PORTFOLIO MANAGER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 1,800,000 - 3,200,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Fixed Income Portfolio Manager to craft and execute multi-asset strategies for institutional and UITF portfolios. You will integrate market knowledge to propose tailored solutions and monitor performance, risk, and liquidity, ensuring compliance with internal guidelines.

The role requires 3–5 years in portfolio management or related fields, and familiarity with global fixed income and equity markets. Treasury or Trust certifications are a plus.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics or related fields preferred.
• 3–5 years in portfolio management, fixed income, equities or trust/treasury functions.
• Knowledgeable in local/global fixed income and equity instruments.
• Updated on economic events and their market impact.
• Familiar with regulations and roles of regulators.
• Treasury/Trust certifications desirable.

Responsibilities

• Develops multi-asset portfolio strategies for UITFs and segregated portfolios.
• Proposes tailored portfolio solutions to client needs.
• Monitors markets and calibrates investment timing.
• Monitors portfolio returns, risk and liquidity.
• Ensures transactions follow Unibank policies and UITF guidelines.
• Prepares and presents investment and market reports to management.

Education

Bachelor’s/Master’s in Finance/Economics or related fields

Treasury Certification Program or Trust-related certification

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 research or 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