Financial Portfolio Specialist

6 days ago


Manila, National Capital Region, Philippines AXA Philippines Full time

Job Description:

Key Responsibilities

The Investment Manager is accountable for managing the General Account portfolios (Life and GI) to ensure they generate sufficient returns to meet policyholder liabilities and shareholder dividends.

Main Activities:

  • Portfolio Management

    • Ensuring Non-linked funds can fund policy liabilities and other cash outflows

    • Achieving at least benchmark return without breaching risk limits

    • Ensuring investment portfolio compliance with regulatory requirements, Non-Linked Investment Policy, and Risk Appetite Framework
  • Research and Development

    • Identifying alternative investment strategies to improve asset-liability matching and uplift net investment income

    • Scouting for new investment outlets/asset classes
  • Reporting and Analysis

    • Providing views on asset classes and investment strategies

    • Collaborating with the Investment Team to identify areas of opportunities in current market conditions
  • Stakeholder Support

    • Creating and presenting regular market updates

    • Conducting investment expense studies

    • Calculating discount rates for annual impairment exercises

Requirements:

  • Bachelor's degree in finance, economics, business management/accounting, or business administration

    • Relevant experience in investment/credit analysis, corporate banking, broker-dealer, or asset management

    • Strong analytical and research skills

    • Excellent verbal and written communication skills

    • Passion for continuous learning

Why Join Us:

  • Diverse and inclusive work environment

    • Opportunities for professional growth and development

    • Competitive salary and benefits package


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