PORTFOLIO MANAGER

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 1,800,000 - 2,400,000; Full time

Job summary

The Bank of the Philippine Islands is seeking a Fixed Income Portfolio Manager to craft and execute multi-asset strategies for institutional and retail portfolios, including UITFs, ensuring returns align with risk objectives.

Responsibilities include monitoring markets, proposing tailored solutions, and presenting investment analyses to senior management. The role requires strong knowledge of fixed income, equities, and regulatory considerations.

Qualifications

• 3–5 years in portfolio management, fixed income, equities or related research within Trust or Treasury functions
• Knowledgeable about local and global fixed income and equity instruments and market conventions
• Aware of regulatory frameworks and market events impacting investments

Responsibilities

• Formulates and executes multi-asset portfolio strategies for UITFs and segregated portfolios
• Proposes tailored portfolio solutions to clients based on needs
• Monitors markets and calibrates investment timing for returns and risk management
• Tracks portfolio returns, liquidity, and risk; ensures adherence to policies and guidelines
• Prepares and presents investment and market reports to officers and senior management

Skills

Portfolio management

Fixed income

Equities

Research

Education

Finance/Economics degree (Bachelor’s or Master’s)

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