Portfolio Manager - (Trust and Asset Management)

East West Banking Corporation; Pateros; On-site; PHP 1,200,000 - 2,400,000; Full time

Benefits offered by this job

Competitive salary and benefits

Job summary

East West Banking Corporation, based in Taguig, seeks a Portfolio Manager to lead equity portfolios within the Trust and Asset Management team. You will leverage fundamental and quantitative research to drive strategy, monitor macro trends, and present insights to senior stakeholders.

A CFA path is preferred and a strong track record in asset management is expected. You will join a firm with a robust wealth management platform, offering career growth, mentorship, and a competitive compensation

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 5+ years of experience in equities portfolio management or related fields.
• CFA preferred or progress toward CFA.
• Strong analytical, research, and problem-solving skills.
• Excellent communication and presentation skills.

Responsibilities

• Manage and optimize multiple equity portfolios to align with risk-return objectives.
• Conduct fundamental, quantitative, and market research to identify investment opportunities.
• Analyze financial statements and valuation metrics to develop investment recommendations.
• Monitor macroeconomic trends and cross-asset developments for diversification.
• Evaluate portfolio performance and implement risk management strategies.
• Prepare investment insights and performance reports for leadership and clients.
• Ensure compliance with internal policies and investment governance.

Skills

Equities portfolio management

Investment research

Financial analysis

Macroeconomic awareness

Communication skills

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

CFA charterholder or progress toward CFA designation

Job description

About the Job

Location: Taguig

Corporate Title: Manager to Senior Manager

Work Arrangement: On-site

Our Financial Markets and Wealth Management team is looking for experienced professionals to join us in Taguig with the role of Portfolio Manager - (Trust and Asset Management Team).

In this role, you will manage multiple equity portfolios and develop investment strategies driven by in-depth market research, financial analysis, and a strong understanding of diverse asset classes. You will also communicate investment insights and recommendations to stakeholders, leveraging your proven expertise in equities management to drive portfolio performance and informed decision-making.

Your dream. Our focus.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

• Manage and optimize multiple equity portfolios, ensuring investment decisions align with risk-adjusted return objectives and overall portfolio mandates.
• Conduct in-depth fundamental, quantitative, and market research to identify investment opportunities, assess risks, and support portfolio strategy.
• Analyze financial statements, valuation metrics, and company performance to develop informed investment recommendations.
• Monitor macroeconomic trends and cross-asset market developments to uncover diversification and investment opportunities.
• Evaluate portfolio performance and risk exposures, implementing appropriate strategies to manage and mitigate risks.
• Prepare and present investment insights, market updates, and performance reports to senior leadership, investment committees, and clients.
• Ensure compliance with internal policies, regulatory requirements, and investment governance standards.

What we’re looking for

• Bachelor's degree in Finance, Economics, Accounting, or a related field; CFA charterholder or progress toward CFA designation is highly preferred.
• Minimum of 5 years of experience in equities portfolio management, asset management, wealth management, trust banking, hedge funds, stock brokerage proprietary trading, or institutional investing.
• Strong analytical, research, and problem-solving skills, with the ability to translate complex financial data into actionable investment insights.
• Advanced knowledge of financial analysis, corporate finance, valuation methodologies, market dynamics, and investment management principles.
• Familiarity with multiple asset classes and a solid understanding of macroeconomic factors influencing financial markets.
• Excellent communication and presentation skills, with the ability to effectively convey investment strategies and recommendations to diverse stakeholders; familiarity with the Trust industry is an advantage.

What you can expect from joining our team

• Career development and training opportunities
• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals
• Opportunity to work with industry experts and be mentored by them
• Defined career progression paths to guide you in your professional growth