Total 2 operations advisor job vacancies in Singapore

About Us:

We are a leading Singapore based multi-family office managing the wealth of a number of ultra-high-net-worth (UHNW) families. Our team is dedicated to providing customized solutions across investments and risk management, family governance, wealth transfer planning, strategic support for family businesses and philanthropy. We are seeking an additional operational associate with a technical background to support us in growing from a small to a medium-sized enterprise and as we implement a new efficiency enhancing software. This is a unique opportunity to contribute to a dynamic and fast-growing industry in Singapore.

Key Responsibilities:

Maintain client positions:

• Booking daily traded and non-traded positions for our clients within our portfolio management system.
• Ensure prices of positions are implemented for client investment holdings on a timely and accurate basis.
• Perform daily and weekly reconciliations of our system to bank statements.
• Liaise with banks and investment funds to verify documentation and data.
• Liaise with the Investment team to maintain data integrity of the system.

Produce client investment reports:

• Prepare accurate and timely reporting of client holdings across both public and private market positions as well as for the whole portfolio.
• Be the centre of competence and owner of your client report – responsible for proactively addressing all related questions.

Analyze investment positions using analytical tools such as PowerBI and Artificial Intelligence:

• Use data in the system to analyze asset allocation, drivers of investment performance and projections of cashflows which can be reflected in client reporting.
• Build customized reports and dashboards in our new software system that clients can use to understand the performance of underlying investment holdings and of the whole portfolio.
• Help to design repeatable AI prompts and then leverage these prompts on our internal data to improve the efficiency of operational work.

Support in trade and fund subscriptions:

• Resolve trade settlement issues with banks in a timely manner.
• Organise and manage filing of subscription documents and investment contracts.

Required Qualifications

• Bachelor’s Degree – in a quantitative field is a plus
• At least 1 year(s) of working experience in the related field is required for this position, ideally within wealth management, private banking, or family office environments.
• Strong proficiency in Microsoft Office Excel and Microsoft PowerBI
• Familiarity with generating useful prompts for AI is a plus
• Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
• Strong organizational skills and a commitment to operational excellence, with an eye for process improvement and risk management.
• Technologically savy. Understanding of digital architecture, software platforms and their implementation is a plus.

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What We Offer:

The opportunity to work within a growing organization, with the ability to shape and influence the business’s future.

A collaborative and dynamic work environment, offering opportunities for professional growth and development.

Exposure to the investment world across asset classes ranging from public equities to private credit to alternative assets such as fine wine.

About Us:

We are a multi-family office managing the wealth of a number of ultra-high-net-worth (UHNW) families. Our team is dedicated to providing customized solutions across investments and risk management, family governance, wealth transfer planning, strategic support for family businesses and philanthropy. As we grow from a small to a medium-sized enterprise, we seek an experienced Head of Operations to ensure operational efficiency and support both our front and back office teams. This is a unique opportunity to contribute to a dynamic and fast-growing industry in Singapore.

Key Responsibilities:

Operational Leadership: Provide vision, direction and oversight for current operational staff to ensure high service quality for clients.

Implementation: Support the CEO and General Counsel to implement and maintain operational guidelines, trade instructions, and internal policies. Ensure that all processes align with regulatory requirements and best practices.

Compliance Framework: Continuously help develop and refine the operational and compliance frameworks to support the business’s strategic goals, ensuring adherence to legal and regulatory requirements.

Technology & Infrastructure Oversight: Take ownership of the company’s IT and office infrastructure, ensuring seamless operations, regular maintenance, and adherence to safety protocols.

Data Management & Reporting: Ensure the timely and accurate management of client data and regulatory filings. Oversee client reporting processes and ensure deadlines are met.

Board & Executive Reporting: Provide regular and ad-hoc operational reports to the Board, CEO, and General Counsel. Identify areas of improvement and provide insights into operational efficiencies.

Team Collaboration: Work closely with the front office to ensure that client service levels are maintained and enhanced. Collaborate with internal stakeholders to drive continuous improvement across all functions.

Vendor & Partner Management: Manage relationships with external vendors, service providers, and IT consultants, ensuring the highest standards of service delivery.

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Required Qualifications:

Proven experience in operations management within the financial industry, ideally within wealth management, private banking, or family office environments.

Strong knowledge of compliance and regulatory frameworks applicable to financial services in Singapore.

Leadership experience in managing and developing high-performing teams, with a demonstrated ability to take ownership and drive results.

Technologically savvy, with experience in overseeing IT infrastructure, ideally with an understanding of digital architecture and software platforms.

Strong Microsoft office skills including PowerPoint and Excel.

Exceptional organizational skills and a commitment to operational excellence, with a focus on process improvement and risk management.

Strong interpersonal and communication skills, with the ability to collaborate across all levels of the business and build relationships with internal and external stakeholders.

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What We Offer:

The opportunity to work within a growing organization, with the ability to shape and influence the business’s future.

A collaborative and dynamic work environment, offering opportunities for professional growth and development.