Senior Investment Officer

3 days ago


Manila, National Capital Region, Philippines tendersglobal Full time
Job Description

As a Senior Investment Officer, you will lead and conduct risk assessments and related due diligence work for ADB's new nonsovereign transactions (loans, guarantees, equity investments), as well as assess risks in existing transactions. You will (i) review client materials, such as financial statements or technical reports, (ii) identify key risks and how to assess them (e.g. sensitivity analysis), (iii) recommend risk mitigation measures and transaction structuring inputs; (iv) prepare risk ratings and valuations; and (v) provide support for thematic or inter-departmental risk analytics projects.

You will:

  • Risk Appraisal of New Transactions
  • Review, assess, and provide recommendations for key transaction risks, covering, inter alia, sponsor, commercial and structure risks in proposed financing transactions.
  • Advise and recommend to deal origination teams on appropriate risk mitigation measures, deal structuring, and financial covenants throughout the risk appraisal process.
  • Participate in drafting risk appraisals for non-sovereign loan, guarantee and equity transactions in both the concept review and final approval stages.

Transaction Monitoring :

  • Review monitoring documents for non-sovereign loan, guarantee and equity transactions, including transactions in remedial or recovery state, and supports the preparation of relevant risk appraisals or valuations.
  • Evaluate and recommend approval for waivers, amendments, and consents related to various proposed changes to loan covenants and terms.
  • Recommend risk mitigation measures including those relevant to covenant structures and security arrangements, as applicable.

Others :

  • Participate or lead special projects and other ad hoc assignments.
  • Provide support to other divisions and units in PSOD as and when needed for special projects and tasks.
  • Coordinate RAU's peer analysis and risk rating consistency.
  • Share knowledge and understanding of subject matter with junior team members to enhance their analytical and technical capabilities.
  • Act as back-up and mentor for junior staff working on transactions.
  • Supervise and mentor junior team members engaged in risk appraisal.
  • Participate in selected due diligence missions.

Qualifications :

You will need:

  • Bachelor's degree in business administration, finance, or relevant fields, preferably with Master's degree or equivalent
  • Qualification as Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) is preferred
  • At least 8 years of relevant experience in international bank, rating agency, or multilateral/bilateral development organization, in risk management, deal origination or investment appraisal, and preferably at least 4 years of supervisory experience.
  • Strong familiarity with risk rating tools, and developments in the area of risk management.
  • Strong computer skills with sound knowledge of common word-processing, spreadsheets, power point and financial modeling.
  • Strong report-writing and communication skills in English.

Source:


  • investment officer

    4 weeks ago


    Manila, National Capital Region, Philippines SupportFinity™ Full time

    The Investment Officer is responsible for managing and improving BPI Wealth's existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with global fund managers and financial institutions for new ideas and market updates and...


  • Manila, National Capital Region, Philippines JPMorganChase Full time

    Join to apply for the Investment Middle Office IBOR – Team Leader role at JPMorganChaseAs an APAC IBOR Team Lead within J.P. Morgan's Middle Office Services, you will play a pivotal role in ensuring the accuracy and timeliness of the Investment Book of Record (IBOR) for our Global Investment Manager clients. You will oversee large components of daily...


  • Manila, National Capital Region, Philippines beBeeSenior Full time

    Unlock Your Potential as a Senior AnalystJoin us in shaping the future of investing. As a Senior Analyst, you will play a pivotal role in driving business growth and making informed investment decisions.Key ResponsibilitiesPreparation of cost and cash journal entries in SAPBalance Sheet SubstantiationSub-ledger reconciliations and Financials...

  • Investment Analyst

    3 weeks ago


    Manila, National Capital Region, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content LinkHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure...


  • Manila, National Capital Region, Philippines beBeeInvestment Full time ₱150,000 - ₱250,000

    Job OverviewThe Personal Wealth Officer is responsible for handling administrative functions and attending to basic inquiries regarding account opening, investment transactions, and core investment products.


  • Manila, National Capital Region, Philippines beBeePortfolio Full time ₱800,000 - ₱1,200,000

    Job OverviewTo outperform benchmarks in investment portfolio management, we seek a professional with expertise in discretionary mandates.The ideal candidate will ensure all transactions align with model portfolios, equity strategies, regulations, operational processes and internal policies, as well as client-approved IPS or investment guidelines.Key...


  • Manila, National Capital Region, Philippines beBeeInvestment Full time 2,075,000 - 2,550,000

    Role SummaryWe are seeking an experienced and dynamic Chief Investment Officer to lead our investment efforts in small enterprises. This is a unique opportunity for a seasoned professional to make a lasting impact on the growth and sustainability of these businesses.Key ResponsibilitiesDevelop and implement strategic plans to drive investments and support...


  • Manila, National Capital Region, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000

    Job DescriptionThe primary role of a Portfolio Relationship Manager is to promote investment products through third-party channels while also servicing and managing the accounts of these partners.Growth of Institutional Agency business by strengthening distribution relationships, expanding product usage, and accrediting new distributors.Timely and accurate...


  • Manila, National Capital Region, Philippines Metropolitan Bank & Trust Company Full time

    Be #InGoodHands with Metrobank Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...

  • Investment Paralegal

    3 weeks ago


    Manila, National Capital Region, Philippines Manulife Insurance Malaysia Full time

    time left to apply End Date: August 30, 2025 (14 days left to apply)job requisition id JR25040413Manulife 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...