Portfolio Manager

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeeInvestment Full time ₱1,200,000 - ₱1,700,000
Investment Portfolio Analyst

Schedule:

  • Monday – Friday (9PM - 6AM/10PM – 7AM)

Job Overview:

Our organization is seeking a skilled investment portfolio analyst to join our team. As an investment portfolio analyst, you will be responsible for analyzing and managing client investments, creating performance reports, and maintaining forecasting models.

Required Skills:

  • At least 4+ years of experience in a similar role
  • Expertise in investment principles, asset allocation, and portfolio management
  • Background in banking and/or financial services industry
  • Proficiency in Microsoft Office, especially Excel and PowerPoint

Nice to Have:

  • Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes
  • CFA certification

Responsibilities:

  • Draft and update client investment presentations, encompassing performance reports and market analysis
  • Maintain and update forecasting models for private investment portfolios
  • 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
  • Ensure compliance with regulatory requirements, including AML/KYC, and coordinate with custodians for accurate cost basis reconciliation
  • Manage private investment subscriptions and account openings

Benefits:

  • Competitive salary package and annual appraisal
  • 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)
  • 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

Why Join Our Organization?

We are a certified great place to work and a top-rated employer of choice. Our organization is dedicated to serving client families worldwide and providing objective advice focused on their best interests.

Equal Employment Statement:

Employment decisions at our organization will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. We ensure the full confidentiality of the data we process.

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