PORTFOLIO MANAGER

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

The Fixed Income Portfolio Manager at Bank of the Philippine Islands (BPI) will lead strategy formulation and execution for domestic and international fixed income and equity investments across institutional and UITF portfolios. You will assess markets, calibrate timing, and present investment insights to senior management.

You will apply knowledge of market conventions, regulatory frameworks, and treasury practices to optimize risk-adjusted returns while ensuring adherence to internal

Qualifications

• 3 to 5 years in portfolio management, fixed income, equities or related Trust/Treasury roles.
• Knowledgeable in local and global fixed income and equity instruments and market conventions.
• Completed Treasury Certification Program or related Trust/Philippines certifications.

Responsibilities

• Integrates knowledge of the financial markets to formulate multi-asset portfolio strategies and make recommendations to UITFs and segregated portfolios
• Proposes portfolio solutions tailored to clients’ specific needs and requirements
• Monitors local and global markets and formulates tactical strategies while calibrating the timing of investments
• Monitors overall portfolio returns, risk and liquidity
• Ensures transactions are properly executed in accordance with Unibank Policies & Procedures and UITF Investment Guidelines
• Prepares and presents investment and market reports to Account Officers and Senior Management

Skills

Portfolio management

Fixed income

Equities

Research

Market knowledge

Regulatory awareness

Education

Bachelor’s Degree or Master’s Degree in Finance, Economics or related

Job description

The Fixed Income Portfolio Manager is primarily responsible for the strategy formulation and execution of various mandates including domestic and foreign currency fixed income and equity investments for institutional and individual portfolios, and unit investment trust funds, ensuring that the return/risk objectives are attained.

Responsibilities

• Integrates knowledge of the financial markets to formulate multi-asset portfolio strategies and make recommendations to UITFs and segregated portfolios
• Proposes portfolio solutions tailored to clients’ specific needs and requirements
• Monitors local and global markets and formulates tactical strategies while simultaneously calibrating the timing of investments
• Monitors overall portfolio returns, risk and liquidity
• Ensures transactions are properly executed in accordance with Unibank Policies & Procedures and UITF Investment Guidelines
• Prepares and presents investment and market reports to Account Officers and Senior Management

Qualifications

• Bachelor’s Degree or Master’s Degree in Finance, Economics or other business-related courses preferred but not required
• 3 to 5 years in portfolio management, fixed income, equities or researchor to other functions in Trust or Treasury Departments
• Knowledgeable in local and global fixed income and equity instruments and corresponding market conventions
• Updated on economic events and well-versed in their impact on market movements
• Familiar with regulations and roles of pertinent regulators
• Knowledgeable in the Trust business
• Completed Treasury Certification Program or the Trust Institute Foundation of the Philippines Trust School or other Trust-related certification programs