Salary Market Aligned
Consultant Maria Katrina Bondoc
Job Ref 1881560/001
Date posted 26 January 2023philippines banking-financial-services/insurance 2023-01-27 2023-03-27 insurance Makati National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true
An Investment Analyst job has become available at a company has a deep knowledge of the local market and strong relationships with insurance industry partners.
About the Investment Analyst Role:
In this role, you will provide analytical and administrative support for the team responsible for managing the company’s investment portfolio. You will work closely with the portfolio managers and Head of Investments and make sure all facts are in place when investment decisions are made.
- Monitors and reconciles daily cash position against bank statement and invests excess cash in short-term deposits
- Works closely with portfolio managers in identifying investment opportunities/new investment products for both the equity and fixed income markets through data gathering and financial analysis for recommendations and ensuring compliance of portfolio
- Handles operational processes such as the updating of the company’s investment portfolio, review of existing processes and process improvement, and working closely with treasury to ensure timely settlement of transactions
- Prepares period reports and analysis
- Analyses investment performance and ensures all investments related documents are properly recorded and kept
To succeed in this Investment Analyst role, you must have a strong understanding of economics and financial markets.
- Graduate of BS accountancy or any finance-related course
- Must be proficient in analysing financial statements
- Strong analytical and quantitative skills
- Proficient in the use of MS Office, particularly MS Excel and MS PowerPoint
This company has a deep knowledge of the local market and strong relationships with insurance industry partners.
If you have a track record on investments and looking to move forward in your career, this Investment Analyst is right for you.
Apply today or contact me to discuss this opportunity.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
Get in touch
Maria Katrina Bondoc
+63 2 8 841 9359
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