Portfolio Associate

San Miguel Corporation; Mandaluyong; On-site; PHP 480,000 - 600,000; Full time

Job summary

San Miguel Corporation is seeking a finance professional to assist in equity investment strategy, trade execution, and financial analysis, ensuring portfolio compliance with investment guidelines and retirement plan operations.

The role offers exposure to market assessment, opportunity analysis, and transaction execution, with emphasis on strong analytical and communication skills from fresh graduates.

Qualifications

• Degree in Finance, Economics, Accounting, or Business Management.
• Open to fresh graduates; Finance or equities trading experience is a plus.
• Strong skills in financial statement analysis and investment evaluation.
• Excellent analytical, quantitative, and problem-solving abilities.
• Strong written and verbal communication skills.

Responsibilities

• Assess market conditions and assist in formulating equity investment strategies.
• Analyze investment opportunities through financial statement evaluation.
• Execute buy and sell transactions for equity investments.
• Monitor portfolio compliance with approved investment guidelines.
• Handle operational requirements for assigned retirement plan accounts.

Skills

Financial statement analysis

Investment evaluation

Analytical skills

Quantitative abilities

Communication skills

Problem-solving

Education

Bachelors in Finance/ Economics/ Accounting/ Business Management

Job description

This position is responsible for assisting in equity investment strategy, trade execution, and financial analysis while ensuring portfolio compliance with established investment guidelines.

Key Responsibilities:

• Assess market conditions and assist in formulating equity investment strategies.
• Analyze investment opportunities through financial statement evaluation.
• Execute buy and sell transactions for equity investments.
• Monitor portfolio compliance with approved investment guidelines.
• Handle operational requirements for assigned retirement plan accounts.

Qualifications:

• Degree in Finance, Economics, Accounting, or Business Management.
• Open to fresh graduates; Finance or equities trading experience is a plus.
• Strong skills in financial statement analysis and investment evaluation.
• Excellent analytical, quantitative, and problem-solving abilities.
• Strong written and verbal communication skills.