Job Description

Job Summary

• To conduct analysis and review of investment instruments and recommend viable investment opportunities as well as prepares reports and documentary requirements for various investment areas

Qualifications

• Bachelor's degree in any business course
• With a minimum of 1 year related experience and relevant technical trainings, preferably on investment strategy, financial analysis, etc
• Proficient in MS Office applications
• Strong analytical, composition, and prioritizing skills
• Detail-oriented and with good organization and coordination skills
• Ability to maintain confidentiality
• Good written and oral communication skills

Duties and Responsibilities

• Interprets data concerning price, yield, stability and future trends of investments
• Summarizes data such as new trends in financial and capital markets as well as current and long term trends in investment risks and economic influences pertinent to investments
• Reviews and evaluates ranking of existing accredited banks based on financial data and other quantitative factors and provides recommendation for appropriate action
• Makes recommendations for fund placements with accredited financial institutions based on applicable factors such as interest rates, funding requirement and placement terms
• Handles placement of net collection in Cash Time Deposits (CTD)/ Disposition of maturing CTD placements
• Prepares departmental reports regarding Investment Operations, Daily, Weekly and Monthly Loans Report as well as Monthly and Annual Accomplishments
• Prepares canvass sheet and documentary requirements for fund placement and investment
• Performs tasks as provided for in the updated and approved PSMBFI Operations Manual
• Performs other related functions as directed by superior

Job Types: Full-time, PermanentSalary: Php13,000.00 - Php20,000.00 per monthBenefits:

• Free parking
• On-site parking
• Paid training

Schedule:

• 8 hour shift
• Day shift

Supplemental Pay:

• 13th month salary
• Bonus pay
• Overtime pay
• Performance bonus

Ability to commute/relocate:

• Quezon City: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Required)

Experience:

• Investment Strategy and Financial analysis: 1 year (Preferred)