Apr 10, 2015

HIRING: Bank of the Philippines Island (BPI) Investments Review Officer

Position : Investments Review Officer

Job description

This position is primarily responsible for overseeing the review of investments of discretionary and directional accounts as to the appropriateness of investments and the performance according to the guidelines set by the clients, AMTG and regulators.
1. Review of investment mandates of discretionary and directional portfolios
-Review client portfolios for compliance to Tactical Asset Allocation and to client mandates & bank policies
-Review portfolio returns (attribution) relative to the benchmarks, risks and liquidity
-Document, report and monitor Investment Review findings
2. Identify improvements in processes and efficiencies
3. Supervise a team of Investment Review Staff
4. Perform other tasks assigned by AMTG management
Desired Skills and Experience
Undergraduate in courses related to Business, Finance, Economics or Math; Preferably with Master’s degree

Multiple years in supporting multi-asset portfolios and portfolio managers
Broad understanding of global economics and current developments
Relate to impact on different asset classes
Dynamics of portfolio management
Business of Trust
Pertinent regulations and taxations
Above-average communication skills
Develop portfolio and product strategies

Ability to coach and delegate

*Interested candidates may e-mail their resumes to amadbondad@bpi.com.ph

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