Trust and Investment Group- Trader

BDO Unibank; Metro Manila; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading financial institution is seeking a Trader to expertly execute investments in a dynamic market environment. The ideal candidate will handle investment negotiations, monitor market trends, and ensure compliance with trading policies. This role requires a Bachelor’s degree in a related field and relevant experience in securities trading, focusing on operational efficiency and strategic analysis.

Qualifications

• Preferably with at least 1 year experience in Trust Banking Business and 2 years experience in securities trading.
• One year course in Trust Operations and Fund Management/ Treasury Certification Program for money market trader.

Responsibilities

• Execute investments at the best possible rate or price.
• Monitor market information such as counterparty feedbacks, trends, volumes.
• Ensure timely execution of transactions in Trust Systems.

Skills

Problem solving

Decision making

Communication

Negotiation

Data analysis

Education

Bachelor's degree in Banking, Finance or related Business course

Job description

The Trader is primarily tasked with executing the best possible price for investments of funds under the "Best Execution role". He/ She is responsible for providing market information, daily comprehensive canvasses of all pertinent investment instruments, the execution and proper booking and monitoring of all investment programs.

Responsibilities:

I. TRADING

A. Negotiates and executes all investments and trading functions such as but not limited to:

1. To execute all investments at the best possible rate or price
2. Monitors market information such as counterparty feedbacks, trends, volumes, etc.
3. Summarizes collates all investment programs for various instruments from all the fund and account managers for negotiation with counterparties
4. Ensures compliance of department and trading policies and practices of the different counterparties, participated in trading activities, in a manner that confirms to legal, tax , regulatory and accounting provisions

B. Monitoring of Line Utilization / and Trading Limit

1. Monitor the purchases/ sales maturations/ pre-terminations of investment outlets such as but not limited to:

• Government Securities, Time Deposits, Special savings, Bonds, Commercial Papers, Loans, Mutual Funds, Exchanger Traded Funds, Equities, Foreign Exchange

II. OPERATIONAL EFFICIENCY

1. Ensures properly timely execution of transactions in Trust Systems (Global) plus and ideal Wealth System)
2. Checks and review transactions encoded by Account Officers before execution
3. Perform Other duties that may be assigned

Qualifications:

• Bachelor's degree in Banking, Finance or any related Business course
• Preferably with at least 1 year experience in Trust Banking Business and 2 years experience in securities trading
• One year course in Trust Operations and Fund Management/ Treasury Certification Program for money market trader
• Skilled in Problem solving, decision making, communication, negotiation and data analysis

The candidate must be willing to work onsite in Makati.