Portfolio Manager - (Trust and Asset Management)

EastWest Bank; Philippines; On-site; PHP 1,800,000 - 3,400,000; Full time

Benefits offered by this job

Career development

Competitive benefits

Performance incentives

Mentorship program

Career progression

Job summary

EastWest Banking Corporation in Taguig is seeking a Portfolio Manager for the Trust and Asset Management team. You will oversee multiple equity portfolios, develop investment strategies, and communicate insights to stakeholders.

The role requires strong fundamentals in equity analysis, market research, and asset management, with a CFA designation preferred. On-site work and clear growth opportunities are provided within a leading Philippine bank.

Qualifications

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

Responsibilities

• Manage and optimize multiple equity portfolios aligned with risk-adjusted targets.
• Conduct fundamental, quantitative and market research to identify opportunities and assess risks.
• Analyze financial statements and valuations to inform investment decisions.
• Monitor macroeconomic trends and cross-asset developments for diversification.
• Evaluate performance and risk, implementing strategies to mitigate exposure.
• Prepare insights and reports for senior leadership and committees.
• Ensure compliance with internal policies and investment governance standards.

Skills

Equities management

Portfolio strategy

Financial analysis

Market research

Risk management

Education

Bachelor's degree in Finance/Economics/Accounting

CFA designation in progress or CFA charterholder

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