jobs in LUMIQ PTE. LTD.

Full Time Business Project Manager Jobs, Salary up to SGD 4,000 in LUMIQ PTE. LTD. West Region (Singapore) - Maukerja

Business Project Manager

LUMIQ PTE. LTD.

Clementi, West Region (Singapore)

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Working Location

  • Clementi West Region (Singapore) Singapore

Job Description

Responsibilities

LUMIQ · Singapore · Full-time

LUMIQ is awealth management technology platform serving family offices, banks andinstitutional wealth managers. We're looking for a Business Project Manager tosit at the centre of our investments, product and commercial work.

This is abroad, hands-on role. You'll own the operational rhythm that keeps our platformaccurate, support institutional portfolio mandates, and take a real role inwinning and keeping clients. It suits someone who's happy moving from aninvestments discussion to a data check to a client call in the same day.

What you'll do

  • Support model portfoliomandates for institutional clients, including construction, rebalancing input,monthly performance reporting and client review calls
  • Conduct market and equityresearch: screen funds, managers and single names, track sector and macrodevelopments, and produce written views for internal and client discussions
  • Run our monthly market dataupdate cycle: prepare the inputs, coordinate with the data team, and validatethe numbers before anything goes live
  • Load new funds, benchmarks andindices onto the platform, including client-specific classification work
  • Set up and manage clientaccounts, and handle onboarding for new users
  • Test platform calculations andinvestigate reported issues with our engineering team
  • Reach out to prospectiveclients, run platform demos, and convert new business
  • Build and maintainrelationships with existing clients as their day-to-day point of contact
  • Revisit dormant leads and keepour pipeline and CRM in good order
  • Help prepare client-facingmaterial, including our monthly family office calls, and manage our website andLinkedIn presence
  • Contribute to new dashboard andproduct ideas we're prototyping
What we're looking for

  • Graduates or one with 1- 2 years' experience in investment operations,wealth management, asset management or fintech
  • Degree in finance, economics,business or a quantitative subject
  • Solid grasp of investmentbasics: asset allocation, benchmarks, portfolio performance and returns
  • Able to research funds andmarkets independently and write up a clear, defensible view
  • Strong Excel skills, andconfidence checking and reconciling large data files
  • Comfortable in front ofclients: presenting, demoing, holding a commercial conversation
  • Genuine attention to detail.Our data reaches live client accounts, so accuracy matters
  • Able to juggle severalworkstreams and chase external parties for what you need
Nice to have: experience with SaaS orplatform operations, CRM systems, website or social content, or an interest inAI-assisted tooling.

LUMIQ is a Collective Intelligence operations and solutions platform dedicated to the global professional wealth and investment advisor. LUMIQ is created by global experienced investment managers to bridge the gap between institutional and retail investors.

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