HEAD, INVESTMENT ANALYSIS DEPARTMENT

Metrobank; Manila; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Metrobank is looking for a Head of Investment Analysis Department to support TBG business growth through thorough evaluation of trust investments, ensuring sound decision-making for clients.

The role involves supervising Investment Analysts, conducting due diligence on fixed income issuances, and preparing internal risk ratings. Ideal candidates should have extensive experience in investment analysis and a strong attention to detail.

Qualifications

• Strong leadership and team supervision skills in managing Investment Analysts.
• Extensive experience in fixed income, collective investment schemes, and other trust assets evaluation.
• Proven ability to conduct due diligence and financial screening.

Responsibilities

• Ensure departmental goals are cascaded to the Investment Analysts.
• Supervise Investment Analysts to achieve team objectives.
• Conduct due diligence on fixed income issuances and investment schemes.

Skills

Leadership

Investment Analysis

Attention to Detail

Credit Assessment

Job description

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!

Position Title

Head, Investment Analysis Department

Job Summary

Responsible for supporting the growth of TBG business by providing thorough evaluation of trust investments, as well as counterparties, and brokers, to enable sound decision-making by the clients and asset managers. Expected to deliver investment‑related insights to help TBG clients attain their investment objectives.

Duties and Responsibilities

• Ensures the goals and objectives of TBG, ISD and IAD are cascaded to the Investment Analysts and incorporated in the department’s plans.
• Supervises Investment Analysts in achieving the team’s objectives.
• Conducts due diligence on prospective and existing fixed income issuances, collective investment schemes, and other assets under trust, through initial financial screening (First Pass), investment evaluation, and summary Investment Digest, as applicable.
• Conducts review of counterparties, brokers, fixed income issuers, and collective investment schemes with approved lines and limits at least annually or earlier, as needed.
• Prepares internal credit/investment risk ratings for the different covered investment securities, and flags deterioration in investment quality.
• Provides insights on current and potential offshore collective investment outlets for model portfolio and framework construction, to aid in decision‑making for clients’ discretionary global portfolios.
• Monitors credit database and documentary deficiencies in relation to financial documents.
• Ensures that investment evaluation policies, procedures, and desk manual are up to date and accurately reflects the team’s processes.

Qualifications

• Strong leadership and team supervision skills in managing Investment Analysts
• Extensive experience in fixed income, collective investment schemes, and other trust assets evaluation
• Proven ability to conduct due diligence, financial screening, and investment analysis
• Skilled in credit assessment and internal risk rating of investment securities
• Experienced in reviewing counterparties, issuers, brokers, and investment limits compliance
• Knowledgeable in offshore investment opportunities and portfolio strategy development
• Strong attention to detail in monitoring credit databases and documentation completeness
• Ability to align team objectives with organizational goals and strategic plans
• Well‑versed in maintaining and updating investment policies, procedures, and manuals

Other Details

Unit: Trust Banking Group/ Investment Services Division

Location: Metrobank BGC Center, Grand Hyatt