Bank of the Philippine Islands (BPI) INVESTMENT OFFICER

INVESTMENT OFFICER

Bank of the Philippine Islands (BPI)

Negotiable

Remote3-5 Yrs ExpBachelorFull-time

Remote Details

Open Country：Philippines

Language Requirements：English

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

The Investment Solutions team 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

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

Qualifications

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