Portfolio Manager

BDO Life · Manila, Metro Manila, Philippines

Location

Manila

Job Type

Full-time

Posted

June 06, 2026

Job Description

He/She/They- responsible to outperform relative benchmarks in managing client’s investment portfolio, given a discretionary mandate, and to ensure that all transactions are in accordance with applicable model portfolios and various equity strategies, regulations, operational processes and internal policies, and client approved IPS or investment guidelines, strictly observing investment restrictions/limitations in order to achieve client’s investment objectives.

Responsibilities:
Managed portfolios and strategies

Prepares materials and conducts fund performance review with the concerned client

Monitors and reviews the performance of his assigned accounts

Provides support to RMs by serving as resource person during client meetings

Ensures compliance to the ERTF Model portfolios and various equity strategies

Ensures compliance to client-approves IPS or investment guidelines
Qaulifications:

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