Investment & Product Strategist

RCBC; Makati; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

RCBC Wealth Management seeks an Investment & Product Strategist to provide data-backed market insights, portfolio guidance, and actionable recommendations for clients. The role integrates macro research, data analytics, and product alignment to support relationship managers and investment consultants.

Responsibilities include formulating investment strategy, portfolio construction, content for advisors, performance tracking of model portfolios, and developing strategy kits.

Qualifications

• Bachelor's degree in Finance, Economics or related quantitative field.
• 5+ years of experience in Investment Strategy, Portfolio Management, Product Strategy, or Research within a Financial Institution.
• Deep understanding of global financial markets, portfolio theory, and multi-asset investing.
• SEC Fixed Income Market Salesman (FIMS) is preferred.

Responsibilities

• Formulate and articulate Investment Strategy: develop and communicate the bank's House Views, Strategic and Tactical Asset Allocation, and themes.
• Data-Driven Portfolio Construction: design and validate portfolio strategies with data-driven methods and scenario analysis.
• Investment Product and Strategy Alignment: align recommendations with available product shelf and ensure deliverability and profitability.
• Generate Advisor-Facing Content: produce actionable content for RMs/ICs to facilitate client conversations.
• Maintenance and Performance Tracking of Model Portfolios (e.g., conservative, moderate, aggressive).
• Development of Strategy Kits (e.g., client-ready slide decks, FAQs, performance metrics).
• Present Views and Train RMs/ICs: present investment views in forums and conduct training sessions.
• Real-Time Market Monitoring: monitor macro developments and provide real-time updates and positioning changes.

Skills

Investment strategy

Portfolio management

Data analytics

Market research

Education

Finance/Economics degree

CFA/CAIA preferred

Job description

Job Summary

The Investment & Product Strategist provides data-backed market insights, portfolio guidance, and tactical/strategic recommendations for wealth management clients. The role provides fund and data analytics, curates the investment options and ensures products are aligned with house views and client needs. He/she shall integrate macro research, data analytics, and product alignment to support relationship managers (RMs) and investment consultants (ICs). Moreover, he/she shall translate product performance and peer analysis into actionable product recommendations.

The Investment & Product Strategist provides data-backed market insights, portfolio guidance, and tactical/strategic recommendations for wealth management clients. The role provides fund and data analytics, curates the investment options and ensures products are aligned with house views and client needs. He/she shall integrate macro research, data analytics, and product alignment to support relationship managers (RMs) and investment consultants (ICs). Moreover, he/she shall translate product performance and peer analysis into actionable product recommendations.

How will you contribute?

• Formulate and Articulate Investment Strategy: Develop, maintain, and formally communicate the bank's House Views, Strategic and Tactical Asset Allocation, and other Investment Themes. This requires close coordination with the various investment counterparties, Chief Economist, internal research teams, and external investment counterparties.
• Data-Driven Portfolio Construction: Design and validate portfolio strategies using data-driven methods, and comprehensive scenario analysis to assess potential risks and returns across various market environments. Analyze portfolio exposures and identify opportunities for asset rotation.
• Investment Product and Strategy Alignment: Collaborate closely with the various investment counterparties and align investment recommendations with the available product shelf, ensuring all advice is deliverable and profitable
• Generate Advisor-Facing Content: Produce high-quality, actionable, and timely content for RMs/ICs to facilitate client conversations.
• Maintenance and Performance Tracking of Model Portfolios (e.g., conservative, moderate, aggressive).
• Development of Strategy Kits (e.g., client-ready slide decks, FAQs, performance metrics).
• Present Views and Train RMs/ICs: Serve as a subject matter expert in internal forums. Present investment views and portfolio updates during regular RM/IC monthly meetings and conduct ad-hoc training sessions to enhance the front-line team's product and market knowledge.
• Real-Time Market Monitoring: Proactively monitor macroeconomic and capital market developments (e.g., central bank actions, policy changes, earnings releases) and provide real-time updates and urgent positioning changes to RMs/ICs.

What will make you successful?

• Bachelor's degree in Finance, Economics, or a related quantitative field. CFA or equivalent professional certification (e.g., CAIA) preferred.
• 5+ years of experience in Investment Strategy, Portfolio Management, Product Strategy, or Research within a Financial Institution (e.g., Private Bank, Asset Management, or Wealth Management).
• Deep understanding of global financial markets, portfolio theory, and multi-asset investing.
• SEC Fixed Income Market Salesman (FIMS) is preferred