Portfolio Officer Cross-Border Loans & Structured Investments
Portfolio Officer Cross-Border Loans & Structured Investments
bank of the philippine islands (bpi)- Posted 21 hours ago
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Job Description
Job Summary
This position is primarily responsible for assisting in the execution of the Bank's portfolio strategy and aids in the management of the bank's non-relationship cross-border loans portfolio and structured investments. The position requires portfolio simulations and analytical studies.
Job Responsibilities
This position is primarily responsible for assisting in the execution of the Bank's portfolio strategy and aids in the management of the bank's non-relationship cross-border loans portfolio and structured investments. The position requires portfolio simulations and analytical studies.
Job Responsibilities
- Responsible for achieving set budget targets for the year;
- Monitors the Desk's portfolio on a daily basis;
- Assist in Credit Committee presentations to answer inquiries on the proposed investment limits
- Analyzes developments in the loan and structured investments market;
- Assists in the recommendation and implementation of approved portfolio strategies;
- Cultivates working relationships with internal and external counterparties; Handles the administrative requirements of investments in terms of line set-up, interest coupon payments, etc.; Ensures that desk activities are compliant with the Bank's rules and regulations, pre-approved limits and other audit requirements including external rules and regulations;
- Prepares periodic reports for RMC/ALCO meetings; and Performs other tasks that may be required by Global Markets senior management.
- Knowledge in Trading conventions and ethics
- Treasury products and processes
- Technical/fundamental analysis / Market reading
- Familiarity with global credit and structured investment markets (e.g. US, Europe, Asia)
- At least 2 years experience in Portfolio management, Investments, Sales
More Info
Key Skills
Global credit and structured investment markets
Treasury products and processes
Trading conventions and ethics
Market reading
Technical fundamental analysis
