Strategic Investment & Product Architect

RCBC; Makati; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

RCBC is seeking an Investment & Product Strategist to deliver data-backed market insights, portfolio guidance, and strategic recommendations for wealth management clients. The role integrates macro research, data analytics, and product alignment to support RMs and ICs, translating performance into actionable guidance.

The ideal candidate will have a strong background in investment strategy, portfolio construction, and cross-functional collaboration with economists and research teams.

Qualifications

• Bachelor's degree in Finance, Economics, or related quantitative field.
• 5+ years of experience in Investment Strategy, Portfolio Management, Product Strategy, or Research.
• Deep understanding of global financial markets, portfolio theory, and multi-asset investing.
• SEC Fixed Income Market Salesman (FIMS) is preferred

Responsibilities

• Formulate and Articulate Investment Strategy: Develop, maintain, and formally communicate the bank's House Views, Strategic and Tactical Asset Allocation, and other Investment Themes.
• Data-Driven Portfolio Construction: Design and validate portfolio strategies using data-driven methods and scenario analysis.
• Investment Product and Strategy Alignment: Align investment recommendations with available product shelf.
• Generate Advisor-Facing Content: Produce actionable content for RMs/ICs to facilitate client conversations.
• Maintenance and Performance Tracking of Model Portfolios: Track performance across strategies.
• Development of Strategy Kits: Create client-ready slide decks, FAQs, and performance metrics.
• Present Views and Train RMs/ICs: Train front-line teams in monthly meetings and ad-hoc sessions.
• Real-Time Market Monitoring: Monitor macro developments and provide timely updates to RMs/ICs.

Skills

Investment strategy

Portfolio management

Data analytics

Market research

Education

Bachelor's degree in Finance/Economics

CFA or CAIA preferred

Job description

RCBC is seeking an Investment & Product Strategist to deliver data-backed market insights, portfolio guidance, and strategic recommendations for wealth management clients. The role integrates macro research, data analytics, and product alignment to support RMs and ICs, translating performance into actionable guidance.

The ideal candidate will have a strong background in investment strategy, portfolio construction, and cross-functional collaboration with economists and research teams.