Portfolio Manager - (Trust and Asset Management Team)

East West Banking Corporation; Taguig; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

East West Banking Corporation in Taguig seeks an experienced Portfolio Manager to oversee equity portfolios and develop investment strategies anchored in rigorous market research and finance theory.

The role requires 5+ years in equities or asset management, strong analytical and communication skills, and a CFA focus is highly preferred. On-site work supports close collaboration with the Financial Markets and Wealth Management team.

Qualifications

• 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.
• Advanced knowledge of financial analysis, corporate finance, valuation methodologies, market dynamics, and investment management principles.
• Familiarity with multiple asset classes and macroeconomic factors influencing financial markets.
• Excellent communication and presentation skills, with the ability to convey investment strategies to diverse stakeholders; familiarity with the Trust industry is an advantage.

Responsibilities

• Manage and optimize multiple equity portfolios and ensure decisions align with risk-adjusted return objectives and mandates.
• Conduct in-depth fundamental, quantitative, and market research to identify investment opportunities and assess risks.
• Analyze financial statements, valuation metrics, and company performance to develop informed investment recommendations.
• Monitor macroeconomic trends and cross-asset market developments to uncover diversification opportunities.
• Evaluate portfolio performance and risk exposures, implementing 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.

Skills

Analytical skills

Communication skills

Financial analysis

Research skills

Problem solving

Education

Bachelor's degree in Finance/Economics/Accounting

CFA charterholder or progress toward CFA designation

Job description

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).

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.

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

To know more about us, and our career opportunities visit https://careers-page.com/eastwest-bank