Total 29 job vacancies by Kimberley Consulting Pte. Ltd.

Role: Senior Associate, Sales & Investor Services Operations

Location: Singapore

Role Overview

Our client, a large hedge fund who manages assets around USD5bn, is seeking a motivated and detail-oriented team member to join their Operations team, with a primary focus on investor-related matters and supporting the sales function. The role will involve day-to-day investor servicing, data management, reporting, and coordination across various stakeholders and platforms to ensure service delivery is maintained at a highest quality.

The successful candidate will collaborate closely with internal business units and external service providers to ensure timely and accurate investor support.

Key Responsibilities

• Proactively manage and follow through on investor issues and service requests to ensure effective resolution.
• Main point of contact responsible for coordinating and supporting the completion of investor due diligence questionnaires (DDQs) and operational due diligence (ODD) requests.
• Maintain and update investor and platform data including but not limited to PPM, factsheets, KIIDS, PRIIPs, and other funds related documentation.
• Prepare and review investors reports and performance updates
• Liaise with distributors on distribution fee matters, reporting requirements, and related operational queries.
• Maintain and reconcile investor trackers and databases.
• Contribute to process enhancement initiatives, focusing on strengthening controls, improving accuracy, and increasing operational efficiency.
• Provide support to the daily operation and management of the Firm's investment funds.
• Contribute to ad hoc projects and broader team initiatives as needed.
• Work closely with the sales team and provide support to external parties such as investors and distributors.

Requirements

• Bachelor’s degree in finance, Business, Economics, or related discipline.
• At least 3 years of relevant experience in asset management, fund operations or investor servicing.
• Strong analytical and problem-solving abilities, particularly when addressing client queries, change requests, and escalations.
• Demonstrate ability to partner across product groups, regions and functional responsibilities.
• Strong stakeholder management skills with the ability to operate effectively in a fast-paced, deadline-driven environment.
• Familiarity with fund reporting, investor reporting, or platform operations would be advantageous.
• Proficiency in Microsoft Excel and handling large datasets.
• Possess a keen interest in innovation and actively explore new ideas, particularly in leveraging AI tools to enhance business support and operational efficiency across our expanding platform.
• Be resourceful and able to work with fund data to support the team effectively.
• Good communication skills and able to manage multiple stakeholders efficiently.

Title: Senior Marketing, Branding & Corporate Communications Consultant

Engagement Type: Consultancy / Independent Contractor

Position Overview

We are seeking a highly experienced, creative, and proactive Senior Marketing, Branding & Corporate Communications Consultant to strengthen and elevate our corporate brand presence. The ideal candidate will be an independent professional with a strong background in branding, corporate communications, content creation, and visual design, capable of aligning all marketing initiatives with the company's vision, values, and strategic objectives.

The consultant will be expected to anticipate business needs, proactively propose innovative ideas, and deliver high-quality work within agreed timelines with minimal supervision.

Key Responsibilities

• Develop and execute branding, marketing, and corporate communication strategies.
• Ensure alignment of all marketing and communication activities with the company's vision, mission, and brand identity.
• Manage and enhance the company's brand presence across digital and traditional channels.
• Create, manage, and publish professional LinkedIn content, including corporate announcements, thought leadership articles, campaign posts, and employee engagement initiatives.
• Design and produce creative artworks for corporate events, holidays, achievements, campaigns, and internal communications while strictly following brand guidelines.
• Develop and maintain brand standards to ensure consistency across all communications and visual materials.
• Prepare and review press releases, media statements, corporate presentations, newsletters, and executive communications.
• Manage website content and collaborate on website improvements to ensure consistency with corporate branding.
• Create and edit marketing materials using Adobe Photoshop, Illustrator, and related design tools.
• Support public relations and media engagement initiatives.
• Work closely with management to identify communication opportunities and strengthen corporate reputation.
• Monitor industry trends and recommend innovative marketing and branding initiatives.
• Anticipate communication and branding requirements before they arise and proactively propose solutions.

Qualifications & Experience

• Bachelor's degree in Marketing, Communications, Journalism, Public Relations, Branding, Graphic Design, or a related field.
• Minimum 5 years of experience in senior marketing, branding, corporate communications, or related consultancy roles.
• Strong knowledge of journalism, media communications, storytelling, and corporate messaging.
• Proven experience managing corporate LinkedIn pages and professional social media communications.
• Advanced proficiency in Adobe Photoshop, Illustrator, and other creative design tools.
• Experience managing and coordinating website content and digital brand presence.
• Demonstrated expertise in preparing press releases, executive communications, and corporate announcements.
• Exceptional English writing, editing, proofreading, and grammar skills.
• Strong portfolio showcasing branding projects, campaigns, publications, and creative work.

Preferred Qualifications

• Previous experience within shipping, maritime, logistics, transportation, or international trade industries is a strong advantage.
• Experience working with multinational organizations and diverse stakeholders.
• Knowledge of digital marketing, SEO, content strategy, and corporate reputation management.

Key Competencies

• Exceptional attention to detail.
• Creative and innovative mindset with the ability to generate fresh ideas.
• Strong business acumen and understanding of corporate branding.
• Excellent organizational and project management skills.
• Ability to work independently and take full ownership of projects.
• Proactive, solution-oriented, and capable of anticipating business needs.
• Strong interpersonal and stakeholder management skills.
• Commitment to delivering projects on time and often ahead of deadlines.
• High standards of professionalism, quality, and accuracy.

Candidate Requirements

• Fluent English (written and spoken).
• Outstanding communication and presentation skills.
• Strong professional portfolio demonstrating successful brand development, communications, and creative design projects.
• Ability to function as a strategic advisor and trusted consultant to senior leadership.
• Proven track record of delivering measurable brand and communication results.

Position: Finance & Operations Manager

Location: Singapore (hybrid)

Industry: Renewable Energy / Construction / International Trading

About the Company

Our client is a dynamic and growing family office with multiple holding companies in Singapore. The group manages renewable energy and construction projects overseas, primarily in Sri Lanka and India. They are seeking a highly independent and hands-on Finance & Operations Manager with strong experience in construction/project accounting and operational finance to support the business.

Role Overview

This is a broad and independent role suitable for a seasoned accountant with strong experience in construction/project-based accounting and operational finance. The successful candidate will manage full-set accounts while driving financial oversight of project performance, cost control, and operational processes across multiple entities and overseas projects.

Key Responsibilities

Finance, Accounting & Project Reporting

• Handle full-set accounts for multiple holding companies in Singapore
• Prepare monthly management accounts, financial statements, and group consolidation
• Oversee accounts payable, receivable, and general ledger functions
• Manage cash flow, including forecasting, budgeting, and funding requirements for projects
• Ensure timely month-end and year-end closing
• Liaise with auditors, tax agents, and external service providers
• Ensure compliance with statutory and regulatory requirements in Singapore

Construction & Project Accounting

• Monitor and track project costs, budgets, and profitability across construction and renewable energy projects
• Prepare project-based financial reports, including cost-to-complete, variance analysis, and margin tracking
• Manage progress billing, revenue recognition, and project cash flow cycles
• Work closely with project teams to ensure accurate cost allocation and reporting
• Review and control project expenditures, contracts, and payment schedules
• Support financial planning and analysis for ongoing and upcoming projects

Operations & Business Support

• Liaise closely with the corporate secretary on company secretarial matters, including board resolutions and statutory records
• Take charge of all ACRA filings, ensuring timely and accurate submissions
• Support operational and trading activities, including order processing and transaction tracking
• Coordinate documentation, contracts, and payment processes for overseas projects
• Monitor operational costs and identify areas for efficiency improvements
• Work closely with overseas stakeholders in Sri Lanka and India
• Support ad-hoc operational and administrative matters as required
• Occasional travel to overseasoffices may be required
• Support processes related toprocurement, including import and export of goods and equipment.

Requirements

• Degree or Diploma in Accounting, Finance, or related discipline with a recognised professional qualification (e.g., CA, CPA, ACCA)
• Minimum 7 years of relevant experience, with strong exposure to construction/project accounting
• Experience in project costing, progress billing, and revenue recognition is essential
• Comfortable working in a highly independent and hands-on environment
• Experience handling multiple entities or group structures is an advantage
• Exposure to construction, renewable energy, trading, or project-based industries preferred
• Strong analytical skills, attention to detail, and ability to manage multiple priorities
• Good communication skills and ability to work with overseas stakeholders

Ideal Candidate

We are looking for a proactive and dependable finance professional who has a solid foundation in construction and project accounting, and who enjoys working in a lean, fast-paced environment. The ideal candidate is comfortable taking ownership of both financial reporting and operational support, with strong commercial awareness of project performance and cost control.

We are one of the leading Independent Wealth Advisors in Asia Pacific and the Middle East with expansion plans underway in Europe. We are dedicated towards providing investment advice and management in a manner that is free of conflict of interest by ensuring we represent our Clients’ interests to various banks and financial institutions.

The Investment Counselling team at the Firm serves as its think tank in terms of strategic and tactical ideation while closely supporting the Relationship Managers (Advisors) in servicing the investment mandates of Clients by:

• defining and steering the Firm’s macro view and outlook on global markets and guiding the Advisors and Clients within the scope of these views to dynamically manage asset allocation and diversification
• proposing paths to market across diverse asset classes by recommending high conviction - individual securities, funds, ETFs, structured products, etc.
• closely reviewing the performance of portfolios and recommended trades vis-à-vis Client risk-return objectives and dynamically recommending rebalancing as and when necessary
• actively managing niche listed and traded fund strategies and guide Advisors regarding appropriate subscription from Clients into these funds. The performance of these Funds is centric to the Firm in showcasing the efficacy of its investment strategies
• curating market research and trade recommendations issued by the Firm’s Bank partners on an ongoing basis and adopting these where relevant per the suitability and appropriateness of the same for Clients
• supporting the business development efforts of the Advisors by engaging prospects to showcase the investment capabilities of the Firm

We are now seeking a specialist in Fixed Income / Credit Markets to join the Firm’s team of Investment Counselors.

Responsibilities:

• Originate and recommend investment strategies for global Bonds
• Actively manage a Bond Fund run by the Firm by formulating a dynamic strategy that is aligned to the outlook for Credit Markets as formulated by the Fixed Income specialist
• Conduct detailed research and analysis in selecting Bonds to populate the Fund strategy and Client allocations to Fixed Income
• To understand clients' risk profile, investment needs and construct and execute investment solutions
• Regularly review and recommend any necessary rebalancing of portfolios to Advisors and Clients
• Present all investment solutions in a high standard, professional manner
• Share knowledge and best practices with the Advisors
• Support Financial Advisors in providing ongoing investment advice to clients
• Ongoing client relationships for the Company based on past experience of dealing with High Net Worth Clients
• Support the business development efforts of the Advisors by actively engaging prospects
• Develop risk controls, overall trading position limits, stop losses and hedging strategies – for the Fund and individual Client portfolios where applicable. Drive timely and disciplined order execution for the Funds’ position
• Actively work with the other Investment Counsellors in advocating the overall mutli-asset, holistic macro and portfolio views of the Team
• Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information.
• Ensure strict adherence to the Company’s policies, rules & regulations.

Requirements:

• Degree in Banking/Business/Economics/Engineering/Finance/Maths
• Certifications required from CMFAS Modules 1A, 5, 6A and 8A
• At least 7 to 10 years’ experience in an Investment Advisory / Fixed Income product specialist Role
• Experience of working in Wealth Management at a Bank and/or with an Independent / External Asset Manager and/or a Fund Manager will be preferred.
• Demonstrable track record of driving sound investment strategies and related selection and tracking of Bonds through sound fundamental and technical analysis of the issuers
• Experience in managing a Fund or supporting the management of the same, while not necessary, is preferred
• Conversant in other asset classes with ability to contribute to and follow the ideation and recommendations of other Investment Counsellors. Should be able to hold conversations with Clients from a holistic and diversified perspective
• An existing network of potential Clients that the candidate could look to engage on behalf of the Firm will be deemed an added advantage
• Dependable, proactive and enterprising, Ability to work under pressure and as an effective Team member
• Strong interpersonal and communication skills

Reporting will be to the CIO. Title and remuneration will be commensurate with experience and profile and will be in keeping with market standards

Prime Brokerage Sales

Our client provides equity trading access to India market. They provide full services in custody, futures clearing and trading. They are one of the largest players in the derivative segments.

Responsibilities

• Business development, sales role to cover both B2B and B2c clients in the region including HFTS, Hedge funds, family offices and securities firms
• Handle new clients’ acquisition
• Selling equity trading, future clearing custody services
• Handle both local and regional markets of institutional platforms, intermediaries, brokers and other institutional accounts.
• Develop and maintain key relationships.
• Create cross product selling opportunities.
• Develop and maintain relationships with service providers in the securities and asset management industries.
• Collaborate with the Product team to improve our product offering and platform.

Requirements:

• Bachelor degree with min 5 years relevant sales experience from the capital markets
• Brokerage experience in Chinese/Hong Kong market is a bonus
• Depth of product knowledge & operational processes & understanding of the needs and pains of platform providers, intermediaries and asset management firms.
• Ability to build strong relationship with clients
• Ability to work within a diverse team of individuals.
• Exhibit flexibility & adaptability skills required in the Prime services industry.
• Having an existing base of clients and contacts, especially from the institutional platform and intermediary space, that can be migrated onto the platform, will be a significant advantage

Wealth Advisory and Asset Management Firm in Asia Pacific seeking a highly driven and dynamic individual to join our Client Servicing team. The role offers the opportunity for growth and self-development within a rapidly growing business environment.

Responsibilities: 

• Provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of Client trades with the Banks or Prime Brokers with whom our Clients maintain their accounts.

• Liaise with Financial Advisors, Investment Counsellors, relevant Banks / Prime Brokers and other external service providers to manage the end to end process for placement and settlement of trades placed on Client accounts (including bulk order placements and split of the same following settlement)

• Comprehend and follow varying trade and order placement operational modalities instituted by different Banks and Prime Brokers 

• Ensure the operational processes are performed in compliance with the Company's policy and regulatory requirements

• Adhere to the Best Dealing and Execution policy of the Firm in placing and managing trades

• Track efficiency and accuracy of execution versus market / order levels 

• Assist Financial Advisors and Investment Counsellors in tracking the performance of open positions / orders

• Assist Financial Advisors in clients' bank account opening processes and documentation

• Coordinate client onboarding process between Financial Advisors and Compliance 

• Provide ongoing support to Financial Advisors on all client matters

• General administrative support for all client/prospect matters

• Responsible for ad-hoc tasks as and when required

Desired Attributes and Requirements:

• High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information 

• Fosters team work and positively contributes towards the dynamics of the team and the quality of its output

• Excellent organizational skills

• Proficiency in preparing worksheets and documents

• Ability to identify and resolve issues and escalate as necessary.

• Ability to multi-task and operate in a dynamic environment

• At least 5 years of relevant experience in client servicing functions preferably in the Private Banking, Premier Banking or Wealth Management space. Multi asset trade execution skills will be preferred. If  experience in executing trades in a single asset class then must demonstrate  ability to transfer existing skills in a multi asset environment 

• CMFAS certifications, including M5, will be preferred 

• Understanding of the industry regulations, best practices and applicable compliance requirements will be an added advantage

• Academic or Professional qualifications with specialization in Finance, although not a prerequisite, will be preferred

Office Coordinator

Responsibilities

• Coordinate with the HR team to organize employee outings, team-building activities, and internal events
• Support the planning and execution of meetings, including scheduling, logistics, and follow-ups.
• Manage bookings such as venue reservations for staff.
• Liaise with internal teams to ensure smooth day-to-day operations and effective communication across departments.
• Handle office administration tasks, including payment of office bills and vendor coordination.
• Monitor and report any office-related matters, issues, or improvements to the HR department.
• Prepare and present expense reports, ensuring accurate tracking and documentation of office expenditures.
• Manage procurement of pantry supplies and office materials, including sourcing suppliers and maintaining stock levels.
• Arrange business cards for employees, coordinating design, approvals, and printing with vendors.
• Coordinate with HR in the onboarding process, ensuring a smooth welcome experience for new employees (workspace setup, materials, and initial support).

Requirements

• Diploma holder in business administration etc
• Excellent communication skills (fluent in English; additional languages are a plus)
• Strong organizational and multitasking abilities
• Proactive, detail-oriented, and able to stay one step ahead
• Excellent customer service and stakeholder management
• High level of discretion and professionalism
• Ability to work independently and take initiative to improve processes

Investment Operations Manager (Analyst-Focused Role)

Overview

Our client is a Single Family Office established in 2019, managing a diversified multi-asset portfolio. Due to business expansion and long-term strategic growth plans, they are hiring an investment professional to support the Principal in managing and growing the portfolio.

While the title is “Manager,” this is fundamentally an analyst-driven role. The successful candidate must have a strong research background and the ability to independently analyse deals and investments, formulate investment views, and provide clear buy/sell/hold recommendations across both bankable securities and private equity opportunities.

This role offers a unique opportunity for a hands-on individual to be deeply involved in portfolio construction and asset allocation, deal evaluation, transaction execution, portfolio monitoring, and fund operations within a lean and entrepreneurial environment.

Key Responsibilities

1. Investment Research & Deal Analysis (Core Focus)

• Conduct in-depth research and fundamental analysis across asset classes, including public equities, fixed income, funds, and private equity.
• Evaluate private equity opportunities through detailed financial modelling, valuation analysis (DCF, trading/transaction multiples, sum-of-the-parts), and return projections (IRR, MOIC, sensitivity analysis).
• Develop investment theses and provide well-supported buy/sell/hold recommendations for both bankable securities and private market investments.
• Perform industry, macroeconomic, and thematic research to support portfolio positioning.
• Analyse financial statements and assess business quality, risk factors, and capital structures.
• Prepare investment memoranda, recommendation papers, and presentation materials for Investment Committee discussions.
• Support due diligence processes, including financial, commercial, and operational review.
• Participate in company meetings, earnings calls, conferences, and discussions with external managers to gather insights.

2. Portfolio Monitoring & Performance Review

• Monitor performance of bankable assets against benchmarks and risk parameters; conduct attribution and scenario analysis.
• Track private equity portfolio companies against underwriting assumptions and investment cases.
• Review and analyse monthly/quarterly reports from fund managers and portfolio companies, highlighting key risks, variances, and developments.
• Support monthly valuation reviews and consolidated performance reporting.
• Conduct post-investment reviews and performance attribution analysis.

3. Fund Documentation & Investment Operations

• Handling fund documentation and operational matters will form part of the role, including:
• Review and process fund subscription documentation, capital call notices, distribution notices, and (where applicable) transfer documentation.
• Read and analyse monthly/quarterly reports generated by fund managers or fund administrators, summarising key financial and operational updates.
• Support transaction processing (subscriptions, capital calls, redemptions, transfers, trade settlements).
• Liaise with fund administrators, custodians, auditors, and other third-party service providers.
• Maintain proper investment records, data rooms, and documentation tracking.
• Support compliance, KYC/AML documentation, and regulatory reporting requirements.
• Assist in Investment Committee meeting coordination, documentation, and follow-ups.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• Minimum 5 years of relevant experience in investment research, asset management, private equity, or fund operations (buy-side experience preferred).
• Strong analytical mindset with the ability to independently assess investments and provide clear recommendations.
• Solid financial modelling and valuation skills.
• Good understanding of private equity deal structures, fund mechanics, and capital flows.
• Experience reviewing fund documents and interpreting fund manager reports.
• Comfortable working in a lean structure where research and operations responsibilities overlap.
• Proactive, intellectually curious, and commercially minded.
• Proficiency in Excel (advanced functions); familiarity with Bloomberg, FactSet, Capital IQ or similar platforms preferred. Python/R is a plus.

Wealth Advisory and Asset Management Firm in Asia Pacific seeking a highly driven and dynamic individual to join our Client Servicing team. The role offers the opportunity for growth and self-development within a rapidly growing business environment.

Responsibilities: 

• Provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of Client trades with the Banks or Prime Brokers with whom our Clients maintain their accounts.

• Liaise with Financial Advisors, Investment Counsellors, relevant Banks / Prime Brokers and other external service providers to manage the end to end process for placement and settlement of trades placed on Client accounts (including bulk order placements and split of the same following settlement)

• Comprehend and follow varying trade and order placement operational modalities instituted by different Banks and Prime Brokers 

• Ensure the operational processes are performed in compliance with the Company's policy and regulatory requirements

• Adhere to the Best Dealing and Execution policy of the Firm in placing and managing trades

• Track efficiency and accuracy of execution versus market / order levels 

• Assist Financial Advisors and Investment Counsellors in tracking the performance of open positions / orders

• Assist Financial Advisors in clients' bank account opening processes and documentation

• Coordinate client onboarding process between Financial Advisors and Compliance 

• Provide ongoing support to Financial Advisors on all client matters

• General administrative support for all client/prospect matters

• Responsible for ad-hoc tasks as and when required

Desired Attributes and Requirements:

• High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information 

• Fosters team work and positively contributes towards the dynamics of the team and the quality of its output

• Excellent organizational skills

• Proficiency in preparing worksheets and documents

• Ability to identify and resolve issues and escalate as necessary.

• Ability to multi-task and operate in a dynamic environment

• At least 5 years of relevant experience in client servicing functions preferably in the Private Banking, Premier Banking or Wealth Management space. Multi asset trade execution skills will be preferred. If  experience in executing trades in a single asset class then must demonstrate  ability to transfer existing skills in a multi asset environment 

• CMFAS certifications, including M5, will be preferred 

• Understanding of the industry regulations, best practices and applicable compliance requirements will be an added advantage

• Academic or Professional qualifications with specialization in Finance, although not a prerequisite, will be preferred

Title: Senior Marketing, Branding & Corporate Communications Consultant

Engagement Type: Consultancy / Independent Contractor

Position Overview

We are seeking a highly experienced, creative, and proactive Senior Marketing, Branding & Corporate Communications Consultant to strengthen and elevate our corporate brand presence. The ideal candidate will be an independent professional with a strong background in branding, corporate communications, content creation, and visual design, capable of aligning all marketing initiatives with the company's vision, values, and strategic objectives.

The consultant will be expected to anticipate business needs, proactively propose innovative ideas, and deliver high-quality work within agreed timelines with minimal supervision.

Key Responsibilities

• Develop and execute branding, marketing, and corporate communication strategies.
• Ensure alignment of all marketing and communication activities with the company's vision, mission, and brand identity.
• Manage and enhance the company's brand presence across digital and traditional channels.
• Create, manage, and publish professional LinkedIn content, including corporate announcements, thought leadership articles, campaign posts, and employee engagement initiatives.
• Design and produce creative artworks for corporate events, holidays, achievements, campaigns, and internal communications while strictly following brand guidelines.
• Develop and maintain brand standards to ensure consistency across all communications and visual materials.
• Prepare and review press releases, media statements, corporate presentations, newsletters, and executive communications.
• Manage website content and collaborate on website improvements to ensure consistency with corporate branding.
• Create and edit marketing materials using Adobe Photoshop, Illustrator, and related design tools.
• Support public relations and media engagement initiatives.
• Work closely with management to identify communication opportunities and strengthen corporate reputation.
• Monitor industry trends and recommend innovative marketing and branding initiatives.
• Anticipate communication and branding requirements before they arise and proactively propose solutions.

Qualifications & Experience

• Bachelor's degree in Marketing, Communications, Journalism, Public Relations, Branding, Graphic Design, or a related field.
• Minimum 5 years of experience in senior marketing, branding, corporate communications, or related consultancy roles.
• Strong knowledge of journalism, media communications, storytelling, and corporate messaging.
• Proven experience managing corporate LinkedIn pages and professional social media communications.
• Advanced proficiency in Adobe Photoshop, Illustrator, and other creative design tools.
• Experience managing and coordinating website content and digital brand presence.
• Demonstrated expertise in preparing press releases, executive communications, and corporate announcements.
• Exceptional English writing, editing, proofreading, and grammar skills.
• Strong portfolio showcasing branding projects, campaigns, publications, and creative work.

Preferred Qualifications

• Previous experience within shipping, maritime, logistics, transportation, or international trade industries is a strong advantage.
• Experience working with multinational organizations and diverse stakeholders.
• Knowledge of digital marketing, SEO, content strategy, and corporate reputation management.

Key Competencies

• Exceptional attention to detail.
• Creative and innovative mindset with the ability to generate fresh ideas.
• Strong business acumen and understanding of corporate branding.
• Excellent organizational and project management skills.
• Ability to work independently and take full ownership of projects.
• Proactive, solution-oriented, and capable of anticipating business needs.
• Strong interpersonal and stakeholder management skills.
• Commitment to delivering projects on time and often ahead of deadlines.
• High standards of professionalism, quality, and accuracy.

Candidate Requirements

• Fluent English (written and spoken).
• Outstanding communication and presentation skills.
• Strong professional portfolio demonstrating successful brand development, communications, and creative design projects.
• Ability to function as a strategic advisor and trusted consultant to senior leadership.
• Proven track record of delivering measurable brand and communication results.

Prime Brokerage Sales

Our client provides equity trading access to India market. They provide full services in custody, futures clearing and trading. They are one of the largest players in the derivative segments.

Responsibilities

• Business development, sales role to cover both B2B and B2c clients in the region including HFTS, Hedge funds, family offices and securities firms
• Handle new clients’ acquisition
• Selling equity trading, future clearing custody services
• Handle both local and regional markets of institutional platforms, intermediaries, brokers and other institutional accounts.
• Develop and maintain key relationships.
• Create cross product selling opportunities.
• Develop and maintain relationships with service providers in the securities and asset management industries.
• Collaborate with the Product team to improve our product offering and platform.

Requirements:

• Bachelor degree with min 5 years relevant sales experience from the capital markets
• Brokerage experience in Chinese/Hong Kong market is a bonus
• Depth of product knowledge & operational processes & understanding of the needs and pains of platform providers, intermediaries and asset management firms.
• Ability to build strong relationship with clients
• Ability to work within a diverse team of individuals.
• Exhibit flexibility & adaptability skills required in the Prime services industry.
• Having an existing base of clients and contacts, especially from the institutional platform and intermediary space, that can be migrated onto the platform, will be a significant advantage

We are one of the leading Independent Wealth Advisors in Asia Pacific and the Middle East with expansion plans underway in Europe. We are dedicated towards providing investment advice and management in a manner that is free of conflict of interest by ensuring we represent our Clients’ interests to various banks and financial institutions.

The Investment Counselling team at the Firm serves as its think tank in terms of strategic and tactical ideation while closely supporting the Relationship Managers (Advisors) in servicing the investment mandates of Clients by:

• defining and steering the Firm’s macro view and outlook on global markets and guiding the Advisors and Clients within the scope of these views to dynamically manage asset allocation and diversification
• proposing paths to market across diverse asset classes by recommending high conviction - individual securities, funds, ETFs, structured products, etc.
• closely reviewing the performance of portfolios and recommended trades vis-à-vis Client risk-return objectives and dynamically recommending rebalancing as and when necessary
• actively managing niche listed and traded fund strategies and guide Advisors regarding appropriate subscription from Clients into these funds. The performance of these Funds is centric to the Firm in showcasing the efficacy of its investment strategies
• curating market research and trade recommendations issued by the Firm’s Bank partners on an ongoing basis and adopting these where relevant per the suitability and appropriateness of the same for Clients
• supporting the business development efforts of the Advisors by engaging prospects to showcase the investment capabilities of the Firm

We are now seeking a specialist in Fixed Income / Credit Markets to join the Firm’s team of Investment Counselors.

Responsibilities:

• Originate and recommend investment strategies for global Bonds
• Actively manage a Bond Fund run by the Firm by formulating a dynamic strategy that is aligned to the outlook for Credit Markets as formulated by the Fixed Income specialist
• Conduct detailed research and analysis in selecting Bonds to populate the Fund strategy and Client allocations to Fixed Income
• To understand clients' risk profile, investment needs and construct and execute investment solutions
• Regularly review and recommend any necessary rebalancing of portfolios to Advisors and Clients
• Present all investment solutions in a high standard, professional manner
• Share knowledge and best practices with the Advisors
• Support Financial Advisors in providing ongoing investment advice to clients
• Ongoing client relationships for the Company based on past experience of dealing with High Net Worth Clients
• Support the business development efforts of the Advisors by actively engaging prospects
• Develop risk controls, overall trading position limits, stop losses and hedging strategies – for the Fund and individual Client portfolios where applicable. Drive timely and disciplined order execution for the Funds’ position
• Actively work with the other Investment Counsellors in advocating the overall mutli-asset, holistic macro and portfolio views of the Team
• Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information.
• Ensure strict adherence to the Company’s policies, rules & regulations.

Requirements:

• Degree in Banking/Business/Economics/Engineering/Finance/Maths
• Certifications required from CMFAS Modules 1A, 5, 6A and 8A
• At least 7 to 10 years’ experience in an Investment Advisory / Fixed Income product specialist Role
• Experience of working in Wealth Management at a Bank and/or with an Independent / External Asset Manager and/or a Fund Manager will be preferred.
• Demonstrable track record of driving sound investment strategies and related selection and tracking of Bonds through sound fundamental and technical analysis of the issuers
• Experience in managing a Fund or supporting the management of the same, while not necessary, is preferred
• Conversant in other asset classes with ability to contribute to and follow the ideation and recommendations of other Investment Counsellors. Should be able to hold conversations with Clients from a holistic and diversified perspective
• An existing network of potential Clients that the candidate could look to engage on behalf of the Firm will be deemed an added advantage
• Dependable, proactive and enterprising, Ability to work under pressure and as an effective Team member
• Strong interpersonal and communication skills

Reporting will be to the CIO. Title and remuneration will be commensurate with experience and profile and will be in keeping with market standards

Investment Operations Manager (Analyst-Focused Role)

Overview

Our client is a Single Family Office established in 2019, managing a diversified multi-asset portfolio. Due to business expansion and long-term strategic growth plans, they are hiring an investment professional to support the Principal in managing and growing the portfolio.

While the title is “Manager,” this is fundamentally an analyst-driven role. The successful candidate must have a strong research background and the ability to independently analyse deals and investments, formulate investment views, and provide clear buy/sell/hold recommendations across both bankable securities and private equity opportunities.

This role offers a unique opportunity for a hands-on individual to be deeply involved in portfolio construction and asset allocation, deal evaluation, transaction execution, portfolio monitoring, and fund operations within a lean and entrepreneurial environment.

Key Responsibilities

1. Investment Research & Deal Analysis (Core Focus)

• Conduct in-depth research and fundamental analysis across asset classes, including public equities, fixed income, funds, and private equity.
• Evaluate private equity opportunities through detailed financial modelling, valuation analysis (DCF, trading/transaction multiples, sum-of-the-parts), and return projections (IRR, MOIC, sensitivity analysis).
• Develop investment theses and provide well-supported buy/sell/hold recommendations for both bankable securities and private market investments.
• Perform industry, macroeconomic, and thematic research to support portfolio positioning.
• Analyse financial statements and assess business quality, risk factors, and capital structures.
• Prepare investment memoranda, recommendation papers, and presentation materials for Investment Committee discussions.
• Support due diligence processes, including financial, commercial, and operational review.
• Participate in company meetings, earnings calls, conferences, and discussions with external managers to gather insights.

2. Portfolio Monitoring & Performance Review

• Monitor performance of bankable assets against benchmarks and risk parameters; conduct attribution and scenario analysis.
• Track private equity portfolio companies against underwriting assumptions and investment cases.
• Review and analyse monthly/quarterly reports from fund managers and portfolio companies, highlighting key risks, variances, and developments.
• Support monthly valuation reviews and consolidated performance reporting.
• Conduct post-investment reviews and performance attribution analysis.

3. Fund Documentation & Investment Operations

• Handling fund documentation and operational matters will form part of the role, including:
• Review and process fund subscription documentation, capital call notices, distribution notices, and (where applicable) transfer documentation.
• Read and analyse monthly/quarterly reports generated by fund managers or fund administrators, summarising key financial and operational updates.
• Support transaction processing (subscriptions, capital calls, redemptions, transfers, trade settlements).
• Liaise with fund administrators, custodians, auditors, and other third-party service providers.
• Maintain proper investment records, data rooms, and documentation tracking.
• Support compliance, KYC/AML documentation, and regulatory reporting requirements.
• Assist in Investment Committee meeting coordination, documentation, and follow-ups.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• Minimum 5 years of relevant experience in investment research, asset management, private equity, or fund operations (buy-side experience preferred).
• Strong analytical mindset with the ability to independently assess investments and provide clear recommendations.
• Solid financial modelling and valuation skills.
• Good understanding of private equity deal structures, fund mechanics, and capital flows.
• Experience reviewing fund documents and interpreting fund manager reports.
• Comfortable working in a lean structure where research and operations responsibilities overlap.
• Proactive, intellectually curious, and commercially minded.
• Proficiency in Excel (advanced functions); familiarity with Bloomberg, FactSet, Capital IQ or similar platforms preferred. Python/R is a plus.

Role: Senior Associate, Sales & Investor Services Operations

Location: Singapore

Role Overview

Our client, a large hedge fund who manages assets around USD5bn, is seeking a motivated and detail-oriented team member to join their Operations team, with a primary focus on investor-related matters and supporting the sales function. The role will involve day-to-day investor servicing, data management, reporting, and coordination across various stakeholders and platforms to ensure service delivery is maintained at a highest quality.

The successful candidate will collaborate closely with internal business units and external service providers to ensure timely and accurate investor support.

Key Responsibilities

• Proactively manage and follow through on investor issues and service requests to ensure effective resolution.
• Main point of contact responsible for coordinating and supporting the completion of investor due diligence questionnaires (DDQs) and operational due diligence (ODD) requests.
• Maintain and update investor and platform data including but not limited to PPM, factsheets, KIIDS, PRIIPs, and other funds related documentation.
• Prepare and review investors reports and performance updates
• Liaise with distributors on distribution fee matters, reporting requirements, and related operational queries.
• Maintain and reconcile investor trackers and databases.
• Contribute to process enhancement initiatives, focusing on strengthening controls, improving accuracy, and increasing operational efficiency.
• Provide support to the daily operation and management of the Firm's investment funds.
• Contribute to ad hoc projects and broader team initiatives as needed.
• Work closely with the sales team and provide support to external parties such as investors and distributors.

Requirements

• Bachelor’s degree in finance, Business, Economics, or related discipline.
• At least 3 years of relevant experience in asset management, fund operations or investor servicing.
• Strong analytical and problem-solving abilities, particularly when addressing client queries, change requests, and escalations.
• Demonstrate ability to partner across product groups, regions and functional responsibilities.
• Strong stakeholder management skills with the ability to operate effectively in a fast-paced, deadline-driven environment.
• Familiarity with fund reporting, investor reporting, or platform operations would be advantageous.
• Proficiency in Microsoft Excel and handling large datasets.
• Possess a keen interest in innovation and actively explore new ideas, particularly in leveraging AI tools to enhance business support and operational efficiency across our expanding platform.
• Be resourceful and able to work with fund data to support the team effectively.
• Good communication skills and able to manage multiple stakeholders efficiently.

Office Coordinator

Responsibilities

• Coordinate with the HR team to organize employee outings, team-building activities, and internal events
• Support the planning and execution of meetings, including scheduling, logistics, and follow-ups.
• Manage bookings such as venue reservations for staff.
• Liaise with internal teams to ensure smooth day-to-day operations and effective communication across departments.
• Handle office administration tasks, including payment of office bills and vendor coordination.
• Monitor and report any office-related matters, issues, or improvements to the HR department.
• Prepare and present expense reports, ensuring accurate tracking and documentation of office expenditures.
• Manage procurement of pantry supplies and office materials, including sourcing suppliers and maintaining stock levels.
• Arrange business cards for employees, coordinating design, approvals, and printing with vendors.
• Coordinate with HR in the onboarding process, ensuring a smooth welcome experience for new employees (workspace setup, materials, and initial support).

Requirements

• Diploma holder in business administration etc
• Excellent communication skills (fluent in English; additional languages are a plus)
• Strong organizational and multitasking abilities
• Proactive, detail-oriented, and able to stay one step ahead
• Excellent customer service and stakeholder management
• High level of discretion and professionalism
• Ability to work independently and take initiative to improve processes