Investment Manager

1 week ago

Caloocan, Philippines AXA Full time

Job Purpose

The primary purpose is to ensure the General Account portfolios (Life and GI) earn sufficient returns to pay policyholder liabilities and shareholder dividends. This involves direct portfolio management, robust investment research and reporting, introduction of new investment outlets/asset classes, and updating of policies and manuals.

Critical Accountabilities
  • Portfolio Management: Ensure the Non-linked funds can fund the policy liabilities and other cash outflows with an Asset-Liability Management perspective for portfolio management.
  • Introduction of new investment outlets/asset classes and investment strategies to optimize liability hedging and NII.
  • Updating of Investment Manual and Policies: Update the policy and manual in line with current and/or ideal practice and consistent with Group standards.
  • Management Reporting: Provide views on asset classes and investment strategies, and collaborate with the rest of the Investment Team in identifying areas of opportunities in current market conditions.
  • Support to internal stakeholders: Create and occasionally present regular market updates in monthly business review meetings, and collaborate with internal counterparties to optimize asset liability matching.
Skills and Knowledge
  • Bachelor’s degree in Finance, Economics, Business Management/Accounting, Business Administration; can consider other degrees if there are accompanying certifications and relevant work experience.
  • Certifications like CFA, FRM, Ateneo-BAP’s TCP, TOAP’s TIFP, PSE Securities Specialist, are an advantage.
  • At least 4 years of work experience as an Investment/Credit Analyst, Credit or Corporate Banking or Broker/dealer in a financial institution (bank or a brokerage company) or Research Analyst in an Asset Management company or Trader/Portfolio Manager working in the following roles: equities, fixed income, or derivatives.
Personal Characteristics/Behaviors
  • Strong analytical and research skills.
  • Excellent verbal and written communication skills.
  • Passion for continuous learning.
  • Visually creative.
  • Effective project management skills.
  • Skilled at MS Excel.
  • Programming skills (VBA, R, or Python) an advantage.
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