Manager - Portfolio Risk & Analytics

The Great Eastern Life Assurance Company Limited; Santo Niño 1st; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

The Great Eastern Life Assurance Company Limited is seeking an Investment Analytics professional to generate timely performance and risk reports, surface portfolio risks, and translate complex data into actionable insights. You will partner with portfolio managers, develop analytics tools, and drive data-driven decision-making across the investment process.

Ideal candidates have 4–6 years of experience, strong knowledge of fixed income and equity analytics, and proficiency with Excel VBA, R

Qualifications

• Degree in Finance, Economics or related discipline.
• Knowledge of performance returns calculation methodologies.
• Strong communication and stakeholder management skills.
• Proficiency with Excel, Bloomberg and risk analytics tools.

Responsibilities

• Ensure timely generation and delivery of performance and risk reporting to senior management and internal stakeholders.
• Proactively surface unintended portfolio risk and engage asset owners on mitigating measures.
• Communicate insights on investment performance and deviations from benchmarks to internal stakeholders.
• Partner with portfolio managers to transform portfolio data into meaningful insights and support investment research.
• Develop analytics tools to accelerate insight generation, reporting and scenario analysis.
• Advance AI integration in portfolio management and reporting processes to enhance research and monitoring.
• Use generative AI and advanced analytics to speed up insight generation and reporting.
• Facilitate CIO's monthly portfolio review meetings with asset heads.
• Highlight potential concerns/risks and share best risk management practices.

Skills

Performance calculations

Fixed income knowledge

Equity knowledge

Analytics calculations

Communication skills

Organization & time management

Excel VBA

R Studio

Bloomberg

MSCI Risk Manager

Education

Finance/Economics degree

Tools

Excel VBA

R Studio

Bloomberg

MSCI Risk Manager

Job description

• Ensure timely generation and delivery of performance and risk reporting to senior management and internal stakeholders.
• Proactively surface unintended portfolio risk profile and engage asset owners on appropriate mitigating measures.
• Communicate and provide insights into investment performance and deviations from benchmarks, asset allocation targets and portfolio movements to internal stakeholders.
• Partner with portfolio managers in front office activities by transforming portfolio and market data into meaningful insights, supporting investment research, and driving data-driven decision-making across the investment process.
• Develop analytics tools to accelerate insight generation, reporting and scenario analysis.
• Advance efforts in integrating AI into portfolio management and reporting processes, identifying and implementing high-value use cases that enhance investment research, portfolio monitoring, risk analytics, reporting efficiency, and data-driven decision-making across the investment function.
• Use generative AI and advanced analytics tools to accelerate insight generation, reporting and scenario analysis
• Facilitate CIO's monthly portfolio review meeting with asset heads, providing visibility and fostering discussions on performances, positionings, and any strategic priorities.
• Highlights any potential concerns /risks and proactively shares best risk management practices.

We are looking for people who are intellectually curious, analytical, and passionate about investments, with the ability to transform complex portfolio, risk, and performance data into actionable insights. We value individuals who demonstrate integrity in their work, take initiative to drive improvements, and actively contribute to a collaborative team culture through knowledge sharing, constructive discussions, and a commitment to collective success.

Our Requirements

• Degree in Finance, Economics or any related disciplines
• Around 4-6 years of relevant experience in a financial institution is preferred
• Knowledge of performance returns calculation methodologies
• Knowledge of Fixed Income, Equity, alternative investment product characteristics and applicable analytics calculations
• Strong communication skills and able to work well with internal stakeholders
• Strong organizational and time management skills
• Strong computer skills with knowledge of Excel VBA, R Studio, Bloomberg, MSCI Risk Manager