Investment Consultant

AIA Philippines; Makati; On-site; PHP 250,000 - 380,000; Full time

Job summary

AIA Philippines is seeking an Investment Consultant to help manage the company’s investment funds and support investment solutions. The role includes overseeing fund managers and ensuring alignment with strategic targets.

The ideal candidate will contribute to income goals, onboard new investment instruments, and participate in asset allocation reviews while ensuring regulatory and internal compliance.

Qualifications

• Education credentials listed, including CFA/FRM/TCP/CAIA certifications or related master’s degree are advantageous.
• At least 5 years of experience in investments, asset management, risk management, or related roles.

Responsibilities

• Assist in delivering investment solutions and fund manager oversight.
• Contribute to income targets and strategic goals of the company.
• Onboard new investment outlets, funds, and financial instruments.
• Represent investment management in Strategic Asset Allocation reviews.
• Liaise with asset managers and ensure compliance with internal standards and local regulations.

Skills

Analytical skills

Problem solving

Critical thinking

Independent thinking

Effective communication with managers

MS Excel

PowerPoint

Continuous learning

Education

Bachelor's degree in Economics/Finance/Management/Accounting/Mathematics/Statistics

Master’s degree in Finance or related field (advantage)

Tools

MS Excel

PowerPoint

Job description

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

The Investment Consultant role shall ensure the effective management of the company's investment funds by assisting in delivering investment solutions and facilitating fund manager oversight.

The Investment Consultant shall endeavor in contributing to the company’s income targets and all other strategic goals and, in the process, shall:

1. Ensure that all investment management decisions, activities, and processes will result in the company sustainably achieving its income targets and strategic goals.
2. Facilitate onboarding of new investment outlets, funds, and financial instruments such as but not limited to financial derivatives.
3. Represent the investment management function in the preparation of the Strategic Asset Allocation (SAA) review to ensure that mandates are still aligned with company strategy.
4. Liaise with asset managers and provide oversight in the conduct of their fund management activities.
5. Be responsible for ensuring that all investment activities are compliant with internal standards set out for Investment Management as well as with local regulations

Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements

• Education & Credentials: College graduate, preferably in Economics, Finance, Management, Accounting, Mathematics, or Statistics. Professional certifications: (completed and ongoing) certification programs such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Treasury Certification Program (TCP), Chartered Alternative Investment Analyst (CAIA) or master’s degree in finance or other related disciplines. Master's degree in Finance or related fields are considered an advantage.
• Relevant Experience: At least 5 years of experience in investments, asset management, risk management, or related financial market-facing roles.
• Financial Markets Expertise: Strong working knowledge of local and global financial markets, including familiarity with relevant regulations and industry best practices.
• Core Competencies: Demonstrated analytical and problem-solving skills, critical and independent thinking, continuous learning mindset, effective communication with management stakeholders, and proficiency in MS Excel and PowerPoint.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.