Fund / Portfolio Management - Investment Director (Unit Linked)

4 days ago


Manila, National Capital Region, Philippines AXA Philippines Full time

Job Purpose / Summary
Unit Linked: Lead the unit linked business through the creation of investment mandates, oversight of fund manager performance and formation of long term capital market views and asset allocation strategies.
Investment Strategy & Communications: Develop AXA Distribution Network's sales and improve customer persistency and satisfaction through the use of specialized distributor training, portfolio tools, and customized customer communication.
Develop properly constructed client portfolio recommendations, regular policy reviews and tactical tilt advisory based on market updates and views.

Key Result Areas
Actionable Investment - Advice whether it is for point of sale or in-force policies.

Major Activities / Responsibilities:

  1. Regular communication to stakeholders about key market developments and our recommended portfolio mix.
  2. Allocation according to AXA products and overall client portfolio including Metrobank products or even external positions.
  3. Development of the Investment Team's Asset Allocation Engine; recommended investment strategies per client profile (Strategic and Tactical).
  4. Development of portfolio tools to assist distributors in creating appropriate portfolios using latest historical data, forecasts, and simulations.

Key Result Areas
Building a base of aligned and relevant Investment Knowledge for AXA's distribution network and customers.

Major Activities / Responsibilities:

  1. Aligning sound investment principles into the training curriculum of Distribution, Learning and Development.
  2. Regular market updates and reinforcement of key concepts.
  3. Customization of communication according to customer segmentation, risk preferences, and goals.
  4. Resource speaker for investors' forum, client gatherings, etc.

Key Result Areas
Direct management of some UL funds.

Major Activities / Responsibilities:
Directly oversees the management and/or rebalancing of (UL) feeder funds.

Key Result Areas
Strategic Development or Idea Generation for New Funds.

Major Activities / Responsibilities:

  1. Recognize from distributors' and clients' unfilled portfolio needs and exposures.
  2. Relay/Coordinate to the General Account and Unit-Linked Investment Manager the opportunity for the unmet asset profile/exposures for their development.

Key Result Areas
Provide strategic direction for management of the Unit-Linked Funds.

Major Activities / Responsibilities:

  1. Oversees fund performance monitoring.
  2. Recommends changes to fund management.
  3. Reviews UL policies, investment process and strategic allocation of the funds.

Key Result Areas
Creation of a database of economic and financial market indicators.

Major Activities / Responsibilities:

  1. Creates a database of economic and financial market indicators that will be useful in the rebalancing or asset allocation of funds, development, and launching of new funds.

Key Result Areas
Creation, development and improvement of unit linked funds universe.

Major Activities / Responsibilities:

  1. Creates the long-term roadmap of fund development in alignment with key stakeholders.
  2. Creates long term asset allocation recommendations.

Others

  1. Review of underlying assets or funds, third party asset managers, counterparties and brokers, fund administrators and custodians.
  2. Review of policies under Group Standard Handbook.
  3. Presentations to LIAC and BIC on UL activities.

Qualifications - External

Educational Qualifications / Certifications:

  1. Graduate degree (post-graduate preferred) in Business, Economics, Mathematics, Actuarial Science or Statistics.
  2. Exams/certifications like CFA, Actuarial Exams and FRM are an advantage.

Decisions / Quantifiable Data Related to Job:

  1. Identification, assessment and idea generation of funds that are opportunistic or gaps in client portfolios.
  2. Development of appropriate communication measures and strategies to convey market view and actionable investment recommendations.
  3. Development of coherent and consistent investment concepts and tools to be implemented throughout the customer journey.
  4. Creation of new fund mandates and value-adding portfolio recommendations for customers.

Candidate Relevant Experience / Personal Characteristics/Behaviors:


• At least 5 years' experience in investment/fund management, actuarial or asset-liability management work, with work focused on modelling and quantitative analysis.

#J-18808-Ljbffr

  • Manila, National Capital Region, Philippines AXA Philippines Full time

    Job DescriptionThe Portfolio Investment Director will lead the unit-linked business through the creation of investment mandates, oversight of fund manager performance, and formation of long-term capital market views and asset allocation strategies. This role will also involve developing coherent and consistent investment concepts and tools throughout the...


  • Manila, National Capital Region, Philippines EastWest Bank Full time

    EastWest Bank is a leading financial institution in the Philippines.About EastWest BankWe are dedicated to providing innovative banking solutions that meet the evolving needs of our customers.Job DescriptionThe Investments Officer role is responsible for the administration and management of investment portfolios for various accounts and funds.Manage...


  • Manila, National Capital Region, Philippines AXA Philippines Full time

    About the RoleWe are seeking a highly skilled Investment Manager to join our team. The successful candidate will be responsible for ensuring the Non-linked funds can fund the policy liabilities and other cash outflows with an Asset-Liability Management perspective for portfolio management.The ideal candidate will have a strong analytical mindset and...

  • Investment Manager

    2 weeks ago


    Manila, National Capital Region, Philippines AXA Philippines 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...

  • Investment Manager

    1 day ago


    Manila, National Capital Region, Philippines AXA Philippines 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. ...


  • Manila, National Capital Region, Philippines AXA Philippines Full time

    Funds Oversight Executive RoleThe Funds Oversight Executive will provide strategic direction for the management of Unit-Linked Funds, including overseeing fund performance monitoring, recommending changes to fund management, and reviewing UL policies, investment process, and strategic allocation of funds.Key ResponsibilitiesOversight of fund performance...


  • Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    About the RoleThe Investment Support Associate will play a critical role in supporting the Fixed Income, Equities, Investment Solutions, and Multi-Asset Portfolio Management Unit at Bank of the Philippine Islands (BPI).This position involves providing essential support to daily transactions, including booking, monitoring, and coordination for the trades of...


  • Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    About the RoleThe Investment Support Officer position at Bank of the Philippine Islands is a critical role that requires exceptional organizational and communication skills. The successful candidate will be responsible for providing administrative support to the day-to-day trading activities across various desks, acting as a point of contact for...


  • Manila, National Capital Region, Philippines Sun Life of Canada (Philippines), Inc. Full time

    **Job Role:**The Investment Fund Management Expert will be responsible for managing cash flow, preparing financial reports, and coordinating with banks. The ideal candidate will have excellent analytical and problem-solving skills, as well as strong communication and collaboration skills.**Key Responsibilities:**Prepare Investable Fund Report, Collection...


  • Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    Job OverviewThe Investment Support Associate plays a pivotal role in the Fixed Income, Equities, Investment Solutions, and Multi-Asset Portfolio Management Unit at Bank of the Philippine Islands (BPI).This position is responsible for providing essential support to daily transactions, including booking, monitoring, and coordination for the trades of AMTC's...


  • Manila, National Capital Region, Philippines Opus Fund Services Full time

    Our Fund Accounting team is looking for an experienced Fund Accounting Analyst to join our team.This Opportunity:You will be responsible for supporting the preparation of comprehensive financial packages, including investor statements, and contributing to SSAE16 compliance tasks.Contribute to the development of our accounting processes, working closely with...


  • Manila, National Capital Region, Philippines Opus Fund Services Full time

    Opus Fund Services prides itself on staying true to its values: questioning everything, embracing change, building not buying, winning together, and doing the right thing.This Opportunity:We are looking for an ambitious Fund Accounting Analyst with a passion for delivering high-quality work. In this role, you will be responsible for preparing Net Asset Value...


  • Manila, National Capital Region, Philippines AIA (Web) Full time

    About AIA (Web)We believe in empowering our people to find their 'better' - in the work they do, the career they build, and the difference they make.Job SummaryThe successful candidate will be responsible for ensuring that the portfolios of AIA are in line with the required mandates and are compliant with the IGF requirements in terms of Investment...


  • Manila, National Capital Region, Philippines W Group, Inc. Full time

    Join W Group, Inc. as an Investment Portfolio Manager and lead the development of effective investment strategies.This role requires:A strong educational background in Finance, Accounting, or Economics.Experience in financial analysis, portfolio management, and risk assessment.Key Tasks:Develop and implement investment plans that align with company...

  • Investment Director

    4 days ago


    Manila, National Capital Region, Philippines POWER FOR ALL INCORPORATED Full time

    What We OfferAs a Portfolio Manager at POWER FOR ALL INCORPORATED, you will have the opportunity to work with a dynamic team of professionals who are passionate about driving long-term economic and social benefits for communities through impact-driven investments.We offer a competitive compensation package, including a salary and benefits that align with...


  • Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    Join to apply for the INVESTMENT SUPPORT ASSOCIATE role at Bank of the Philippine Islands (BPI)3 days ago Be among the first 25 applicantsThe Investment Support Associate is primarily responsible for providing support to the daily transactions undertaken by the Fixed Income, Equities, Investment Solutions, and Multi-Asset Portfolio Management Unit among...


  • Manila, National Capital Region, Philippines HedgeServ Full time

    HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients' experience using unique proprietary technology coupled with robotic...


  • Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    Primarily responsible for relationship, business development, and account management of various Institutional Accounts.GENERAL ACCOUNTABILITYAccount Management/ MaintenanceCoordinatingProspectingDocumentation and ReportingAccount Management/ MaintenanceIncrease account penetration/ deepen relationship by expanding product usage and increasing amount of funds...


  • Manila, National Capital Region, Philippines AIA (Web) Full time

    FIND YOUR 'BETTER' AT AIAWe don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more...


  • Manila, National Capital Region, Philippines Infinit-O Full time

    About Infinit-O: We specialize in business process optimization for 20 years now, with a world-class Net Promoter Score of 75, delivering powerful technology and high-performance teams within our highly engaged and agile culture.We partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven...