Investment Consultant
AIA • AIA Philippines, Makati, PH
30+ days ago
Job description
Build a healthier and more sustainable future for everyone.
About the Role
The Investment Consultant role shall ensure the effective management of the company's investment funds by assisting in delivering investment solutions and facilitating fund manager oversight.
- Education & Credentials: College graduate, preferably in Economics, Finance, Management, Accounting, Mathematics, or Statistics. Professional certifications: (completed and ongoing) certification programs such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Treasury Certification Program (TCP), Chartered Alternative Investment Analyst (CAIA) or master’s degree in finance or other related disciplines. Master's degree in Finance or related fields are considered an advantage.
- Relevant Experience: At least 5 years of experience in investments, asset management, risk management, or related financial market-facing roles.
- Financial Markets Expertise: Strong working knowledge of local and global financial markets, including familiarity with relevant regulations and industry best practices.
- Core Competencies: Demonstrated analytical and problem-solving skills, critical and independent thinking, continuous learning mindset, effective communication with management stakeholders, and proficiency in MS Excel and PowerPoint.