Funds Selection SG (AVP/VP) - Chief Investment Office BOS

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Responsibilities

The role will be part of the Funds Selection team in the build-out of Hedge Funds including, but not limited to:

• Originating & sourcing Hedge Funds and maintaining a pipeline of Hedge Funds to the Investment Committee (Mutual Funds and Alternative Investments) for discussion and consideration for potential on-boarding to BOS;
• Performing and leading Hedge Funds on-boarding workstreams, including but not limited to, financial, operational, tax and legal due diligence and the completion of relevant internal checklists and processes for on-boarding, all in compliance with internal BOS policies and procedures;
• Reviewing and negotiating agreements, offering memoranda and documentation relating to the on-boarding and distribution of Hedge Funds by BOS;
• Managing and liaising with legal, compliance, tax advisors and other service providers for the negotiation and drafting of legal documentation relating to Hedge Funds;
• Preparing the internal BOS operations process and support for subscriptions, closings, capital calls, distributions, other related corporate actions and reporting processes for Hedge Funds, as necessary;
• Preparing materials, completing relevant checklists and managing the internal approval process for the on-boarding and distribution of Hedge Funds by BOS (including for presentation to Investment Committees), in addition to obtaining external approvals from any relevant regulatory or other relevant bodies;
• Preparing for and managing BOS bank-wide marketing, distribution and advisory of Hedge Funds to BOS front office staff and making presentations to clients (including, but not limited to, launch materials, education materials, hosting training events, coordinating presentations by Hedge Funds managers to front office staff or clients);
• Providing advisory services relating to Hedge Funds for BOS clients in the context of changing macroeconomic environment;
• Supporting the education and training of internal parties, relationship managers and clients across Hedge Funds and strategies, and allocation to Hedge Funds and build fluent knowledge of Hedge Funds on the BOS platform;
• Post on-boarding and distribution, the monitoring and reporting of Hedge Funds investment performance, any market related activity impacting a Hedge Funds and continued eligibility to remain on the BOS platform and formulating and actioning any required follow up with BOS stakeholders including but not limited to investment/product advisors, relationship managers or other internal colleagues;
• Assisting with the monitoring and reporting of sales and revenue of Hedge Funds;
• Preparing investment memos and client presentation materials related to Hedge Funds manager recommendations, fund updates and other thematic discussion topics from time to time.
• Conduct selection of funds (including hedge funds) for model portfolios which can be used for advisory or discretionary/ advisory portfolio management

Qualifications

• Minimum of 8 years work experience in Asset Management/Private Bank as a product specialist especially, with experience in client engagement and customer experience
• Strong investment background, with solid knowledge of hedge funds
• Comfortable to present investment ideas to a varied set of audience (internal and external)
• Proven analytical capabilities and data analysis skill set
• Exceptional communication and writing skills – Preferred to have specific experience drafting detailed investment analyses
• Self-starter with high level of attention to detail, while staying adaptable to tight deadlines
• Desire and ability to be part of a dynamic team; a strong team-player orientation is critical
• Undergraduate or Graduate education from a prestigious institution with specialization in finance, accounting, or other analytical fields

• CFA/CAIA holder will be an advantage