CareerPlan

Investment Consultant

Makati, PH-AIA PhilippinesFull-time2026-10-15 → 2026-11-10

Core

Manage investment funds, oversee fund managers, and ensure investment activities align with strategic income targets and compliance standards.

Role type

Investment Consultant

Builds

Investment solutions and fund oversight

Domain

Asset Management / Financial Markets

Required skills

Investment management, Fund oversight, Strategic Asset Allocation (SAA), Financial derivatives, Regulatory compliance, Financial market analysis

Preferred skills

CFA, FRM, CAIA, Master's in Finance

Technologies

MS Excel, PowerPoint

Responsibilities

Ensure investment decisions meet income targets and strategic goals, Facilitate onboarding of new investment outlets and funds, Represent investment function in SAA reviews, Liaise with asset managers for oversight, Ensure compliance with internal standards and local regulations