Investment Manager

1 day ago

Quezon City, National Capital Region, Philippines Monroe Consulting Group Full time ₱2,000,000 - ₱2,500,000 per year

Investment Manager

Responsible for delivering risk-controlled, policy-compliant returns on company's local and offshore portfolio. Primary objective will be to preserve capital while ensuring sufficient liquidity to meet business needs.

Key Responsibilities:

· Strategy & Execution: Maintain the company's Strategic Asset Allocation (SAA), propose Tactical Asset Allocation (TAA) tilts, and schedule rebalancing to optimize the portfolio. Will also define clear entry and exit rules for investments.

· Research & Analysis: Conduct in-depth research and produce investment memos on potential investments, including bonds, ETFs, and equities. This includes analyzing the investment thesis, valuation, potential risks, and market catalysts. Will be responsible for tracking key macroeconomic indicators such as interest rates, foreign exchange (FX) rates, and inflation, as well as monitoring issuer credit.

· Trading & Execution: Execute trades with a focus on best execution, including running Requests for Quotes (RFQs) where feasible and meticulously documenting price discovery. Will maintain a complete and auditable order blotter.

· Risk Management: Proactively monitor portfolio limits on a daily basis, including issuer, sector, country, FX, and duration exposures. Will also run Value at Risk (VaR) and stress tests, implement hedging strategies as per policy, and promptly escalate any risks that fall outside of established bands.

· Liquidity & Treasury: Coordinate a rolling 90-day cash runway, ladder maturities, and ensure cash drag is minimized.

· Governance & Compliance: Uphold strict adherence to compliance policies by observing trading windows, personal account trading rules, and restricted lists. Will ensure all records and filings are complete and submitted on time, and close any Investment Committee (IC) action items within 30 days.

· Stakeholder Communication: Present clear investment options and recommendations to the Investment Committee and Board of Directors. Expected to be an active participant in debates, commit to decisions once they are made, and execute with transparency.

Qualifications:

· A bachelor's degree holder in Finance, Economic, Business Management, or related field

· Preferably with designation on Chartered Financial Analyst, and/or a Certified Securities Representative

· At least 5 years of experience in investment management, with a track record of achieving risk-controlled returns.

· Strong analytical and quantitative skills.

· Familiarity with financial modeling, data hygiene, and investment management tools.

· Exceptional communication and presentation skills.

· High level of integrity and a commitment to compliance and governance

  • Investment Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines J Anthony Management Consultants, Inc. Full time ₱1,500,000 - ₱3,000,000 per year

    Client: MULTINATIONAL INSURANCE COMPANYPosition: INVESTMENT RELATIONSHIP MANAGER (Wealth & Investment)The Investment Relationship Manager drives sales performance through strong partnerships with bank partners and clients. The role focuses on growing investment and insurance businesses, implementing sales strategies, and ensuring compliance with company and...

  • Director- Investment Operations

    1 week ago

    Quezon City, National Capital Region, Philippines Aumtrend Full time ₱1,800,000 - ₱2,400,000 per year

    Role : Director - Investment Operations (Investment Accounting)Company : One of the global client -Insurance companyLocation : Quezon city - UP TechnoHub ]]Work Setup : Hybrid - 3 days onsite/weekSchedule: Mid ShiftPermanent position & Direct Hiring by the clientEducationRelevant undergraduate degree in Business Administration, Finance, or...

  • Investment Operations Director

    1 day ago

    Quezon City, National Capital Region, Philippines John Clements Consultants, Inc. Full time $120,000 - $180,000 per year

    Investment Operations DirectorPosition OverviewThe Investment Operations director will support the day-to-day processing and transformation of our function. The Investments business is on a multi-year journey to drive digitization, automation, and improve straight-through processing while leveraging our global hub for end-to-end functions.Our client is...

  • Investment Analyst

    2 weeks ago

    Makati City, National Capital Region, Philippines OONA Insurance Full time ₱900,000 - ₱1,200,000 per year

    The successful candidate will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes.Functions (Duties and Responsibilities):Conduct comprehensive financial modeling and valuation analysis for potential investments across various...

  • Director, Investment Operations

    5 days ago

    Quezon City, National Capital Region, Philippines Manulife and John Hancock Full time ₱1,500,000 - ₱3,000,000 per year

    The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation journey to drive digitization, automation, and increase straight through put processing and leverage our global hub...

  • Director, Investment Operations

    5 days ago

    Quezon City, National Capital Region, Philippines Manulife Full time ₱120,000 - ₱180,000 per year

    The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation journey to drive digitization, automation, and increase straight through put processing and leverage our global hub...

  • Investment Associate

    1 day ago

    Makati City, National Capital Region, Philippines ARQ SME Mezzanine Advisers, Inc. Full time ₱3,600,000 - ₱5,400,000 per year

    The Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. You will conduct comprehensive due diligence on Philippine SMEs aligned with ARQ's strategy, including financial, legal, and...

  • Investment Officer

    2 weeks ago

    Makati City, National Capital Region, Philippines Pilmico Foods Corporation Full time ₱1,500,000 - ₱3,000,000 per year

    Company Description Aboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries, Pilmico and Gold Coin, we believe in sustainably feeding Asia's growth from...

  • Investment Officer

    1 week ago

    Makati City, National Capital Region, Philippines Pilmico (an Aboitiz company) Full time ₱2,500,000 - ₱5,000,000 per year

    Company DescriptionAboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries, Pilmico and Gold Coin, we believe in sustainably feeding Asia's growth from...

  • Investment Officer

    1 week ago

    Makati City, National Capital Region, Philippines Pilmico Foods Corporation Full time ₱1,500,000 - ₱2,500,000 per year

    Company DescriptionAboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries, Pilmico and Gold Coin, we believe in sustainably feeding Asia's growth from...