Academic Investment Lead: Strategy & Portfolio

XMC BPO Manila; Quezon City; On-site; PHP 1,200,000 - 2,400,000; Full time

Benefits offered by this job

HMO

Company Equipment

Job Training

Employee Recognition Program

Job summary

XMC BPO Manila is seeking an experienced Investment Head/Manager to oversee the institution’s investment portfolio and drive strategic financial decisions. This on-site role in Quezon City requires a strong background in investment management and governance.

You will develop investment strategies, manage risks, monitor performance, and collaborate with banks and fund managers to support long-term objectives. CPA/CFA credentials and experience in education or nonprofit sectors are valued.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field.
• CPA or CFA certification/license.
• Master’s degree or relevant professional certification is an advantage.
• Significant experience in investment management, treasury, portfolio management, or financial planning.
• Strong knowledge of financial markets, investment products, risk management, and financial analysis.
• Excellent analytical, communication, negotiation, and leadership skills.
• Experience working with an educational institution, nonprofit organization, foundation, or similarly governed organization is an advantage.

Responsibilities

• Develop and oversee investment strategies aligned with the institution’s financial goals.
• Identify, evaluate, and recommend suitable investment opportunities.
• Monitor portfolio performance and report to senior management.
• Conduct financial, market, and risk analyses for potential investments.
• Manage relationships with banks, fund managers, and other investment partners.
• Ensure compliance with regulations and governance requirements.
• Develop investment policies and risk-management frameworks.
• Provide financial insights to senior leadership.
• Stay informed on market trends and impacts on investments.

Skills

Analytical skills

Leadership

Negotiation

Communication

Education

Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field

CPA or CFA certification/license

Master’s degree or relevant certification (advantage)

Job description

XMC BPO Manila is seeking an experienced Investment Head/Manager to oversee the institution’s investment portfolio and drive strategic financial decisions. This on-site role in Quezon City requires a strong background in investment management and governance.

You will develop investment strategies, manage risks, monitor performance, and collaborate with banks and fund managers to support long-term objectives. CPA/CFA credentials and experience in education or nonprofit sectors are valued.