Total 6,093 Finance / Banking / Insurance job vacancies in tanah merah harbourfront and marina bay

Company’s Profile
Julian Grey’s client is a solution provider for security and enterprise applications.

Responsibilities

• Analyze financial statements monthly, reporting variances
• Tax computations for ECI, handle tax queries and review GST filings
• Coordinate with Corporate Secretary, Auditor, Tax Agent
• Monitor project KPIs and manage project budgets
• Submit quarterly, biannual, annual surveys and assess loan/lease agreements
• Ensure adherence to accounting policies and statutory mandates.
• Credit assessments for debtors and creditors.

Requirements

• Strong analytical skills with meticulous attention to detail

Follow us for more updates, interview tips!
https://www.instagram.com/juliangreygroup/
https://www.linkedin.com/company/juliangreygroup/
https://www.facebook.com/juliangreygroup/
Our telegram channel for job opportunities - https://t.me/jobopportunitiessg


Interested Applicants
Please WA Bryan Tay @ 97559161
Shortlisted Candidates will be notified

Bryan Tay Reg No. R23112463
Julian Grey Corporate Advisory Pte. Ltd.
EA License No: 19C9568

Do you want to work with data and analytics in the biggest sovereign wealth fund in the world? Do you want to join a team that sits at the heart of the fund's core processes and pioneers the use of cloud technology and analytics to find the most efficient way of supporting our investments? Then we have the job for you!

As the successful applicant you will be part of the team that operate and develop the fund’s data processes and ensures the whole organisation has good quality data available for investment, trading, compliance, and risk management purposes.

To find and implement new investment opportunities, the fund is always on the lookout for new data, and you will work closely with internal teams and data vendors to implement new data requirements. As a team we are always on the lookout for improvements to our data processes and controls and look forward to your contribution to this work through applied information technology.

Norges Bank Investment Management has a performance culture, and we believe in delegation. You will be given the opportunity to excel and to make an impact. We would like you to grow into this role and develop with the team.

The position is in Singapore and will report to the Head of Data Core. Some travel should be expected.

What you will do

This is a collaborative environment conducive to working on some of the following tasks:

• Develop, support, and manage data loads into and between the fund’s main systems
• Ensure we as a team operate with sound data quality processes and that the fund’s functions have good quality data available every day
• Further develop the fund’s data warehouse and other data and analytics solutions
• Follow-up external data providers to ensure best-market practice and efficient processes
• Contributing to the development of internal tools and models using the latest available technology including cloud-based services
• Implement automation and identify process improvements for the team and across the organisation

What you need

• Bachelor’s or preferably a Master's degree with strong academic records
• Previous experience from the financial industry would be an advantage but not a requirement. Newly graduated candidates are encouraged to apply.
• Strong interest in data science and analytics
• Development skills including SQL, data analytics and cloud computing tools

Who you are

• International curious mindset with an eagerness to learn and ambition to excel
• Analytical creativity and intellectual curiosity with a strong attention to detail
• Proactive and self-driven work style and a good team player
• Excellent collaboration and communication skills with proficiency in written and spoken English.

What we offer

Our core values of excellence, innovation, integrity, and team spirit underpin our culture and how we operate across all our offices. We collaborate and share information within our organisation which consists of 37 nationalities. English is our common working language. Our organisation is grounded in trust, high ethical standards, a flat hierarchy, and diversity. We aim to increase the share of women to exceed or match the industry average across all functions. Norges Bank Investment Management is committed to ensuring Equal Opportunities for all employees.

Entity: Allianz Insurance Singapore

This is a contract role. We are seeking a customer-focused individual to join our team as a Customer Service Representative for Commercial General Insurance policies. As a Customer Service Representative, you will be responsible for handling inbound customer queries, providing exceptional service, and resolving customer concerns promptly and accurately. Your primary objective will be to ensure customer satisfaction and maintain strong relationships with our valued clients.

Responsibilities:

• Attend to all customer enquiries and requests via all communication channels promptly and professionally
• Manage and resolve customer complaints and escalate when necessary to provide appropriate solutions and alternatives
• Process policy renewals, cancellations and reinstatements accurately, adhering to company guidelines and regulatory requirements
• Maintain accurate and up-to-date customer records and policy documentation in the company’s database
• Collaborate with other departments including underwriters, claims and finance to ensure smooth operations and fast turnaround times
• Build and maintain strong relationships with customers by delivering exceptional service and demonstrating professionalism, and integrity.

Capabilities and Qualifications:

• Diploma / Degree in any field
• GCE ‘O’ Level, ITE or SPM holders with relevant experience will be considered
• Minimum 3 years of experience in General, Health and Life Insurances
• Possess certifications in HI, BCP, PGI, and Comm GI
• Prior experience in customer service or insurance-related roles is preferred
• Possess knowledge and understanding of the service to sale model
• Ability to work independently and collaboratively in a fast-paced environment
• Excellent problem-solving and analytical abilities to address customer concerns and find appropriate solutions
• Excellent customer service phone etiquette
• Strong verbal / written communication skills with the ability to listen actively and respond appropriately to customer needs
• Minimum 1 year experience in start-up companies is preferred

Benefits Summary:

• Up $2600 + Bonus + Benefits
• 5 Days work week
• Working Location: Transport Provided at Tuas MRT Station

Responsibilities:

• Processing and preparing financial statements
• Handle on audit schedule and bank reconciliation
• Creating invoices to send out, as well as following up with clients on any necessary paperwork
• Prepare quarterly GST reporting
• Any ad-hoc duties as required

Interested candidates, please submit your updated resume in MS format by using the Apply Now Button.

Follow us on Facebook for more info:

https://www.facebook.com/EC-Recruitment-Pte-Ltd-113771667194961/

Text us on for more details:

https://wa.me/6582693981

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https://t.me/ecrecruitment

Our dedicated and approachable E&C consultants will get back to you soon for a confidential discussion.

By submitting your application or resume to us, you will be deemed to have agreed and consented us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

**We regret to inform that only shortlisted candidates would be notified. **

Role Responsibilities

Key responsibilities are:

· Assisting with strategic planning including the development and production of strategic plans, management reviews, performance updates and associated research, analysis, and presentation

· Facilitating and execution of the organisation strategy & change management initiative

· Creating vendor management framework and resourcing strategy

· Review location concentration risk and revise Location strategy taking into account the product market roll out for better client support coverage

· Supporting discussions and decision-making at various forums / committees attended by Cash CIO

· Support Cash CIO in identifying, designing & implementation of continuous improvement opportunities in every aspect of our business – constant adaptation to clients’ changing needs; focus on efficiency and productivity; and ongoing investments in our core capabilities.

· Support Cash CIO to oversee efficient and prioritised delivery of investment portfolio

· Enable our operational capability in a manner than we are constantly listening to our clients, and then continuously testing, enhancing, and personalizing the client experience.

· Support Cash CIO in enabling a culture where operations function leads an adoption focused mindset on optimizing and automating business processes, particularly with the needs of our clients in mind

Strategy

· As a key member of the Management team, drive the implementation and execution of the Operational Excellence agenda in CCIB to deliver an operationally efficient, low-friction organisation.

· Establish and maintain a highly engaged working relationship with shared accountability across businesses/functions.

· Vendor management, accountable for vendor management framework and work closely with strategic vendor in resourcing and upskilling

· Location strategy, determine the concentration risk and create remediation plan working alongside Cash Technology management team.

· Transformation and Change management strategy. Leading overall strategy, planning, and execution of programs of work to support Cash Technology aligned to strategic Agile transformation.

· Determine and ensure optimal cost of delivery of programs.

· Work with the domain teams to ensure processes and controls are suitable to enable building and maintaining sustainable, well-controlled business solutions. Ensure transparency and appropriate escalation of material risks through relevant governance processes.

· Continually evaluating services on Fit for purpose and run streamlined remediation programs with focused outcomes aligned to business and client priorities and risk reduction.

Business

· Establish and maintain a highly engaged working relationship with shared accountability across businesses/functions

· Ensure traceability and clear metrics to demonstrate the achievements delivered.

· Identify and implement improvement opportunities within Cash Tech and associated functions.

· Trusted advisor to the business. Work hand in hand with the Business, taking product programs from investment decisions, into design, specification, and solution phases, all the way to operations on the ground and securing support services from other teams. The term “Product” is used here in a generic sense to describe the required capabilities. It includes capabilities that are needed to meet regulatory requirements as well as capabilities for supporting “internal clients”.

· Support respective businesses in the commercialisation of capabilities, monitoring of usage, improving client experience, and collecting defects for future improvements.

· Manage business partner expectations. Ensure delivery to business meeting time, cost and with high quality

Processes

· Responsible for business delivery aligning to SCB defined technology, Agile principles and project management processes & frameworks and customizing such to specific Transaction Banking needs where required

· Responsible for overall governance of Catch projects & programs that includes financial management, risk management, representation in steering committee reviews and engagement with business for strategy, change management and timely course correction as required

· Support Business Operating Models, Standards, Finance, Risk Controls and compliance with regulations

· Inculcate the Group’s values and code of conduct in the Transaction Banking Technology Team to ensure adherence to the highest standards of ethics and compliance to relevant policies and processes

People & Talent

· Lead through example and build the appropriate culture and values. Sets appropriate tone and expectations for their team and work in collaboration with risk and control partners.

· Employ, engage and retain high quality people such that Transaction Banking Technology is skilled and experienced to deliver its obligations.

· Ensure the provision of ongoing training and development, ensure that direct reports are suitably skilled and qualified for their roles and that they have effective supervision in place to mitigate any risks.

· Foster a culture of innovation, transparency and accountability in Transaction Banking technology while promoting a “business-first” mentality at all levels

· Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives.

· Create a motivational and challenging environment for staff which is conducive to creativity and performance with customer centricity in mind

Risk Management

· Responsible to define robust control and governance framework across Cash to improve proactive execution of our risk and control actions and initiatives.

· Support the CIO in ensuring appropriate articulation of Cash Technology ’s plans and actions for risk governance forums such as NFRC, Cash RRA. Maintain complete visibility of risk rating and impact to technology.

· Liaise with cash technology heads to build a mechanism of analysing the issues and sharing impact assessment.

· Participate in relevant Technology projects and initiatives to bring proactive risk management focus, provide the right client focus by proactively looking at issues impacting client and running remediation programs.

· Performing strategic assessment of the benefits and potential value generation of the IT services right from conception through investment, execution and BAU stage

· Engage consistently with business, technology and operation teams for Cash Technology throughout the whole lifecycle of Tech investments and stay aligned to the overall roadmap and strategy of the bank.

· Proactive in monitoring and seeking regular assurance that the areas of responsibility and teams are performing to an acceptable risk and control standard.

· Work towards the elimination of non-standard processes and systems that contributes to high operational risk.

Governance

· Familiarise with key policies (on delegated authorities, T&E, G&E, Block Leave, Handbook etc.) and actively managing and review process to ensure policies are adhere to.

· Manage corporate governance matters as required

· Ensure “housekeeping matters” are in order such as completion of mandatory team elearning, trainings, job objectives completed etc.

· Embed the Group’s values and code of conduct in the Cash Technology Team to ensure that adherence with the highest standards of ethics and compliance with relevant policies, processes, and regulations among employee’s form part of the culture.

· Ensure compliance with the highest standards of regulatory and business conduct and compliance practices as defined by internal and external requirements. This includes compliance with local banking laws and anti-money laundering regulations and guidelines.

· Awareness and understanding of the regulatory requirements and expectations relevant to the role.

· Partnering with relevant stakeholders, responsible for ensuring that the WoW are followed, and the relevant artefacts are delivered on time with quality, in adherence to the development methodology/approach.

· Knowledge and understanding of Governance processes, especially on the controls and policies.

· Defines, enhance and drive a transparent service excellence & governance model with clear accountabilities.

· Plan and participate in change governance forums as needed

Regulatory & Business Conduct

· Display exemplary conduct and live by the Group’s Values and Code of Conduct.

· Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Internal

· TB MT

· Cash MT

· TB COOs

· CCIB Cash Product Management Heads

· CCIB Tech MT

· Finance

· Human Resources

· TB Corporate Affairs Brand & Marketing

· TB Business Communication partners

External

· Strategic Vendor for resourcing

· Vendor for Infrastructure

· Regulators (as applicable)

· Relevant industry groups and professional bodies

Other Responsibilities

· Embed Here for good and Group’s brand and values in Singapore CCIB TB Cash Technology team Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats);

Our Ideal Candidate

· 15+ years of experience in large scale technology program within the banking or financial services industry

· Strong knowledge of Cash Management desired

· Excellence resource and vendor management skills

· Effective communication and stakeholder management skills

· Education - University degree in Computing Science, Engineer, Business or related field

· Certifications - PMP, Luma Human Centre Design, Agiled

Role Specific Competencies

· Change / Project Management

· Stakeholder Management

· Communication & Presentation Skills

· Operational Risk

· Strategic Thinking

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations

· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum

· Flexible working options based around home and office locations, with flexible working patterns

· Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

· A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning

· Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

JOB SUMMARY

· We are looking for a dynamic individual to join the Product and Platform Management team, an integral part of the Group Advisory and Managed Investments team (Wealth Management) within Standard Chartered Bank.

· Group Advisory and Managed Investments team covers Funds, Alternative Investments and ETFs and owns the approval process for these products across the retail and private bank segments. The Product and Platform Management team in turn supports the Global Advisory and Managed Investments team for primarily non due diligence matters.

· This is a Director (Band 5) role, based in Singapore, with a hybrid WFH + WFO setup.

RESPONSIBILITIES

Project Management

· Support and assist the team in all projects related to Managed Investments.

· Key responsibility and oversight for the Standard Chartered Funds VCC project, from end-to-end perspective.

· Standard Chartered Funds VCC is the first SC branded fund vehicle domiciled in Singapore that will be used to host underlying sub-funds that will be distributed exclusively for SC clients (AI/PI equivalent).

· Responsible for the fund operational workflow between investment manager and fund custodian, transfer agent / fund administrator.

· Monitor and manage all service provider relationships relating to Standard Chartered Funds VCC, including internal governance requirements.

Alternatives Funds Onboarding

· Support and assist the team in the onboarding of Alternatives funds, including fund setup, operational queries and general administrative matters pertaining to Alternatives funds.

Sales Data Management

· Assist in the collation of all Managed Investments sales, revenue and AUM data collation and dissemination.

· Ensure timely publication of performance/sales trends data of the Managed Investments business to internal/external stakeholders.

· Work closely with key fund partners to manage the sales data required for business meetings as well as for senior stakeholders.

Regulatory & Business Conduct

· Display exemplary conduct and live by the Group’s Values and Code of Conduct.

· Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

· Lead the Product and Platform Management Team to achieve the outcomes set out in the Bank’s Conduct Principles

· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

· Product teams, Legal, CFCC, COO teams

Other Responsibilities

· Embed Here for good and Group’s brand and values in Singapore/Wealth Management/Group MI; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

· 10+ years of experience in the wealth management/asset management industry.

· Experience and strong knowledge of fund launch cycle (from product development to fund launch) will be required.

· Experience with transfer agent / fund administrator related work is a strong plus.

· Able to work independently to solve critical issues.

· Competent in Excel, Powerpoint, with keen eye for preparing presentation decks.

· Experience with utilising Lipper, Morningstar, Bloomberg databases

· Communication and analytical skills is paramount

· Meticulous and attention to detail is key

· Enjoy working in a challenging, fast paced environment

Role Specific Technical Competencies

· Products and Processes

· Market Knowledge

· Product Management Experience in Mutual Funds

· Expertise in Sales Management Reports

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations

· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum

· Flexible working options based around home and office locations, with flexible working patterns

· Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

· A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning

· Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

· Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Company’s Profile
Julian Grey’s client is a solution provider for security and enterprise applications.


Responsibilities:

• Process invoices, ensuring accurate matching with PO and GRN, handling miscellaneous invoices.
• Execute monthly payments and manage accruals.
• Review Sundry Creditors, AP aging reports, follow up on vendors' Statements of Accounts and audit confirmations.
• Prepare monthly P&L schedules, verify staff expense claims, assist in annual audit.

Requirements

• Experience with ERP system, EPICOR expertise is advantageous.

Follow us for more updates, interview tips!
https://www.instagram.com/juliangreygroup/
https://www.linkedin.com/company/juliangreygroup/
https://www.facebook.com/juliangreygroup/
Our telegram channel for job opportunities - https://t.me/jobopportunitiessg


Interested Applicants
Please WA Bryan Tay @ 97559161
Shortlisted Candidates will be notified

Bryan Tay Reg No. R23112463
Julian Grey Corporate Advisory Pte. Ltd.
EA License No: 19C9568

Responsibilities

• Ensure compliance with bank Policy and Standards, relevant laws, regulations, controls, and procedures of the Bank
• Perform CDD/KYC/Compliance checks by conducting various Bank's internal searches
• Liaising with the front office, back office and clients on AML/KYC documentary requirements
• Provide advice and support on Compliance duties
• Ad-hoc duties to any work-related tasks as stipulated by the Compliance Manager

Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Business Performance Lead.

Principal Responsibilities

• Responsible for identifying and executing optimizing direct and indirect cost in the Cards business across 9 markets within Asia
• Collaborate with market teams, marketing, finance, operations, underwriting and others to understand and optimize costs and drive profitable growth
• Improve visibility to cost drivers and identify optimization opportunities. Optimize technology investment budget call out cost risks / opportunities
• Conduct cost review across markets and identify improvement opportunities
• Conduct variance analysis and help prepare for strategic review of the businesses
• Monitor, manage, and mitigate non-financial risks of the business
• KPIs: CER, CPA, Transaction Margin, and other Cost efficiency improvement metrics

Qualifications

• An accredited Degree/Diploma Holder
• Consumer financial services industry experience and strong understanding of unsecured asset businesses
• Practical experience across multiple markets and/or in a regional role covering diverse markets in Asia
• Strong experience in maximizing Cards P&L in financial services industry
• Background in running multi-market cost initiatives

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

https://hsbc.taleo.net/careersection/external/jobdetail.ftl?lang=en_gb&job=0000JUKL&src=DM-21153

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Video URL - External

https://www.youtube.com/embed/zjrWwmYbXqo

Asia-Pacific Department

We are now seeking an experienced professional to join the team.

Your key roles & responsibilities include:

· Contribute to international policy making to realize a low-carbon society based on Japan's decarbonization policy, Mizuho's sustainability strategy, local environment and credit policy.

· Establish alliances with leading players to build complementary relationships in APAC countries in order to realize decarbonization in Japan and APAC.

· Collaborate with government authorities, such as MAS, to promote projects such as coal-fired power generation retirements and creation of carbon credit market.

· Communicate and coordinate with Asia-Pacific offices, other overseas regions and Japan to promote sustainable finance and transition finance through the establishment of an incentive and evaluation framework that drives Asia-Pacific region.

· Prepare and submit reports to managements in Asia-Pacific and Japan (Head office) in both English and Japanese language.

What you should have:

· A Master's degree.

· At least ten years of experience in banking industry and corporate finance

· Strong understanding of a wide range of banking products, such as project finance and deep knowledge of energy industry.

· The ability to work in a team as well as strong verbal and written communication skills are attributes which will help the candidate perform well in this role.

· Business-level proficiency in both the English and Japanese languages will be advantageous as you are required to communicate, read and understand as well as respond and present in these two languages to management in Asia-Pacific and Japan (Head office).

· Strong understanding and affiliation to Japanese financial industry with relevant network will be advantageous.

Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Contact Centre Business plays a central role in maintaining our reputation as a leader in banking in Hong Kong. It serves as a vital channel in ensuring successful business development while addressing customers’ different financial needs and delivering quality banking service to our millions of customers through multiple touchpoints including inbound and outbound calling activities. The value of Contact Centre Business continues to grow as it cultivates collaboration and improved financial services provision across a broad range of our business areas.

We are currently seeking a high calibre professional to join our team as a Sales and Retention Consultant.

Principal Responsibilities

• Engage new and existing customers via non face-to-face channels on their loan and credit card needs
• Identify and recommend the best loan and cards arrangement base on customer needs
• Supported by digital journeys, to assist customer to complete the application and onboarding process
• Deliver consistent and best-in-class customer service
• Meet HSBC compliance and control standards

Qualifications

• Fluency in English with excellent communication skills
• Highly motivated individuals who are target-driven and disciplined
• Possesses initiative and able to work independently
• Pleasant, optimistic and able to build rapport with customers quickly
• Basic computing skills like Microsoft word, Excel etc
• Prior sales experience would be advantageous but not essential

To be considered for this role, the relevant rights to work in Singapore is required.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

https://hsbc.taleo.net/careersection/external/jobdetail.ftl?lang=en_gb&job=0000JUQ9&src=DM-21153

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Video URL - External

https://www.youtube.com/embed/zjrWwmYbXqo

Account Documentation (Client Onboarding Swiss Private Bank)

6 months

Main Responsibilities

• Process and review account documentation for SG-booked, CH-booked and HK-booked accounts

• Full review of account opening documentation for SG-booked accounts

• Review of account opening documentation for CH and HK-booked accounts based on. SG rèquirements

• Review of account documentation for periodic review of SG, CH and HK-booked accounts

· Input / validate client static data in systems

• Handle client documentation and system maintenance for structure changes and updates

• Onboarding, updates and periodic review of Business Introducers and Independent Asset Managers

• Attend to queries from Front Office on client account documentation issues

• Assist in preparation of periodic reports and statistics

• Process CRS & FATCA forms

• Other adhoc tasks and projects

Requirements

• Have at least 5 - 8 years of account documentation review experience in Private

• Banking

• Strong interpersonal and communication skills

• Team player and able to work independently under tight deadline pressure

Salary: $5000 - $7000

Location: CBD

Working hours: 9-6 pm mon-fri

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24018

Tel: 6233 0450

WA: 87555290

Bryan Huang (R22104680)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Bryan Huang | Registration No: R22104680

This role is required to perform outbound contact engagement to Allianz's bank partner customers to promote general insurance products.

Responsibilities:

This role has a blend of skill sets in both customer service and sales. The focus is on customer service excellence to ensure claims and product benefits/processes relating to claims are correctly articulated.

• Conduct outbound calls to promote products with clear product knowledge to existing and potential customers of our business partners
• Upsell / cross-sell GI insurance products & retain customers based on customers’ needs
• Ensure all sales calls comply with all quality standards and regulatory requirements
• Contribute to sales efforts to attain business sales goals
• Perform system UAT from time-to-time and devise process workarounds if needed
• Contact customers for renewal and recovery procedures
• Any other duties as and when deemed necessary to improve/enhance customer experience

Requirements:

• Minimum O’level / Diploma. SPM holders with related experience would be considered
• At least 1 year of contact centre or 6 months of telemarketing experience in GI sales
• Must possess certifications in HI, BCP, PGI, and Comm GI
• Ability to work under stress and highly productive sales environment
• Highly motivated to achieve targets
• Possess good interpersonal & communication skills
• Possess sufficient computer competency such as basic MS office software applications
• Meticulous, responsible, systematic and preferably with prior experience from telesales and customer service

General Services Support

1 year Contract Bank Office Admin

Details of Job responsibilities:

• Provide car maintenance support to ensure bank car is always fuel and ready for use( requires driving licence)
• Arm/disarm office alarm in the mornings and on weekends in necessary for contract cleaners or vendors

· Attend to errands and hand-dispatch requests by staff

• Daily collection of incoming mails from post box, newspapers and periodicals for dispatch to respective departments and to prepare circulation slips for SWIFT and other periodicals.
• Receive, send, circulate, archive and file incoming and outgoing faxes for the office.
• To send outgoing mails/registered mails to Post Office as and when required.
• Shredding of unwanted documents in the shredding bin.
• Replenish copier papers, pantry supplies, mineral water and coffee beans and taking care of the coffee machine and to ensure cleanliness in the pantry.

· Ensure office stationery such as letterheads, envelopes, copier papers, toners and cartridges are well stocked or request for procurement.

· Serve as back-up for Receptionist in her absence and work closely with her as a team

· Complies with all internal policies and procedures as well as the relevant laws and regulations, ethical standards at all times.

Salary: $1700 - $2000

Location: CBD

Working hours: 8am to 1pm – 5 hours daily Mondays to Fridays.

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24022

Tel: 6233 0450

WA: 8755-5290

Bryan Huang (R22104680)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Bryan Huang | Registration No: R22104680

Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Growth Lead.

Principal Responsibilities

• Responsible for identifying and executing optimizing revenue and contra revenue in Cards and Unsecured Lending businesses across 9 markets within Asia
• Collaborate with market teams, marketing, distribution, portfolio management, analytics teams, and others to drive revenue initiatives
• Improve visibility revenue drivers and identify optimization opportunities
• Optimize investments in business initiatives call out cost risks / opportunities
• KPIs: NIM margin, NFI margin, YOY Revenue growth, and market share

Qualifications

• An accredited Degree/Diploma Holder
• Consumer financial services industry experience and strong understanding of unsecured asset businesses
• Practical experience across multiple markets and/or in a regional role covering diverse markets in Asia
• Strong experience in maximizing Cards P&L in financial services industry.
• Product management experience with keen understanding of customer experience drivers
• Background in running multi-market revenue and growth initiatives

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

https://hsbc.taleo.net/careersection/external/jobdetail.ftl?lang=en_gb&job=0000JUKR&src=DM-21153

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Video URL - External

https://www.youtube.com/embed/zjrWwmYbXqo

12 months contract

Salary $10,000 per month

Experience in Payments ( FAST, GIRO and PayNow)

6-10 years of experience

You will be part of the Payments product team and execute initiatives in following areas:

• There are several MAS led initiatives under payment transformation- such as cheque sunset, Electronic Deferred Payment, FAST 2.0 which require timely execution from requirements till implementation.
• International Payments: Commercialise Global Money with focus to increase FX revenue and execute group led enhancements for better customer proposition.
• Domestic Payments: Lead migration to digital payments, reduce paper.
• Fraud mitigation: MAS mandated items to be completed in addition to in-house tuning of fraud control rules.

Principal responsibilities

• Identify business opportunities and gaps to exploit in order to achieve competitive edge in the retail banking payments and remittances business across both domestic and international payments.
• Manage current and future payments initiatives and projects.
• Work closely with local, regional, and global stakeholders to ensure successful deliveries.
• Own and coordinate regulatory reporting and collateral.
• Attend industry and regulator meetings when required.
• Assist in product governance related matters.

Preferred experience

Incumbent should have 6-10 years of industry experience in transaction banking area. Knowledge of payments, is desirable while ability to independently execute a project with minimal supervision will be advantageous.

• Degree holder with some years of relevant experience
• Background in domestic (FAST, GIRO, PayNow) and international payments routing (SWIFT)
• The incumbent must be a strong communicator and who thrives in a dynamic environment with strong stakeholder management skills.
• Must be comfortable working with data and number crunching.
• Experience in data

About this role:

Wells Fargo is seeking a Graduate Analyst to join our Markets team in Singapore. Lean more about the career areas and lines of business at wellsfargojob.com.

In this role, you will:

• Responsible for the introduction, marketing, and sale of Wells Fargo's products (including Rates and FX or Fixed Income).
• Work together with the team to achieve targeted revenue goals on an annual basis.
• Bring in and develop new clients to Wells Fargo platform.
• Support the team in terms of sending daily commentary, runs, axes, and research.
• Generate periodic reports to assist management on strategy planning and business reviews.
• Mobilize and coordinate existing resources within Wells Fargo to facilitate Wells Fargo’s objective, e.g. setting up calls with senior personnel of target clients and arranging business events for senior team members.
• Work with other departments (i.e. trading, sales support, client service, marketing, legal, compliance) to ensure that all clients requests, inquiries, post trade issues are managed effectively.
• Proactively solicit client feedback regarding new issues, initiatives, and future product development.
• Manage account opening process and coordinate with internal teams to complete the process.
• Assist in maintaining relationships and keep up to date on global political, economic, and financial trends.
• Keep abreast of new or amended regulations and development of foreign or designated markets and advise Manager of any changes which may affect the decisions and planning in the trading/investment activities.
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, compliance, and risk management requirements for the Securities Sales area.
• Maintain the highest standards of attention to detail and professionalism.

Desired Qualifications:

• Successfully complete an undergraduate degree between December 2023 – June 2024. This is a future position to start in July 2024.
• With Rate and FX / Fixed Income sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education.
• Superior communication, interpersonal, and presentation skills.
• Highly self- motivated; ability to work individually and within a global team.
• Thorough understanding of the investment management process.
• Excellent commend in spoken and written English proficiency in Chinese is a plus.

Interested candidates are invited to complete the application submission on Wells Fargo career portal. We will only contact shortlisted candidates from Wells Fargo career portal

Responsibilities:

• Responsible for full set of accounts including management of financial records, general ledger maintenance, AP and AR.
• Prepare and analyse accurate monthly financial reports, including balance sheets, income statements, and cash flow statements.
• Conduct credit assessments and evaluations for new and existing clients, ensuring compliance with credit policies and risk management guidelines.
• Actively monitor and manage overdue accounts, implementing effective credit control strategies to minimize risk and maintain client relationships.
• Be involved in Debt Recovery for overdue client accounts and liaising with internal departments to resolve outstanding invoices and payment discrepancies.
• Ensure compliance with local financial regulations and tax requirements, preparing and submitting necessary documentation.
• Responsible for the budget planning, and supports the executive management team by offering insights and financial advice
• General management of the team in terms of monitoring and access eligibility of disbursement and internal claims.

Requirements:

• Degree Holder, those with CPA certification would be treated as priority.
• Experience in budget planning and final account management
• Strong understanding of financial regulations, tax requirements, and credit policies.
• Team management skills is essential in this role.

We apologize that only shortlisted candidates will be contacted. Thank you

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA Registration No. R1653100 (Goh Jia Zhen Crystal)

Company’s Profile
Julian Grey’s client is a solution provider for security and enterprise applications.

Responsibilities

• Analyze financial statements monthly, reporting variances
• Tax computations for ECI, handle tax queries and review GST filings
• Coordinate with Corporate Secretary, Auditor, Tax Agent
• Monitor project KPIs and manage project budgets
• Submit quarterly, biannual, annual surveys and assess loan/lease agreements
• Ensure adherence to accounting policies and statutory mandates.
• Credit assessments for debtors and creditors.

Requirements

• Strong analytical skills with meticulous attention to detail

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Our telegram channel for job opportunities - https://t.me/jobopportunitiessg


Interested Applicants
Please WA Bryan Tay @ 97559161
Shortlisted Candidates will be notified

Bryan Tay Reg No. R23112463
Julian Grey Corporate Advisory Pte. Ltd.
EA License No: 19C9568

Accounts Opening Compliance Officers (private bank)

12 months contract

Responsibilities:

• Primarily responsible for KYC and client on-boarding as well as training on this topic

• Identify and rectify control weakness through ongoing review/monitoring of the AML/S/CFT/ABC control framework from group and local regulatory requirement perspective

• Conduct all necessary regular reviews and surveillance on Compliance and AML/CFT/ABC controls framework, including but not limited to client acceptance, periodic review process, transaction monitoring, payment filtering & client screening clearance, timely STR filing and maintenance of register, business activities/processes, enterprise-wide risk assessment, high risk transactions reviews, etc.

• Assisting management and Head of AML and Head of Compliance Singapore in their prime responsibility to comply with all relevant AML/S/CFT/ABC policies and procedures, from group guidance & local regulatory perspective, to ensure the local office has effective control framework with ongoing reviewing /testing programs in place

• Prepare working papers and draft monitoring reports for review; follow up and monitor clearance of issues

• Assist Head of AML and Head of Compliance, Singapore and the Compliance team in any other work matters such as Monitoring & Surveillance or General Advice.

• Involvement in ad hoc special work projects as and when required

• Assist in the preparation and submission of compliance/regulatory reports for management, regulators, auditors, etc.

• Conduct AML/CFT training, keep up to date with implementation of new or revised regulations and update bank staff of the same

• Assist in preparation of material for Compliance training

• Assist in audits and inspections, and investigations where required

Competencies:

• Basic bachelor degree

• 8-10 years of relevant experience in general compliance and financial crime compliance

• A keen interest to learn and perform general compliance matters

• Able to provide alternative solutions to business

• Motivated and innovative; able to handle issues and resolve challenges in collaboration with colleagues

Salary: $7000 - $10000

Location: CBD

Working hours: office hours 5 weekdays

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24024

Tel: 6233 0450

WA: 87555290

Bryan Huang (R22104680)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Bryan Huang | Registration No: R22104680

Responsibilities:

• Prepare monthly financial statements including bank reconciliation and schedules
• Prepare billing and collection for Accountant to review
• Perform analysis on financial statements for management reporting purposes
• Prepare GST reporting
• Liaise with Operations team
• Liaise with external auditors for year-end audit / tax matters
• Assist in the Preparation of forecast and budget
• Support any other ad-hoc assignments as required

Requirement:

• Diploma / Degree in Accounting
• At least 2 years of relevant experience in handling full set of accounts
• Meticulous, analytical and independent
• Able to meet the tight deadlines
• Proficient in MS Office applications

We apologize that only shortlisted candidates will be contacted. Thank you

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA Registration No. R24119847 (KENNETH NG JING LONG)

Roles & Responsibilities KfW IPEX-Bank GmbH, Frankfurt, (“IPEX”) is the subsidiary of Germany’s state-owned KfW Bankengruppe in charge of supporting the European export industry. With a loan portfolio of approx. EUR 70 billion we provide financing to European exporters and their international clients’ worldwide, supporting projects that contribute to leapfrog to cleaner, more resilient and climate friendly investments.

IPEX is one of the leading European banks in the growing market for mining and raw materials (especially for the transition) as well as the metals sector. The clients covered by our team entail large corporates as well as greenfield projects and junior mining companies. We finance metals and mining projects worldwide both on a corporate finance as well as on a project finance basis, using ECA cover as one of the major structuring elements.

We are looking for an experienced originator with a well-pronounced business development acumen, responsible for identifying and developing new business in the metals & mining industries across Asia.

The successful candidate will be responsible for proactively originating new business in the region. In cooperation with the sector team at HQ in Frankfurt and under the supervision of the sector team head in Frankfurt as well as local senior management in Singapore, the candidate will be responsible for :

• Independently establishing and continuously developing business relationships with potential customers (new clients and existing customers with untapped business potential) with the aim of generating an ongoing, profitable flow of new business based on tailor-made offers. One focus is on winning arrangement mandates.
• Development of new markets and identification of business opportunities across all market sectors of the bank in accordance with IPEX’s business and risk strategy.
• Primary point of contact for the customer (both business-specific and general).
• Development, design and implementation of a sales strategy for the respective potential customers and target markets.
• Ongoing development of sector, branch and regional expertise.
• Reinforcing the brand name and awareness of IPEX by participating in conferences, webinars, events, seminars, etc.
• Based on a deal team approach, close constructive cooperation with colleagues from Structuring and Portfolio Management (Front Office) as well as with all other internal interfaces (e.g. Analysis, Risk Management, Legal, KYC unit, Syndication, Structuring Advisory).
• Regular exchange within the department and with all relevant interfaces with regard to risk, market and product developments.

We look for:

• Master’s degree in Business/ Finance/ Economics or other related field with a postgraduate qualification.
• Minimum 5 to 10 years of professional experience in banking or financial sector, including experience with ECA-backed structures and structured financing.
• Skills and experience to provide (new) customers with competent knowledge of the bank’s products and to achieve success in sales.
• Good knowledge of the market in the region.
• Proven success in the initiation of new business and structuring new business.
• Knowledge of international corporate, project and export finance.
• Communication skills and a confident, engaging manner.
• A focus on customers and solutions.
• Strong communication, acquisition and negotiation skills, including the ability to lead discussions with C-level counterparts and highly ranked government representatives.
• Ability to make decisions and create a sense of structure.
• Resilience and creativity.
• A structured way of working and excellent team skills (deal teams)
• Willingness to travel frequently for business, both domestically and abroad.

The incumbent will be a key member of the Technical team, involved in Actuarial Pricing, Product Development and Portfolio Management.

Responsibilities:

• Lead the development, implementation, and optimization of pricing models for all retail P&C lines.
• Utilize actuarial and machine learning methods to improve technical pricing models and collaborate closely with other functions to ensure fast implementation.
• Pricing for new or large opportunities, as well as proactive management of existing Scheme and Fleet pricing, involving close collaboration with underwriting and distribution teams.
• Develop and calculate regular KPIs for monthly portfolio monitoring reports and dashboards delivered to the executive committee.
• Conduct market competitor analysis and reports to identify pricing and product opportunities.
• Draft policy wordings for new and revamped products.
• Drive the product approval process and documentation for Allianz group as well as regulatory compliance.
• Drive improvements to existing processes to advance efficiency.

Capabilities and Qualifications:

• Degree in actuarial, statistics, mathematics, business or related field.
• Actuarial qualifications (FCAS, FIA, FIAA or equivalent), or partial qualification, would be an advantage.
• Familiar with Singapore P&C market.
• P&C Actuarial pricing skills, familiarity with Radar Base, Radar Live and Emblem is a plus.
• Team player with good interpersonal and influential skills to successfully persuade and motivate others to act.
• Ability to express ideas and messages clearly, both written and verbally.
• 3+ years of P&C pricing experience.

Responsibilities:

• Perform financial analysis, spread sheets for the application of credit facility
• Evaluate and understand the financial risk associated with borrower and produce quality credit review periodically
• Ensure compliance with the Bank’s policy and in line with MAS regulations required for all borrower transaction
• Visit clients when required in order to achieve a clear understanding of borrowers’ profile and identify market risk associated
• Handle customers’ inquiries, liaise and develop relationship and business with Head Office, overseas branches and inter-departments as well as corporate customers
• Act as the main contact and information source in the Corporate Banking team, coordinate internal and external lines of communications with various stakeholders (e.g. Finance, Risk, Operations and Head Office colleagues).
• Support the Corporate Banking team in various group initiatives such as competitor review, market trend analysis and formulating the Corporate Banking pitch book/related marketing materials
• Co-ordination of meetings and papers, agenda formulation, project tracking and updates, action points tracking from key management meetings
• Develop various reports and presentations for management review
• Ensure timely updates of all internal and external communications/presentations
• Engage in ad-hoc projects and tasks assigned
• Perform Know-Your-Customer onboarding in compliance with the MAS regulation for all customers

Job Requirement

• Minimum a bachelor’s degree in Business or any related discipline
• Minimum 3 years’ relevant experience within the Banking industry, Corporate Banking space focusing on Aviation and Shipping Finance
• In depth credit/accounting knowledge and good understanding of financial analysis and KYC/AML

Interested candidates who wish to apply for the advertised position, please click on "Apply Now". We regret that only shortlisted candidates will be notified.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA License No. 01C4394 • EA Registration No. R23114347 (Pang Xue Ni)

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai and Bengaluru in India.

Job Purpose:

We are seeking a highly analytical and detail-oriented Funds Selection Specialist to join our growing investment team. The ideal candidate will have 2-5 years of experience in finance (private banking, asset management, investment banking), with a strong background in fund analysis and selection. Our approach to investment is market class agnostic, embracing a wide range of asset classes including equities, fixed income, commodities, real estate, insurance, etc. We are also strategy agnostic, considering various investment strategies from long only (mutual funds and ETFs) to long/short, relative value, quant and arbitrage. This role offers an exciting opportunity to contribute to our platform's growth by maintaining fund data integrity, evaluating new strategies, and enhancing our investment process.

Individual Contributor or People Manager:

• Individual Contributor.

Duties and Responsibilities:

• Data Management: Maintain our systems up-to-date with comprehensive funds data, including net asset values (NAVs), drawdowns, risk metrics, and other relevant information.
• Investment Reporting: Write detailed investment reports on new strategies being added to our platform, providing insights and analysis to support decision-making processes.
• Performance Analysis: Identify underperforming fund managers by conducting thorough analysis and evaluations, contributing to the optimization of our fund selection.
• Stakeholder Engagement: Organize and lead quarterly calls with underlying managers to discuss performance, strategies, and outlook, ensuring alignment and understanding of our investment goals.

Requirements:

• Bachelor’s degree in Finance, Economics, or related field.
• At least 2 - 5 years of relevant experience in funds selection, investment analysis, or a similar role within the financial services industry.
• CFA/CAIA are not mandatory but are a plus.
• Strong analytical and quantitative skills, with a proven ability to assess financial data and investment strategies.
• Excellent communication and interpersonal skills, capable of engaging effectively with fund managers and internal teams.
• Proficiency in financial databases and software, with a keen eye for detail in managing data accuracy.
• Self-motivated, with a proactive approach to identifying and solving problems.
• Ability to work efficiently in a fast-paced, dynamic environment, managing multiple tasks and deadlines.
• Meeting with clients may be required occasionally.