Investment Manager

1 week ago

Quezon City, Philippines Monroe Consulting Group Full time

Responsible for delivering risk-controlled, policy-compliant returns on company's local and offshore portfolio. Primary objective will be to preserve capital while ensuring sufficient liquidity to meet business needs.

Key Responsibilities:

  • Strategy & Execution: Maintain the company's Strategic Asset Allocation (SAA), propose Tactical Asset Allocation (TAA) tilts, and schedule rebalancing to optimize the portfolio. Will also define clear entry and exit rules for investments.

  • Research & Analysis: Conduct in-depth research and produce investment memos on potential investments, including bonds, ETFs, and equities. This includes analyzing the investment thesis, valuation, potential risks, and market catalysts. Will be responsible for tracking key macroeconomic indicators such as interest rates, foreign exchange (FX) rates, and inflation, as well as monitoring issuer credit.

  • Trading & Execution: Execute trades with a focus on best execution, including running Requests for Quotes (RFQs) where feasible and meticulously documenting price discovery. Will maintain a complete and auditable order blotter.

  • Risk Management: Proactively monitor portfolio limits on a daily basis, including issuer, sector, country, FX, and duration exposures. Will also run Value at Risk (VaR) and stress tests, implement hedging strategies as per policy, and promptly escalate any risks that fall outside of established bands.

  • Liquidity & Treasury: Coordinate a rolling 90-day cash runway, ladder maturities, and ensure cash drag is minimized.

  • Governance & Compliance: Uphold strict adherence to compliance policies by observing trading windows, personal account trading rules, and restricted lists. Will ensure all records and filings are complete and submitted on time, and close any Investment Committee (IC) action items within 30 days.

  • Stakeholder Communication: Present clear investment options and recommendations to the Investment Committee and Board of Directors. Expected to be an active participant in debates, commit to decisions once they are made, and execute with transparency.

Qualifications:

  • A bachelor’s degree holder in Finance, Economic, Business Management, or related field

  • Preferably with designation on Chartered Financial Analyst, and/or a Certified Securities Representative

  • At least 5 years of experience in investment management, with a track record of achieving risk-controlled returns.

  • Strong analytical and quantitative skills.

  • Familiarity with financial modeling, data hygiene, and investment management tools.

  • Exceptional communication and presentation skills.

  • High level of integrity and a commitment to compliance and governance

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

#J-18808-Ljbffr

  • Investment Manager

    2 weeks ago

    Quezon City, National Capital Region, Philippines Monroe Consulting Group Full time ₱2,000,000 - ₱2,500,000 per year

    Investment ManagerResponsible for delivering risk-controlled, policy-compliant returns on company's local and offshore portfolio. Primary objective will be to preserve capital while ensuring sufficient liquidity to meet business needs.Key Responsibilities:· Strategy & Execution: Maintain the company's Strategic Asset Allocation (SAA), propose Tactical Asset...

  • Investment Manager

    1 week ago

    Quezon City, Philippines Monroe Consulting Group Full time

    Responsible for delivering risk-controlled, policy-compliant returns on company's local and offshore portfolio. Primary objective will be to preserve capital while ensuring sufficient liquidity to meet business needs. Key Responsibilities: Strategy & Execution: Maintain the company's Strategic Asset Allocation (SAA), propose Tactical Asset Allocation...

  • Treasury Investments Manager

    3 weeks ago

    Quezon City, Philippines The Golden Legacy Financing Corporation Full time

    Strategic HR & Transformation Leader | Training & Culture Formation Facilitator | Former Financial Advisor Drive Strategy. Maximize Value. Lead with Impact. We are looking for a strategic and forward-thinking financial leader to manage our treasury and investment portfolio, optimize resources, and strengthen financial performance. If you have a strong...

  • Investment Associate

    3 weeks ago

    Quezon City, Philippines U P Provident Fund Inc. Full time

    Assist the Investment Committee in managing the company's investments Prepare financial research reports and investment analyses in aid of investment decisions Ensure seamless investment transactions and maintain relevant records and other documentation Perform other related tasks that may be assigned by Management Graduate of a Bachelor's degree in...

  • Investment Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Risewave Consulting, Inc. Full time $90,000 - $120,000 per year

    Investment ManagerLocation:Makati, PhilippinesDue to business expansion, our client is actively seeking anInvestment Managerto join their team in Manila. Reporting directly to theHead of Business Development (Philippines), this individual will play a critical role in supporting financing, investment, and portfolio management initiatives. The successful...

  • Director, Investment Operations

    4 weeks ago

    Quezon City, Philippines Manulife Insurance Malaysia Full time

    ***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Director,...

  • Investment Analyst

    3 weeks ago

    Quezon City, Philippines Manulife Full time

    Manulife Quezon City, National Capital Region, Philippines Join or sign in to find your next job Join to apply for the Investment Analyst role at Manulife Manulife Quezon City, National Capital Region, Philippines 2 days ago Be among the first 25 applicants Join to apply for the Investment Analyst role at Manulife Get AI-powered advice on this job and...

  • Director, Investment Operations

    4 weeks ago

    Quezon City, Philippines Manulife Full time

    Director, Investment Operations (Investment Accounting) Manulife, Quezon City, National Capital Region, Philippines The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation...

  • Investment Paralegal

    2 days ago

    Quezon City, Philippines Manulife Full time

    Manulife is looking to hire an entry level Investment Paralegal to provide legal support. The ideal candidate will have basic knowledge of company law matters, some experience handling retail funds work, and familiar with corporate governance work. We are looking for a motivated and dynamic professional to provide support on legal and regulatory matters...

  • Manager, Investments Accounting Operations

    3 weeks ago

    Quezon City, Philippines Manulife Full time

    Manager, Investments Accounting Operations Manulife Quezon City, National Capital Region, Philippines Join or sign in to find your next job Join to apply for the Manager, Investments Accounting Operations role at Manulife Manager, Investments Accounting Operations Manulife Quezon City, National Capital Region, Philippines 5 days ago Be among the first 25...