Financial Portfolio Analyst
1 week ago
About the Position:
This key role within the Investment Team is responsible for developing and implementing investment strategies that deliver exceptional returns for our clients. As a skilled Investment Professional, you will contribute to the success of our organization by leveraging your expertise and knowledge in the field of investments.
Main Responsibilities
Investment Strategy Development- Develop and implement an effective investment strategy that ensures the Non-linked funds can meet policy liabilities and other cash outflows.
- Manage risk and achieve at least benchmark return with no breach in risk limits as defined in the Risk Appetite Framework.
- Ensure investment portfolio's compliance with regulatory requirements, Non-Linked Investment Policy, and Risk Appetite Framework.
- Monitor and manage liquidity to support investment decisions.
- Collaborate with the ALM team to optimize asset-liability matching.
- Update the policy and manual in line with current and/or ideal practice and consistent with Group standards.
- Provide expert views on asset classes and investment strategies.
- Identify areas of opportunities in current market conditions and collaborate with the Investment Team.
- ESG oversight of Non-Linked investment accounts using standard AXA Group level scoring methodologies.
- Keep management informed of ESG related market developments.
- Create and present regular market updates in monthly business review meetings.
- Conduct investment expense studies and assist in discount rate computation during Annual Impairment Exercise.
- Collaborate with internal counterparties to optimize asset liability matching.
Decisions:
- Developing and updating investment plans, deciding on target duration gaps.
- Consistently delivering high-quality fund and market updates to stakeholders.
Quantifiable Data Related to Job:
- Portfolio alpha relative to benchmark.
- Change in market value of assets and liability reserves.
A bachelor's degree in Finance, Economics, Business Management/Accounting, or Business Administration; consideration may be given to other degrees accompanied by relevant certifications and experience.
Certifications like CFA, FRM, Ateneo-BAP's TCP, TOAP's TIFP, PSE Securities Specialist, are advantageous.
Relevant ExperienceAt least 4 years of work experience as an Investment/Credit Analyst, Credit or Corporate Banking, or Broker/dealer in a financial institution or Research Analyst in an Asset Management company or Trader/Portfolio Manager working in equities, fixed income, or derivatives.
Personal Characteristics and Behaviors- Strong analytical and research skills.
- Excellent verbal and written communication skills.
- Passion for continuous learning.
- Visually creative.
- Effective project management skills.
- Proficient in MS Excel.
- Programming skills (VBA, R, or Python) are advantageous.
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