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Portfolio Officer Cross-Border Loans & Structured Investments

Portfolio Officer Cross-Border Loans & Structured Investments

bank of the philippine islands (bpi)
2-4 Years
Not Disclosed
  • Posted 21 hours ago
  • Be among the first 10 applicants

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

  • 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.

Job Qualifications

  • 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

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Key Skills

Global credit and structured investment markets

Treasury products and processes

Trading conventions and ethics

Market reading

Technical fundamental analysis