Portfolio Manager (Multi-Asset Investments)

Metrobank; Taguig; On-site; PHP 1,500,000 - 2,100,000; Full time

Job summary

Metrobank is seeking a seasoned investment professional to manage client portfolios by prudently deploying funds in line with policy and market objectives. You will develop fixed income and equity strategies through macroeconomic analysis, portfolio construction, security selection, and disciplined risk management.

You will monitor markets, evaluate opportunities, present recommendations to committees, support client fund reviews, and ensure accurate booking within trust systems while adhering

Qualifications

• Minimum of a Bachelor's degree in Finance, Economics or related field.
• 5+ years of experience in portfolio management, asset management, or treasury.
• Experience in economic and market research and presenting to senior management.

Responsibilities

• Monitor global/local economic, market and industry developments affecting portfolios.
• Evaluate investment opportunities and provide recommendations to Committees.
• Present fund performance and market insights during client reviews and internal updates.
• Conduct portfolio reviews using performance metrics to ensure alignment with objectives and risk parameters.
• Ensure accurate booking of investment transactions in trust systems.
• Support the Trust Banking Group's portfolio goals with related duties.

Skills

Investment analysis

Market research

Client communications

Education

Bachelor's degree in Finance or Economics

MBA or CFA designation (advantage)

Job description

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Job Summary:

Manages investment portfolios by prudently deploying funds in accordance with client investment policies, ensuring asset allocations align with strategic and tactical market objectives. Develops and executes fixed income and equity investment strategies through macroeconomic analysis, portfolio construction, security selection, and disciplined risk management to achieve portfolio goals and outperform benchmarks.

Key Responsibilities:

• Monitors global and local economic, market, and industry developments, assessing their impact on managed portfolios and investment strategies.
• Evaluates investment opportunities and securities, providing recommendations to the Investment Committee and Trust Committee to support informed decision-making.
• Serves as a resource person during client fund performance reviews and internal market updates, delivering insights on portfolio performance and market conditions.
• Conducts regular portfolio reviews using appropriate performance metrics to ensure alignment with investment objectives, mandates, and risk parameters.
• Ensures timely and accurate booking and recording of investment transactions within the trust system and other relevant platforms.
• Performs other related duties and responsibilities necessary to achieve portfolio goals and support the overall objectives of the Trust Banking Group (TBG).

Qualifications:

• Bachelor's degree holder in Finance, Economics or related course. Master's degree in Finance, Business Administration (MBA) or CFA holder is an advantage.
• At least 5 years of relevant experience in managing portfolios, asset management, investment management or treasury including fixed income, equities, money market instruments in banking or investment firm.
• Experience in conducting economic and market research, investment analysis, and investment recommendation presentations to senior management and investment committees.
• Experience to client-facing discussions, portfolio reviews and fund performance presentations.
• Knowledgeable of BSP, SEC, and Trust Banking regulations applicable to investment and portfolio management activities.