Support portfolio managers by writing insightful commentary, publishing ad-hoc market insights, and executing portfolio rebalancing as needed.
Prepare and develop comprehensive marketing materials and investment proposals that cater to the evolving market environment and specific client needs, including the creation of impactful PPT slides and other collateral.
Provide timely investment industry updates and product trend analysis to the CIO office through active collection of market intelligence and leveraging industry contacts.
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Financial Compliance & Control: Ensure that all financial, accounting, and tax activities in Singapore and Malaysia are managed effectively, efficiently, and in full compliance with local regulations, corporate policies, US GAAP, and Sarbanes-Oxley (SOX) requirements. Maintain a strong internal control environment to safeguard assets and uphold the integrity of financial reporting.
Internal & External Stakeholder Management: Establish a high level of credibility with internal stakeholders and foster strong working relationships with external partners (including auditors, tax authorities, and regulatory bodies). Ensure transparent communication and compliance, reinforcing the company’s reputation for financial integrity and reliability.
Team Leadership & Talent Development: Lead, mentor, and inspire a lean, high-performing finance team (including three direct reports). Guide their development and career progression through coaching and feedback, and ensure succession plans are in place for key finance positions. Foster a team culture of collaboration, accountability, diversity and inclusion, and continuous improvement.
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