Senior Portfolio Strategist

1 week ago


Makati City, National Capital Region, Philippines China Bank PH Full time

**Job Overview:**

The Senior Portfolio Strategist for Funds & Products plays a pivotal role in developing tailored investment funds that address client needs and objectives. This position involves market research, product structuring, investment strategy formulation, and ongoing portfolio management, requiring close collaboration with stakeholders within TAMG and the Bank.

This role entails staying informed on industry trends and regulatory changes to maintain competitiveness while focusing on delivering optimal returns for investors. Key responsibilities include:

  • Developing and managing customized investment portfolios
  • Collaborating with internal teams to design new products based on market demand
  • Conducting market research and financial analysis
  • Monitoring the performance of existing funds
  • Preparing fund-related materials

**Required Skills and Qualifications:**

  • Bachelor's Degree in Business, Finance, Economics or a related field; Chartered Financial Analyst (CFA) designation preferred
  • At least 5 years of experience in managerial capacity in Product Development or Portfolio Management in the Trust or Asset Management industry
  • In-depth understanding of financial markets, economics, investments and credit
  • High degree of efficiency in data interpretation
  • Knowledge with Trust banking laws, general banking laws


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