PORTFOLIO MANAGER, MULTI-ASSET INVESTMENTS DEPARTMENT
At a glance
Manager-level Investment & Corporate Development role at Metrobank. Manila.
Pay not stated Investment & Corporate Development salary
financeroles summary, based on the employer's posting.
What you'll do
- Follow local and international economic, market and industry changes, judging how they affect holdings and investment decisions
- Screen securities and other investment options, then bring your proposed actions to the bank's investment committees
- Share portfolio results and market context in conversations with clients and internal briefings
- Check holdings against each mandate, target and risk boundary using suitable performance measures
- Enter investment trades promptly and correctly in the trust system and related platforms
What you bring
- A bachelor's degree in finance, economics or a related subject
- At least five years managing portfolios or working in asset management, investment management or treasury, including fixed income and equities
- Experience researching economies and markets, assessing investments, and presenting proposals to senior leaders or investment committees
- Experience reviewing funds with clients and explaining performance, plus knowledge of applicable BSP, SEC and trust banking rules
Who this fits
This manager-level position suits someone with portfolio experience spanning fixed income and equities, including work in a bank or investment firm. The role is based at Metrobank Center in BGC, Manila.
From the employer
Be #InGoodHands with Metrobank!
Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach!
Job Summary:
Manages investment portfolios by prudently deploying funds in accordance with client investment policies, ensuring asset allocations align with strategic and tactical market objectives. Develops and executes fixed income and equity investment strategies through macroeconomic analysis, portfolio construction, security selection, and disciplined risk management to achieve portfolio goals and outperform benchmarks.
Key Responsibilities:
- Monitors global and local economic, market, and industry developments, assessing their impact on managed portfolios and investment strategies.
- Evaluates investment opportunities and securities, providing recommendations to the Investment Committee and Trust Committee to support informed decision-making.
- Serves as a resource person during client fund performance reviews and internal market updates, delivering insights on portfolio performance and market conditions.
- Conducts regular portfolio reviews using appropriate performance metrics to ensure alignment with investment objectives, mandates, and risk parameters.
- Ensures timely and accurate booking and recording of investment transactions within the trust system and other relevant platforms.
- Performs other related duties and responsibilities necessary to achieve portfolio goals and support the overall objectives of the Trust Banking Group (TBG).
Qualifications:
- Bachelor's degree holder in Finance, Economics or related course. Master's degree in Finance, Business Administration (MBA) or CFA holder is an advantage.
- At least 5 years of relevant experience in managing portfolios, asset management, investment management or treasury including fixed income, equities, money market instruments in banking or investment firm.
- Experience in conducting economic and market research, investment analysis, and investment recommendation presentations to senior management and investment committees.
- Experience to client-facing discussions, portfolio reviews and fund performance presentations.
- Knowledgeable of BSP, SEC, and Trust Banking regulations applicable to investment and portfolio management activities.
Other Details:
Unit: Trust Banking Group/ Investment Management Divsion
Location: Metrobank Center BGC
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