Investment Decision Process

The Portfolio Manager will prepare investment recommendations covering:

• ⁠ ⁠Investment thesis

• ⁠ ⁠Entry price

• ⁠ ⁠Target return

• ⁠ ⁠Investment horizon

• ⁠ ⁠Position size

• ⁠ ⁠Key catalysts

• ⁠ ⁠Downside risks

• ⁠ ⁠Stop-loss or exit criteria

• ⁠ ⁠Risk/reward assessment

Material investment decisions will be made within the delegated authority framework established by the Principal/Investment Committee.

Performance Monitoring & Reporting

• ⁠ ⁠Monitor daily portfolio performance and significant market developments.

• ⁠ ⁠Maintain accurate records of investment positions, transactions and realised/unrealised returns.

• ⁠ ⁠Prepare weekly and monthly portfolio performance reports.

• ⁠ ⁠Analyse performance attribution by position, strategy and asset class.

• ⁠ ⁠Compare actual performance against relevant benchmarks and internal targets.

• ⁠ ⁠Conduct post-investment reviews to determine why individual positions succeeded or failed.

• ⁠ ⁠Present portfolio strategy, risks and opportunities to the Principal or Investment Committee.

Research & Market Intelligence

• ⁠ ⁠Maintain a strong understanding of global financial markets, particularly U.S. equities.

• ⁠ ⁠Monitor Federal Reserve policy, interest rates, inflation, economic indicators and geopolitical developments.

• ⁠ ⁠Track company earnings, guidance, analyst revisions and institutional market activity.

• ⁠ ⁠Identify emerging sectors and investment themes.

• ⁠ ⁠Coordinate with external brokers, research providers, investment banks and other professional advisers where appropriate.

Governance & Confidentiality

• ⁠ ⁠Maintain the highest standards of integrity and confidentiality.

• ⁠ ⁠Protect all information relating to family assets, investment strategies and financial affairs.

• ⁠ ⁠Maintain appropriate investment documentation and audit trails.

• ⁠ ⁠Ensure activities comply with applicable internal policies and regulatory requirements.

• ⁠ ⁠Identify potential conflicts of interest and disclose them promptly.

Candidate Requirements

Education

• ⁠ ⁠Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics or a related discipline.

• ⁠ ⁠CFA, CAIA, FRM or other recognised investment qualification is advantageous.

Experience

• ⁠ ⁠Approximately 5–10 years of relevant investment experience in portfolio management, asset management, proprietary trading, investment banking, family office or equity research.

• ⁠ ⁠Demonstrable experience managing or supporting a meaningful investment portfolio.

• ⁠ ⁠Strong knowledge of U.S. equity markets is highly desirable.

• ⁠ ⁠Experience with active portfolio management and short-to-medium-term investment strategies is advantageous.

Technical Skills

The successful candidate should demonstrate strong competency in:

• ⁠ ⁠Portfolio construction

• ⁠ ⁠Equity valuation

• ⁠ ⁠Financial statement analysis

• ⁠ ⁠Fundamental analysis

• ⁠ ⁠Technical analysis

• ⁠ ⁠Quantitative investment analysis

• ⁠ ⁠Risk management

• ⁠ ⁠Performance attribution

• ⁠ ⁠Bloomberg, Refinitiv, FactSet or equivalent market-data platforms

• ⁠ ⁠Advanced Microsoft Excel

Knowledge of Python, SQL or quantitative trading systems would be advantageous.

Personal Attributes

We are looking for an individual who is:

• ⁠ ⁠Analytical and commercially minded

• ⁠ ⁠Highly disciplined in investment execution

• ⁠ ⁠Comfortable making decisions under uncertainty

• ⁠ ⁠Risk conscious

• ⁠ ⁠Able to distinguish investment conviction from emotional attachment to a position

• ⁠ ⁠Independent in thinking while receptive to challenge

• ⁠ ⁠Highly confidential and trustworthy

• ⁠ ⁠Accountable for investment decisions and outcomes

• ⁠ ⁠Able to communicate complex investment ideas clearly to the Principal

Key Performance Indicators

Performance will be evaluated on a combination of:

• ⁠ ⁠Portfolio return

• ⁠ ⁠Risk-adjusted return

• ⁠ ⁠Maximum drawdown

• ⁠ ⁠Capital preservation

• ⁠ ⁠Consistency of investment performance

• ⁠ ⁠Adherence to approved risk parameters

• ⁠ ⁠Quality of investment recommendations

• ⁠ ⁠Effectiveness of portfolio allocation

• ⁠ ⁠Accuracy and timeliness of reporting

• ⁠ ⁠Contribution to the development of the family office’s investment process

Investment performance will be assessed over an appropriate period rather than solely on individual trades or short-term market movements.

Compensation

A competitive remuneration package will be offered based on the candidate’s experience and track record.

The package may consist of:

Base Salary + Performance-Based Incentive

Any performance incentive will take into account both investment returns and risk management, ensuring that compensation is aligned with the long-term preservation and growth of family capital.

Confidentiality

Given the private nature of a family office, the successful candidate will be required to maintain strict confidentiality regarding the family’s identity, assets, portfolio positions, investment strategies, financial information and business affairs both during and after employment.