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Portfolio Manager

Makati City, National Capital Region, PHPosted Today

Job Description

  • 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
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    11-50 employees
    Makati, Philippines
    Website