Investment Consultant (Portfolio & IPS Framework) - Part-Time / Contract

Responsibilities

• Provide input on strategic and tactical asset allocation to support portfolio performance
• Support the design of diversified multi-asset portfolios across public and private markets
• Assist in developing or refining Investment Policy Statements (IPS) and portfolio guidelines
• Contribute to the development and enhancement of investment frameworks and processes
• Provide advisory input on portfolio construction and asset allocation decisions
• Evaluate investment opportunities across equities, fixed income, private equity, venture capital, and alternative assets
• Conduct high-level investment due diligence on opportunities
• Support portfolio monitoring and risk management practices
• Analyze portfolio risks (market, liquidity, concentration) and provide insights
• Assist with scenario analysis and stress testing
• Prepare investment insights and updates for internal stakeholders
• Liaise with banks, fund managers, and external partners
• Collaborate on investment-related initiatives and projects

Requirements

• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant experience in asset management, private banking, family office, or investment roles
• Familiarity with multi-asset portfolio management and asset allocation
• Understanding of public and private markets , including alternative investments
• Strong analytical and problem-solving skills
• Good communication and stakeholder management skills
• High level of integrity and professionalism
• Professional certifications such as CFA or equivalent
• Experience in supporting or contributing to investment frameworks or IPS development
• Exposure to alternative investments and private markets

Additional Information

Job Summary We are seeking an experienced Investment Consultant (Part-Time / Contract) to support portfolio strategy, asset allocation, and investment framework development within a private family office environment. This role is suitable for candidates with strong investment experience who can contribute on a flexible basis, particularly in areas such as portfolio structuring, asset allocation, multi-asset portfolio management, and Investment Policy Statement (IPS) development .

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at TELUS HOLDINGS PTE. LTD.? Share your experience