Portfolio Strategist

Job Summary

This role could be based in Singapore or Hong Kong. When you start the application process you will be presented with a drop-down menu showing all countries, please ensure that you only select a country where the role is based

Portfolio Strategist within the Asset Allocation team of the Global CIO Office. The Asset Allocation team delivers advisory cross-asset investment allocations, portfolios and solutions across our wealth clients within our retail and private bank markets. Key areas of focus include the private bank and retail advisory portfolios as well as the Global Investment Committee’s House View tactical allocations across markets.

The Portfolio Strategist will be involved in the following processes: supporting the delivery of asset allocation, portfolio optimization, and risk management solutions for the private and retail segments. This includes participating in the maintenance and delivery of asset allocation process across Private and Retail bank segments, liaising with the Investment Strategy team and actively participating in the Group Investment Committee (GIC) meeting.

Key Responsibilities

• Own, maintain, and communicate the Bank’s Capital Market Assumptions (CMAs), serving as the subject matter expert on their development, methodology, and application across investment and portfolio construction processes.
• Maintain the asset allocation frameworks, & advisory reference portfolios for the private and retail bank segments including:
• The construction of the most optimal long-term Strategic Asset Allocation (SAA) models for different investment objectives and risk profiles
• Adjusting SAA models to align with "House Views", while adhering to risk and return budgets. Maintain corresponding Tactical Asset Allocation (TAA) models to enable dynamic portfolio positioning
• Monitoring asset allocation and advisory reference portfolios performance against pre-decided benchmarks
• Conducting regular reviews of third-party market views to assess alignment with our positioning and maintain ongoing performance tracking of SAA and TAA models
• Provide customized asset allocation and portfolio construction advice tailored to clients’ investment objectives and goals
• Support Relationship Managers (RMs) and Investment Advisors (Ais) in serving UHNWI clients: Goal-based investment strategy design, holistic wealth consolidation, risk-return diagnostics and portfolio optimization
• Draft publications and write market commentaries related to asset allocation
• Be a strong advocate of the CIO office views via written, verbal and multi-media communication channels

Our Ideal Candidate

• 5 years+ of financial markets experience in multi-asset portfolio management, asset allocation, or investment strategy
• Education: Bachelor’s Degree Or Higher From A Reputable University

Role Specific Technical Competencies

• Strong understanding of macroeconomics and finance
• Asset Allocation Framework
• Investment & Quantitative Risk Management Techniques
• Presentation skills (power point)
• Programming and coding (e.g. VBA, Statistical language - R Studio, AI-assisted programming)
• Ability to simplify complex investment themes for a broad-based, non-specialist audience

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things