At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group???s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Portfolio Management Support is a team that provides support to the portfolio management teams in the area of account administration, portfolio reports and trade-related duties, including assisting with the order generation, managing currency balances and FX transactions and adding operational control to the derivatives process.
Candidates will be required to be knowledgeable about portfolio management and trading guidelines, regulations, procedures and processes .
Responsibilities 1. Trade-related Support for DPM HK
Pre-trade: Assisting with order generation, performing pre-trade checks, and sending orders for execution. (across approved asset classes and securities)
Cash management / Portfolio FX hedging: Managing currency balances and FX transactions, which include placing FX orders for execution
Resolve trade-related issues with stakeholders such as Operations, Finance and Compliance
Liaison for overseas locations in terms of portfolio management support (e.g. DPM HK)
2. Account Maintenance (APM)
Administrative duties for new accounts such as mandate profile forms, updating & preparing customised mandates.
3. Account Monitoring (DPM HK)
Preparation of reports specific to HKMA regulations
Compliance reporting to PMG Risk and OCBC Finance
4. Enquiry Management Support (DPM HK & APM)
Manage account-related enquiries from Front Office, liaising with Portfolio Managers to ensure timely response.
Liaise, resolve issues, and represent DPM with other departments, including information systems and operations.
5. New Initiatives
Provide support to New project (Blackrock Aladdin) through involvement in user requirements gathering, user feedback and user acceptance testing
At least 3-5 years of relevant work experience at private bank, asset management or fund house.
Strong computer literacy and experience using Microsoft Excel (include macros, pivot tables etc), Word and Power Point
Digital and data skills, knowledge of Bloomberg applications is an added advantage.
Familiarity with portfolio management tools (e.g. TAP) an advantage.
Strong written and spoken English and another language
Team player with initiative. Accuracy and attention to details.