Investment Operations Executive

6 days ago


Makati City, National Capital Region, Philippines PSBank Official Full time
About the Position

We are seeking a skilled Investment Operations Executive to lead our Trust Division's investment activities, driving results through diligent transaction execution and strategic decision-making.

Main Duties:
  1. Lead the execution of investment transactions according to client needs, regulatory guidelines, and internal processes.
  2. Develop and implement effective trading and risk management plans to enhance portfolio performance.
  3. Ensure all transactions align with approved strategies and adhere to established policies.
  4. Conduct thorough security analysis to inform strategic decisions.
Required Qualifications:
  1. Degree in Accountancy or a related field.
  2. At least two years of experience in trust investment management, preferably in a supervisory capacity.
  3. Desirable: CPA certification and Level 1 CFA completion.
  4. Mandatory: TCP certification.


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