Senior Portfolio Management Specialist

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeePortfolio Full time $900,000 - $1,200,000
Job Description

Schedule: Monday – Friday (9PM - 6AM/10PM – 7AM PHT)

Responsibilities:
  • Draft and update client investment presentations, encompassing performance reports and market analysis.
  • Maintain and update forecasting models for private investment portfolio.

Investment Database & Performance Monitoring:

  • Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking.
  • Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment.

Investment Compliance & Operations:

  • Ensure compliance with regulatory requirements, including AML/KYC.
  • Coordinate with custodians for accurate cost basis reconciliation.
  • Manage private investment subscriptions and account openings.
Benefits
  • Medical, Dental Coverage and Life insurance from day 1 of employment with 2 HMO dependents
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Complimentary Sleeping Quarters, Coffee at no cost
  • Complimentary Office Fitness and Wellness Facilities at no cost
  • GrabPay Credits
  • Regular Company Events, Work Life Balance, and Career growth opportunities
  • Accessible location at the heart of Metro Manila — the Mega Tower, EDSA

Our team is dedicated to serving client families worldwide and providing objective advice focused on our clients' best interests.

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