Investment Review Specialist, BOS Trustee Limited (1 year contract)

  • Competitive
  • Singapore Singapore Singapore SG
  • Contract, Full time
  • Bank of Singapore
  • 23 Jul 18 2018-07-23

Investment Review Specialist, BOS Trustee Limited (1 year contract)

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!

Bank of Singapore opens doors to new opportunities.
Start your career with Bank of Singapore as an Investment Review Specialist!!

General Description
• The incumbent will support the trust team in carrying out investment reviews on the performance of the trust fund portfolios

Main duties
• Assist with performing investment monitoring reviews for trust accounts, to assess the performance of the portfolio on a risk-based frequency.
• Prepare the investment policy statement in accordance with the constitutive documents for the trust accounts. Maintain and track schedule for monitoring of the accounts, and provide management reporting as necessary.
• Identify issues with accounts (e.g. significant drop in asset value or excessive volatility) that require action, and work to resolve with investment manager.
• Assist in risk management results relating to the investments
• Ensure compliance with the related rules and regulations associated with the trust portfolio
• Interact with trust managers/front office/counterparties as necessary to obtain information on the investments

Work experience requirements
• 3 to 5 years in asset management/banking/financial industry, experience in investment performance will be an advantage
• Knowledge of investment concepts and practices (e.g. familiar with investments in equity and fixed income markets) Prior exposure to wealth planning, trusts would be helpful
• Team player, good communication skills
• Meticulous and pays attention to details

Education requirements
• Degree holders are welcome to apply

Reporting To
Head of Trust Operations