Investment And Portfolio Performance Analyst

Portfolio Management jobs in the Philippines

257 Portfolio Management jobs in the Philippines Investment and Portfolio Performance Analyst

Posted today

Job Description

The Investment and Portfolio Performance Analyst under supervision, gathers and analyzes investment performance data while working with local performance teams, client reporting, front and middle offices. The individual will have a strong competence of the asset management industry including performance calculation and factors impacting returns proactively foreseeing and escalating any issues as need. The outcome is to ensure that performance data is provided in a timely, complete and accurate manner to both internal and external clients.

On The Job You Will

• Gather, analyze, and produce accurate performance data interacting with appropriate individuals/groups to resolve errors. Review and verify work of others for accuracy and completeness.
• Prepares standard and ad-hoc performance reports on a daily / weekly / monthly basis that support local performance teams, client reporting, front and middle offices.
• Help manage daily workflow and help monitor timely and quality delivery out work outputs or delivery
• Demonstrate knowledge in performance methodology and systems through answering daily queries from team members, local performance and middle office counterparts
• Maintain systems and databases by ensuring procedures are followed to review the accuracy and integrity of static and time series data for assigned portfolios, benchmarks, and other information.
• Obtain strong understanding of performance calculations in various systems and calculate manually as needed
• Respond to inquiries, on both a recurring and ad hoc basis related to performance data
• Project management and process enhancement

Required Qualifications

• Bachelor's degree in Mathematics, Statistics, Economics, Finance, Accounting, or a related field is required
• A minimum of 4-5 years of experience in the investment management, wealth management or insurance industry is preferred
• Expert user of Bloomberg, Morningstar, Lipper for IM and Sylvan
• Candidate must have above average organizational and time management skills with the ability to work independently and meet tight deadlines.
• Superior knowledge in MS Excel, Power BI, Power Automate and other automation tools.
• Above average understanding of project management and process enhancement.
• Must be willing to work on a schedule based on the supported region (Asia - morning to mid shift) but is also amenable to working on a night shift (US) as needed.

Preferred Qualifications

• Candidate must demonstrate superior problem solving and decision making skills.
• Above average knowledge in researching and sourcing data from various websites and internet databases
• Understands the concepts surrounding asset management operations from the front office to back office
• Possesses a fundamental understanding of investment styles, models and risks basic telephony skills

When You Join Our Team

• We\'ll empower you to learn and grow the career you want.
• We\'ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we\'ll support you in shaping the future you want to see.

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider...

Manulife is an Equal Opportunity Employer...

Working Arrangement: Hybrid

Posted today

Job Description

*For applicants that submitted application in the previous job postings, you may opt not to re-apply again in this job posting as we are already processing your application.*

Company Description

Philippine Business Bank - Trust and Investment Center is looking to fill the role of Trust Portfolio Management Officer.

Role Description

This is a full-time on-site role for an Investment Officer located in Metro Manila. The Portfolio Management Officer will be responsible for managing investment portfolios, specifically discretionary accounts. The role also includes regular monitoring of portfolio performance, performing risk assessments, conducting financial market research, and ensuring compliance with financial regulations.

Qualifications

• Candidate must have prior work experience in investment management, specifically local fixed income and/or equity securities
• Prior experience working in trust and/or asset management company must be at least 3 to 5 years
• Finance and Analytical Skills
• Investment Management and Portfolio Management skills
• Knowledge and experience in Investments
• Strong problem-solving and decision-making abilities
• Excellent written and verbal communication skills
• Bachelor's degree in Finance, Economics, or related field
• Only candidates that meet the aforementioned qualifications will be processed.

If you are interested or know someone interested kindly forward your latest CV to

Head of Portfolio Management

Pasig City, National Capital Region ₱ - ₱ Y TempleTech Finance Corp.

Posted today

Job Description

The Head of Portfolio Management is to lead the client success strategy and operations at Tendo. This role is accountable for strengthening employer partnerships, driving employee loan conversion, and ensuring consistent reporting on partner performance and initiatives. The Client Success Head will establish structured review rhythms, deploy adoption playbooks, and lead a team of account managers to deliver measurable business outcomes.

KEY RESPONSIBILITIES

1. Employer Portfolio Management
2. Conversion & Adoption Initiatives
3. Operational Excellence
4. Cross-Functional Collaboration

The Head of Portfolio Management is to lead the client success strategy and operations at Tendo. This role is accountable...

Qualifications

• 8–12+ years in client success, account management, or partner management (preferably fintech, lending, or B2B2C context).
• Strong track record in structured reporting and driving adoption initiatives.
• Experience managing enterprise client relationships with executive-level stakeholders.
• Analytical and data-driven; able to translate metrics into actionable insights.
• Excellent communication, relationship-building, and influencing skills.
• Proven leadership of client-facing teams.

Posted today

Job Description

Core Skills:

Functionally focused role with hands on experience configuring or setting up the PPM Modules (Projects, Grants)

Core Skills:

• Configuration of ERP PPM Modules listed above
• Configuration of workflow for approvals and error routing in PPM and Grants
• Configuration of Common Lookups, Value Sets, Descriptive Flexfields (DFFs), and Extensible Flexfields (EITs)
• Strong knowledge of Month-end, Quarter-end, and Year-end closing activities, ensuring financial accuracy and compliance related to PPM
• Strong knowledge of budgetary control and encumbrance accounting related to Projects
• Strong understanding of delivered reports and ability to address gaps with OTBI reporting

Nike Nice to Have Skills:

Technical aptitude to build queries for deeper analysis

Ability to troubleshoot interface issues as they arise, reviewing error logs and analyzing the OIC setup

Posted today

Head, Product and Portfolio Management

Taguig, National Capital Region ₱ - ₱ Y Metropolitan Bank & Trust Company

Posted today

Job Description

Be #InGoodHands with Metrobank

Position details and responsibilities include developing consumer loan products, campaigns, and ensuring regulatory compliance; managing online platforms and digital communications; leading leads management and cross-functional campaigns; campaign profitability analysis; and driving end-to-end product and portfolio management.

Qualifications

• Bachelor\'s degree in Business Administration, Finance, Marketing, or related field; Master\'s preferred.
• At least 6 years proven experience in developing and managing consumer loan products and campaigns.
• Strong analytical skills and leadership of cross-functional teams.
• Deep understanding of banking regulations, credit policies, and compliance coordination

Other Details: Rank: Senior Officer; Location: The Shops, BGC, Taguig

Collection Portfolio Management and Analytics Manager

Posted today

Job Description

The Collection Portfolio Management and Analytics Manager is responsible for developing reports and analysis to provide better business decisions, consolidating monthly performance reports, and monitoring collections.

JOB SPECIFICATIONS

• Over 7 years working experience in data analytics and performance.
• Excellent analytical and problem solving skills
• Excellent communication skills, verbal or written

p>₱ - ₱ Y Atticus Advisory Solutions Inc. Head of Portfolio Management

...

Head of Product and Portfolio Management

Posted today

Job Description

We are looking for a visionary and strategic leader to head the Product & Portfolio Management function of a fast-growing telecommunications and ICT provider in the Philippines. This is a senior executive role reporting directly to the Chief Commercial Officer, with responsibility for driving the growth and innovation of the company\'s Enterprise Business Group.

The Role

• Lead the end-to-end lifecycle of enterprise ICT products and solutions — from conceptualization, development, and go-to-market, to growth, optimization, or retirement.
• Build and manage a high-impact product portfolio that includes connectivity, managed services, cloud solutions, data centers, cybersecurity, and emerging technologies.
• Drive product strategy and roadmap, ensuring solutions are relevant, profitable, and aligned with enterprise customer needs.
• Oversee portfolio performance, setting and tracking KPIs such as product adoption, revenue contribution, and customer satisfaction.
• Collaborate closely with Sales, Technology, Network, Finance, Pricing, and Marketing teams to ensure successful product launch and adoption.
• Lead and mentor a high-performing team of product managers, solution designers, and pre-sales specialists.
• Serve as a key member of the Enterprise Leadership Team, championing product innovation as a growth engine.

Qualifications

• Bachelor\'s Degree in Engineering, Business, IT, or related field (Master\'s preferred).
• Minimum of 10 years in product management, with at least 5 years in a senior leadership role in telecommunications, ICT, or technology sectors.
• Proven experience in launching, scaling, and managing B2B enterprise products in high-growth environments.
• Deep understanding of enterprise ICT services such as SD-WAN, cloud, data center, cybersecurity, managed services, and connectivity.
• Strong commercial and strategic acumen, with the ability to balance profitability, competitiveness, and customer experience.
• Excellent stakeholder management, leadership, and communication skills.

Job Types: Full-time, Permanent

• Additional leave
• Company Christmas gift
• Company events
• Employee stock ownership plan
• Health insurance
• Life insurance
• Opportunities for promotion

Head of Product and Portfolio Management Department

Taguig, National Capital Region ₱ - ₱ Y Metropolitan Bank & Trust Company

Posted today

Job Description

Be #InGoodHands with Metrobank

Position summary and duties include managing teams for consumer loan product development, ensuring regulatory compliance, and driving product and portfolio performance.

Qualifications

• Bachelor\'s degree in Business Administration, Finance, Marketing, or related field; Master\'s preferred.
• At least 6 years experience in developing and managing consumer loan products and campaigns.
• Strong analytical skills and leadership of cross-functional teams.
• Deep understanding of banking regulations and credit policies.

Other Details: Rank: Senior Officer; Location: The Shops, BGC, Taguig

Collection Portfolio Management and Analytics Manager

Posted today

Job Description

The Collection Portfolio Management and Analytics Manager is responsible for developing reports and analysis to provide better business decisions, consolidating monthly performance reports, and monitoring collections nationwide.

Job Specifications

• Over 7 years working experience in data analytics and performance.
• Excellent analytical and problem solving skills
• Excellent communication skills, verbal or written

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