PORTFOLIO MANAGER

India

2 weeks ago

Applicants: 0

Portfolio Management Finance Economics Financial markets

22 - 26 LPA

2 months left to apply

Job Description

The Fixed Income Portfolio Manager is primarily responsible for the strategy formulation and execution of various mandates including domestic and foreign currency fixed income and equity investments for institutional and individual portfolios, and unit investment trust funds, ensuring that the return/risk objectives are attained.

Responsibilities

Integrates knowledge of the financial markets to formulate multi-asset portfolio strategies and make recommendations to UITFs and segregated portfolios
Proposes portfolio solutions tailored to clients’ specific needs and requirements
Monitors local and global markets and formulates tactical strategies while simultaneously calibrating the timing of investments
Monitors overall portfolio returns, risk and liquidity
Ensures transactions are properly executed in accordance with Unibank Policies & Procedures and UITF Investment Guidelines
Prepares and presents investment and market reports to Account Officers and Senior Management

Qualifications

Bachelor’s Degree or Master’s Degree in Finance, Economics or other business-related courses preferred but not required
3-5 years in portfolio management, fixed income, equities or research or to other functions in Trust or Treasury Departments.
Knowledgeable in local and global fixed income and equity instruments and corresponding market conventions
Updated on economic events and well-versed in their impact on market movements
Familiar with regulations and roles of pertinent regulators
Knowledgeable in the Trust business
Completed Treasury Certification Program or the Trust Institute Foundation of the Philippines Trust School or other Trust-related certification programs