Portfolio Manager (Trust Banking Group)

Job Description:

• Mainly responsible for the prudent deployment of funds across the asset type/s as mandated in the client’s investment portfolio policy statement (IPPS)
• Shall ensure the assets held by each assigned portfolio are aligned with the strategy of TBG both within asset class thru security selection and across the asset classes for multi asset portfolios
• Monitors economic developments both globally and locally and analyze the impact of these in the assets managed.
• Evaluates new investment securities and recommends action to the Investment Committee and Trust Committee as may be necessary.
• Act as resource person in fund performance reviews to clients as well as to internal clients in the TBG regular market updates/huddles.
• Shall perform regular review of portfolios thru appropriate performance measures to ensure the compliance to the goals of the portfolio.
• Shall ensure the trades are accurately in the trust system on the date of transaction when applicable
• Performs other related functions that may be necessary in the achievement of the portfolio’s goals and that of TBG’s. Performs other related functions that may be assigned from time to time

Qualifications:

• With at least 3 years relevant experience preferably in Universal bank
• Attended one-year course on Trust Operations and Investment Management (TIFP)
• Certified Treasury Professional with SEC license (Fixed Income)
• Analytical, portfolio management skills, diligence towards details of transactions, compliant to risk policies, willing to be mentored