The posting
The Role:
To be located in Singapore, this role is responsible for servicing the accredited and institutional investors of CG Polaris, an open-end fund run by Chicago Global Capital. The role reports to the Chief Operating Officer. This is a licensed role: the successful candidate will be appointed as a representative of Chicago Global Capital under the Monetary Authority of Singapore’s Representative Notification Framework.
Key Responsibilities:
(a) Servicing the existing clients of CG Polaris;
(b) Providing regular updates to the clients on the fund performance and portfolio strategies of CG Polaris;
(c) Maintaining a positive relationship with the clients to promote further investment by the clients;
(d) Conducting business development to bring in prospective investors to CG Polaris; geographical coverage of the business development effort will align with the five markets on which CGPolaris intends to target, namely, China, the U.S.,Australia, Malaysia, and Indonesia;
(e) Liaising with clients and prospective investors for onboarding and ensuring the adherence of KYC/AML requirements;
(f) Coordinating with custodians, brokers, and administrators on operational matters;
(g) Trade execution relating to portfolio adjustments;
(h) Launching new funds with new strategies to widen the reach of Chicago Global Capital.
Experience &Qualifications:
(a) Bachelor’s degree in Economics, Finance, or a related field;
(b) 8+ years in financial services, including at least 2 years in a client-facing role;
(c) Experience in business development, investor relations, or client coverage, with a track record of growing client revenue or assets;
(d) Experience with client on boarding and account opening; familiarity with KYC/AML requirements;
(e) As this is a licensed role, hold, or be able to obtain before appointment, the CMFAS qualifications required to be appointed as a MAS representative, and meet MAS’s fit and proper criteria;
(f) Working knowledge of fund operations and the post-trade lifecycle, settlement, reconciliation, corporate actions, FX, and income;
(g) Prior work at an investment bank, asset manager, or global custodian;
(h) Preferred: experience with institutional or accredited investors in one or more of CG Polaris’s target markets;
(i) Preferred: experience with operational risk, incident management or control frameworks.
Skills &Attributes:
(a) MicrosoftOffice: Advanced Excel, PowerPoint, WORD, etc.;
(b) Data& Automation: data and automation tools (example SQL) and dashboarding (example Tableau);
(c) Languages: in addition to English, ideally be fluent in the language used in one of the target markets (Mandarin or Bahasa Malaysia/Indonesia);
(d) Mindset: client-first mindset and able to translate clients’ needs into product and operational change;
(e) Communications: strong communications skills for liaising with external parties (clients, brokers, administrators, etc.) and internal parties (management team, portfolio managers, compliance team, etc.);
(f) Personality: resilient and able to excel in a startup environment, staying organized and calm under pressure, and good judgement on when to escalate.



