Investment Analyst
ATR Asset Management (ATRAM)
- Makati, Philippines8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
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