Portfolio Officer
De La Salle Brothers Inc. Mandaluyong Full-time
Job description
Qualifications- Bachelor’s degree in Economics, Finance, or Industrial Management Engineering.
- Working knowledge of trust business, investments, securities, and financial markets, including a broad understanding of various investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives).
- Five (5) years industry experience in Account Management.
- Strong proficiency in Microsoft Excel, Word, and PowerPoint.
- Good communication, analytical, and presentation skills.
- Highly organized, self-driven, and ethical.
- Able to manage multiple tasks and adapt in a fast-paced environment.
- Open to continuous improvement and challenging the status quo.
- Handles the portfolios and liquidity requirements of the De La Salle Philippines (DLSP) network schools by negotiating with financial institutions.
- Prepares documentary and legal requirements for transactions.
- Monitors DLSP schools' investments.
- Analyzes financial markets and makes portfolio management recommendations.
ConnectOSPhilippines
years previous experience working in Australian financial planning
• Experience with portfolio management /investments. Preparation of client portfolio report
• SMSF Experience preferrable
Nice to Have:
• Xplan experience advantageous
• Attention...
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