Portfolio Manager

About us

Swiss-Asia Financial Services (SAFS) provides a dedicated incubation space for Wealth Managers, Funds Managers and Family Offices in Singapore. We have been a pioneer in Wealth Management and Fund Management activities for over 22 years.Today, we are one of the Leading Independent Wealth Management and Fund Platforms in Asia.

SAFS holds a Capital Markets Services (CMS) License under the Singapore Securities and Futures Act (SFA) to conduct regulated activities in Fund Management and Advisory for accredited investors.

Job Description - Portfolio Manager

We are seeking a Portfolio Manager with experience in Indonesian markets to manage investment portfolios in accordance with the fund's investment mandate, risk management framework and applicable regulatory requirements.

KeyResponsibilities

• Independently manage an Indonesian focused fund within the approved investment mandate, risk parameters and regulatory requirements.
• Identify and evaluate investment opportunities, conduct investment due diligence and assess associated risks and potential returns.
• Monitor portfolio performance, track investment returns and prepare monthly or quarterly performance reports.
• Analyse macro economic trends, financial markets and relevant micro economic data to support investment decisions.
• Monitor economic, political and market developments that may affect investment strategies and portfolio performance.
• Actively contribute to investment planning, portfolio construction and ongoing investment management decisions.
• Maintain appropriate investment records and ensure that investment activities comply with internal policies and applicable regulatory requirements.
• Communicate with clients and relevant stakeholders regarding investment opportunities, market developments and portfolio performance.

Job Requirements

• Relevant professional experience in portfolio or investment management.
• Demonstrated ability to conduct investment research, due diligence, financial analysis and portfolio performance monitoring.
• Good knowledge of the Indonesian financial and investment markets, including relevant economic trends, market developments and investment opportunities.
• Strong analytical, decision-making and communication skills.
• Professional proficiency in both spoken and written English and Bahasa Indonesia is required to support regular communication with Indonesian-speaking clients. This includes the ability to review local language business information and communicate with Indonesian market participants.

• Ability to work independently while adhering to the fund's investment mandate, risk controls and compliance requirements