ATR Asset Management (ATRAM)
ATR Asset Management (ATRAM)

Investment Analyst  

ATR Asset Management (ATRAM)

 
  • Makati, Philippines
    8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired a year ago

2023-02-27T16:00:00+00:00
Job closed.

Job Description

Role Summary:

The Investment Analyst is tasked to help achieve the various investment performance objectives for multi-asset portfolios through investment research, idea generation and efficient fund administration. He/she must produce both qualitative and quantitative research and analysis on Asset Allocation, Manager/Fund Selection, and Market Risk Management. He/she is responsible for ensuring that the firm’s current investment strategies are applied consistently and efficiently to the various multi-asset portfolios, and is expected to keep up-to-date with details of key market and portfolio information and assist in reporting and presentation requirements to clients.

Main Duties and Responsibilities:

  • Analyze global and local macroeconomic developments and market trends and form views about the current investment environment
  • Generate ideas about how to capitalize on these views via strategic and tactical asset allocation and fund/manager selection
  • Perform and maintain current analyses on all investment outlets for multi-asset accounts; Responsible for the gathering and maintenance of research data from internal and external sources.
  • Regularly monitor portfolios to ensure that they adhere to portfolio targets and are in compliance with mandate, regulatory and internal limits
  • Ensure that orders and transactions for the multi-asset portfolios are properly executed
  • Generate, maintain, and develop internal portfolio reports used to support multi-asset investment decision making (e.g. rebalancing worksheets, performance attribution reports, fund holdings tracking)
  • Help develop and implement robust quantitative models to aid in tactical and strategic asset allocation decisions
  • Assist in the drafting of periodic investment portfolio reports and fund fact sheets
  • Provide support in giving presentations to clients and marketing channels as needed
  • Comply with regulatory requirements, company and group policies; maintain compliance awareness

Minimum Qualifications

  • Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses
  • Working towards CFA certification
  • Experience in asset management or related industry and/or previous exposure to the market/s assigned is desired
  • Good understanding of the investment theories and underlying financial instruments
  • Strong analytical ability with solid quantitative skills
  • Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment
  • Good communication skills (both written and verbal) and interpersonal skills
  • Proficiency with Excel and familiarity with trading systems (Bloomberg etc.)
  • High level of integrity

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Industry
Asset Management
Vacancy
1 opening
Website
http://www.atram.com.ph

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About ATR Asset Management (ATRAM)

The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients. Why join us? ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients. ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally. ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.

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