About this role
<p><span style="font-family:arial, helvetica, sans-serif"><strong>Position Title:</strong> Portfolio Manager (Multi-Asset Investments Department)</span></p> <p> </p> <p style="text-align:justify;margin:0.0in 0.0in 1.0E-4pt;font-size:10.0pt;font-family:'Times New Roman', serif"><span style="font-family:arial, helvetica, sans-serif;font-size:12.0pt"><strong>Specific Competencies:</strong> Analytical, portfolio management skills, diligence towards details of transactions, compliant to risk policies, willing to be mentored.</span></p> <p style="text-align:justify;margin:0.0in 0.0in 1.0E-4pt;font-size:10.0pt;font-family:'Times New Roman', serif"> </p> <p style="text-align:justify;margin:0.0in 0.0in 1.0E-4pt;font-size:10.0pt;font-family:'Times New Roman', serif"> </p> <p><span style="font-family:arial, helvetica, sans-serif"><strong>Job Summary:</strong></span></p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Mainly responsible for the prudent deployment of funds across the asset type/s as mandated in the client’s investment policy (IPPS);</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Shall ensure the assets held by each assigned portfolio are aligned with the strategy of TBG; both strategically and tactically;</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">For fixed income, the strategy shall focus on the ideal allocation to bonds as supported by the group’s outlook on interest rates, taking into consideration key macro-economic fundamentals that affect the bond market space and adopting the appropriate stance in terms of duration, among other initiatives that may be necessary for the attainment of the portfolio’s goals.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">For equities, the strategy shall focus on the ideal allocation to stocks given TBG’s outlook for the market as well as the diligent construction of the equities portfolio with the aim of outperforming the benchmark consistently. These shall be achieved thru prudent stock selection and take profit/loss discipline.</span></li> </ul> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif"><strong>Duties and Responsibilities:</strong></span></p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Monitors economic developments both globally and locally and analyze the impact of these in the assets managed.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Evaluates new investment securities and recommends action to the Investment Committee and Trust Committee as may be necessary.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Act as resource person in fund performance reviews to clients as well as to internal clients in the TBG regular market updates/huddles.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Shall perform regular review of portfolios thru appropriate performance measures to ensure the compliance to the goals of the portfolio.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Shall ensure the trades are accurately in the trust system on the date of transaction when applicable.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">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.</span></li> </ul> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif">Unit: Trust Banking Group/ Investment Management Division/ Multi-Asset Investments Department</span></p> <p><span style="font-family:arial, helvetica, sans-serif">Location: MB Center</span></p> <p><span style="font-family:arial, helvetica, sans-serif">Rank: Junior Officer</span></p>