Job Description

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.