Investment Risk Associate

3 days ago

Makati City, National Capital Region, Philippines ATRAM Group Full time ₱1,200,000 - ₱2,400,000 per year

Job Posting: Portfolio Analytics & Data Associate

Location: Makati City, Philippines | Business Unit: Investments | Department: Portfolio Intelligence & Analytics

About ATRAM

ATRAM is the leading independent asset and wealth manager in the Philippines. With a commitment to innovation and fiduciary excellence, ATRAM is reshaping how investment insights, analytics, and advisory services empower both institutional and private wealth clients.

About the Role

The Portfolio Analytics & Data Associate plays a critical role within ATRAM's Portfolio Intelligence & Analytics Group, supporting both investment decision-making and client advisory engagements. This is an opportunity to work at the intersection of data, analytics, and portfolio strategy in one of the most dynamic asset managers in the region.

Key Responsibilities


• Prepare and validate daily/monthly performance and compliance reports to support portfolio managers and client advisory teams.


• Assist in delivering risk consultancy outputs for internal and external clients.


• Maintain audit trails and compliance documentation, ensuring regulatory and fiduciary readiness.


• Support stakeholder communications, providing timely insights and notifications to portfolio managers, relationship managers, and senior leadership.


• Safeguard data integrity across systems; troubleshoot data/reporting issues in collaboration with IT and business intelligence teams.

Qualifications


• Bachelor's Degree in Finance, Mathematics, Computer Science, or a business-related field.


• 1+ year of experience in investment analytics, performance reporting, or risk consultancy preferred.


• Proficiency in MS Excel and familiarity with investment analytics tools.


• Strong quantitative, analytical, and communication skills.


• Attention to detail, with the ability to support both day-to-day reporting and high-impact advisory outputs.


• (Preferred: CFA or FRM candidate/designation).

What We Offer


• Be part of a fast-growing team at the forefront of investment strategy, advisory, and analytics.


• Exposure to institutional and private wealth clients, with opportunities to work on revenue-generating risk consultancy engagements.


• A collaborative, high-performance environment where data and insights drive investment decisions.


• Career development and learning opportunities in one of the most innovative financial services platforms in Southeast Asia.

How to Apply

If you are driven by data, passionate about investments, and want to shape the future of portfolio analytics and advisory, we'd love to hear from you. Apply now via LinkedIn.

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