- Provides BPI Wealth clients with customized solutions based on their investment objectives through pooled funds (UITFs, mutual funds, others), segregated portfolio management, advisory
- Oversees and manages the global funds advisory platform
- Performs day-to-day fund management of global UITFs and MFs
- Takes an active role on financial product innovations and investments, such as product ideation, product structuring, derivatives, etc.
- Contributes in strategy enhancement through research and scenario analysis, and contributing in business development by maintaining relationships with foreign fund managers, counterparties and product providers
- Communicates global investment best practices and governance
- Identifies ideal wealth systems/ solutions for investments
- College graduate, preferably with a degree in business or finance-related courses
- Advantage if there's an experience in Asset Management, Trust, Treasury or any capital markets field
- Knowledge of the trust business, asset management, capital markets, derivatives
- Adept with the needed MS Office systems, good interpersonal relationship skills, good oral and written communication skills, analytical and presentation skills
- Bloomberg proficiency is an advantage
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This is a full-time on-site role for an Investment Officer located in Makati. · ...
Makati, National Capital Region3 linggo ang nakalipas
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The Junior Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. · ...
Makati3 linggo ang nakalipas
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The Junior Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. · ...
Makati, Metro Manila3 linggo ang nakalipas
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The Investment Officer supports the end-to-end investment operations and portfolio management activities of the company. · The role is responsible for the accurate daily NAVPU and unit pricing execution, investment research and analysis, and preparation of marketing support mater ...
Makati, Metro Manila1 buwan ang nakalipas
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This is a full-time on-site role for an Investment Officer located in Makati.The Investment Officer will be responsible for identifying, reviewing/evaluating, recommending, accrediting and monitoring, and securing Trust Committee (TC) approval for investment outlets, · as well as ...
Makati3 linggo ang nakalipas
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The Investment Officer is responsible for managing and improving BPI Wealth's existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with global fu ...
Makati3 araw ang nakalipas
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The Investment Officer is responsible for managing the investment portfolios and liquidity requirements of schools. · ...
Mandaluyong1 buwan ang nakalipas
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The Investment Officer is responsible for managing the investment portfolios and liquidity requirements of schools. · ...
Mandaluyong, Metro Manila1 buwan ang nakalipas
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The Investment Officer is responsible for managing the investment portfolios and liquidity requirements of schools. · ...
Mandaluyong, National Capital Region1 buwan ang nakalipas
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The Investment Officer will play a key role in sourcing, evaluating, · and supporting investments in early stage (Series A & B) companies.The ideal candidate should have a strong foundation · in financial analysis, market research, · and strategic thinking,a passion for technolog ...
Pasig1 buwan ang nakalipas
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The Investment Officer will play a key role in sourcing, evaluating, · & supporting investments in early stage (Series A & B). The ideal candidate should have a strong foundation · & in financial analysis, market research, · & strategic thinking, · & with a passion for technology ...
Pasig3 linggo ang nakalipas
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The Investment Officer will play a key role in sourcing, evaluating, and supporting investments in early stage (Series A & B). The ideal candidate should have a strong foundation in financial analysis, market research, and strategic thinking, with a passion for technology and inn ...
Pasig1 linggo ang nakalipas
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The Investment Officer is responsible for financial analysis and modeling as well as business research. · ...
Taguig, Metro Manila2 linggo ang nakalipas
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The Junior Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, · and value creation to select promising Philippine SMEs.Assist in the evaluation,risk assessment,and du ...
Makati, National Capital Region2 buwan ang nakalipas
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Job Description · Company Description · Aboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective streng ...
Manila3 araw ang nakalipas
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The Investment Officer plays a crucial role in preparing essential financial analyses, · forecasts, · and valuation studies that inform strategic financial and operational business decisions. · ...
Manila3 linggo ang nakalipas
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The Investment Officer plays a crucial role in preparing essential financial analyses, · forecasts, · and valuation studies that inform strategic financial · and operational business decisions.The position requires strong analytical skills, · a deep understanding of finance, · ec ...
Manila3 linggo ang nakalipas
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The Investment Officer plays a crucial role in preparing essential financial analyses forecasts and valuation studies that inform strategic financial and operational business decisions. · Ensures thoroughness accuracy and timeliness in the preparation and basic analysis of the fi ...
Manila1 buwan ang nakalipas
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The Investment Services Officer is responsible for providing administrative services to the day-to-day account onboarding and management. · ...
Makati1 buwan ang nakalipas
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The Investment Officer plays a crucial role in preparing essential financial analyses, forecasts, and valuation studies that inform strategic financial and operational business decisions. · ...
Manila, National Capital Region1 buwan ang nakalipas
Investment Officer - Makati - Bank of the Philippine Islands (BPI)
Paglalarawan
The Investment Officer is responsible for managing and improving BPI Wealth's existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with global fund managers and financial institutions for new ideas and market updates and anticipating global and local investment trends. This position is primarily responsible for supporting the Head of Investment Product and Wealth Technology Solutions in finding appropriate conventional and non-conventional solutions for the investment needs of clients.
Responsibilities:
Qualifications:
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Investment Officer
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Investment Officer
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