Associate Portfolio Manager: Analytics & Operations

UnionBank

Pasig

On-site

PHP 650,000 - 900,000

Full time

2 days ago

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Job summary

UnionBank in Pasig, Metro Manila invites applications for an Associate Portfolio Manager-Portfolio Management. The role provides operational and analytical support to portfolio management activities, maintaining records, processing transactions, and preparing reports.

The successful candidate will assist with reviews of investment opportunities, ensure accurate booking and documentation of trades, and coordinate with stakeholders to address portfolio concerns with integrity and professionalism.

Qualifications

Bachelor's degree in finance, accounting, or economics.
Strong analytical and numerical skills with attention to detail.
Experience or exposure to portfolio management is a plus.

Responsibilities

Maintain accurate portfolio records and related information.
Assist in reviewing investment opportunities and portfolio activities.
Prepare and validate portfolio computations, reports, and reconciliations.
Support booking and documentation of transactions in a timely manner.
Monitor portfolio information and escalate discrepancies to the appropriate officer.
Coordinate with units to address operational and portfolio concerns.
Adhere to internal policies, procedures, and regulatory requirements.