Financial Investment Specialist

W Group

Negotiable
On-site - Taguig1-3 Yrs ExpBachelorFull-time
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Job Description

Key Responsibilities:

  • Conduct in-depth market research and analysis to identify investment opportunities and trends.
  • Develop, implement, and manage investment strategies to optimize portfolio performance.
  • Evaluate the performance of external consultants and advisors by reviewing their reports, recommendations, and information systems.
  • Facilitate effective communication and coordination between company executives and external service providers, such as consultants and advisors.
  • Ensure the company’s adherence to investment policies, guidelines, and regulatory compliance requirements.
  • Monitor and assess risks associated with investments and provide recommendations to mitigate potential challenges.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • A minimum of three (3) years of professional experience in audit, accounting/fund accounting, investment banking, or capital markets.
  • Strong understanding of regulatory compliance, risk assessment, and market analysis.

Requirements

Please refer to job description.

Wealth Management
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Boss

HR ManagerW Group

Working Location

5th Avenue Bonifacio Global City, 26 Floor, Taguig, Metro Manila, PH

Posted on 19 March 2025

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