Portfolio Associate

San Miguel Corporation; Mandaluyong; On-site; PHP 420,000 - 680,000; Full time

Job summary

San Miguel Corporation is seeking a candidate to assist in equity investment strategy, trade execution, and financial analysis while ensuring portfolio compliance with established investment guidelines.

The role involves assessing market conditions, evaluating investment opportunities from financial statements, executing equity trades, and ensuring adherence to investment guidelines within 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.

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

Equity investment

Trade execution

Financial statement analysis

Analytical skills

Communication skills

Education

Degree in Finance, Economics, Accounting, or 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.