185 Investment Analysis jobs in the Philippines

Grade Level: 07
(Internal Use Only)

The Team:
The Client Operations team is the primary touchpoint for our clients and is the "face" of the company. Going above and beyond in our service offering is where this team adds value. The Client Operations team is a powerful synergy of diverse skills, talents and cultures spread across multiple locations. We are customer-focused and result-oriented providing exposure to a wide array of products, platforms and processes globally. We nurture open and transparent communication, and a great work-life balance, with a positive work culture where team members are recognized for their work. We meet challenges head-on and work at the solution as one team. We work hard and play harder – we participate in cultural and sports events within as well as outside of the company, and also contribute back to the society through the company's corporate social responsibility efforts.

The Impact
: The Application Associate will be accountable for Research and Client Operations Group, including Client Support, Content Research, Operations & Testing within a specified industry sector or a cross-industry group to accelerate the quality and timeliness of the data, increase support standards, improve operational efficiency to reduce error rates, improve support survey scores to help maintain retention rates and drive revenue increases.

What's in it for you?

As an Application Associate in Client Operations, you will learn, explore, educate and support financial information for customer of financial market, where you will hold investigative conversations with clients to drive product usage and revenue. You will leverage your financial market knowledge, your strong customer service skills and exceptional troubleshooting abilities to help the clients with their requests, while showcasing your vast knowledge of our tools, our data and the industries we cover. Many of the Fortune 500 companies in the world will be asking your help to find solutions to their challenges. You will also be the Client's advocate and work with different teams inside the organization across many functional areas (Sales, Technology, Content, Industry Research etc.)

You will also play a major role in executing and improving BAU proactive processes to prevent issues and improve delivery quality to the clients. In the process you will suggest improvements to the product as well as perform Agile based User-Acceptance-Testing to curb issues even before they hit our clients.

Principal Responsibilities:

Develop financial models in MS Excel (by utilizing our tools) for internal/external clients to help them in their routine workflow/analysis.

Consistently make proactive suggestions in regards to product usability, presentation, and data quality.

Be the primary point of contact for providing critical research and value-add knowledge to our diverse client base at various financial institutions, government organizations and Universities.

Supporting client base in their research by responding to their requests that comes through calls, e-mails and other forms of communication. Direct interaction with clients, through phone, email and video conferences, as they relate to Industry, platform and data questions.

What are we looking for?

Basic Qualifications:

• Fluency in speaking and writing in Mandarin is required.
• Candidate must possess at least a Bachelor's in Finance/Accounting/Banking, Business, Economics, Statistics, Mathematics or equivalent.
• At least 1 year of working experience in the related field is preferred; fresh graduates can be considered.
• Intermediate to Advanced level of MS Excel proficiency skills is required.
• Strong analytical and problem-solving skills; knowledge of MS Office products and understanding of databases is a plus.
• Must be knowledgeable in Finance/Accounting, or someone who is interested in building a career in the finance industry and willing to learn.
• Fluency and eloquence in English is required.
• Strong communication and interpersonal skills
• Amenable to work on Morning / APAC Shift

Preferred Qualifications:

• Candidates with Master's degree or pursuing CFA is a plus.
• VBA Knowledge is a plus.
• Experience with Salesforce or similar CRM applications is a plus.

*About The Role:
Grade Level (for internal use): *
08

*The Role: *
S&P Global Market Intelligence is seeking a commercial operations Application Associate to join our commercial operations team in Manila, Philippines.

Grade Level: 8 (Internal Use)
*The Team: *
The Client Operations team is the primary touchpoint for our clients and is the "face" of the company. Going above and beyond in our service offering is where this team adds value. The Commercial Operations team is a powerful synergy of diverse skills, talents and cultures spread across multiple locations. We are customer-focused and result-oriented providing exposure to a wide array of products, platforms and processes globally. We nurture open and transparent communication, and a great work-life balance, with a positive work culture where team members are recognized for their work. We meet challenges head-on and work at the solution as one team. We work hard and play harder – we participate in cultural and sports events within as well as outside of the company, and also contribute back to the society through the company's corporate social responsibility efforts.

What's in it for you?
As an Senior Application Associate in Client Operations, you will learn, explore, educate and support financial information for customer of capital and commodity market, where you will hold investigative conversations with clients to drive product usage and revenue. You will leverage your financial market knowledge, your strong customer service skills and exceptional troubleshooting abilities to help the clients with their requests, while showcasing your vast knowledge of our tools, our data and the industries we cover. Many of the Fortune 500 companies in the world will be asking your help to find solutions to their challenges. You will also be the Client's advocate and work with different teams inside the organization across many functional areas (Sales, Technology, Content, Industry Research etc.). You will also play a major role in executing and improving BAU proactive processes to prevent issues and improve delivery quality to the clients. In the process you will suggest improvements to the product as well as perform Agile based User-Acceptance-Testing to curb issues even before they hit our clients.

*Principal Responsibilities: *

• Develop financial models /Product Services on website/Office products for internal/external clients to help them in their routine workflow/analysis.
• Consistently make proactive suggestions in regards to product usability, presentation, and data quality.
• Be the primary point of contact for providing critical research and value-add knowledge to our diverse client base at various financial institutions, government organizations and Universities.

What are we looking for?

• Bachelor's Degree in Finance, Business or Economics. Candidates pursuing CFA is a plus.
• Intermediate to Advanced level of MS Excel proficiency skills is required.
• Strong analytical and problem-solving skills; knowledge of other MS Office products and understanding of databases is a plus.
• Good understanding on accounting standards.
• Strong communication and interpersonal skills
• VBA Knowledge is a plus
• Experience with Salesforce or similar CRM applications are a plus.

*About S&P Global Market Intelligence *
We deliver exceptional solutions, for exceptional results.

Every day at S&P Global Market Intelligence we collect, scrub, interpret, and analyze vast volumes of content, turning it into actionable intelligence on the global financial markets and the companies and industries that comprise those markets.

We deliver the data and insight you need to make informed, smarter business decisions and investment decisions that are critical to your future.

*About S&P Global Market Intelligence *
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit

What's In It For
You?
*Our Purpose: *
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.

*Our People: *
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

*Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of
integrity
in all we do, bring a spirit of
discovery
to our work, and collaborate in close
partnership *
with each other and our customers to achieve shared goals.

*Benefits: *
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our Benefits Include:

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit:

*Global Hiring And Opportunity At S&P Global: *
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

*Recruitment Fraud Alert: *
If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.

US Candidates Only:
The EEO is the Law Poster  describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision -

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)

Job ID:

Posted On:

Location:
Makati City, National Capital Region (Manila), Philippines

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach

Position Title: Portfolio Management Officer

Job Summary:

The Portfolio Management Officer shall be responsible for the development and implementation of strategies that will upgrade identified mass market segments (i.e. payroll, remittance) to higher segments by increasing their product take-up, in close coordination with the Institutional Cross-Sell team, other internal stakeholders and control units.

Role Exposure:

Strategic Support

• Analyzes internal data for an in-depth understanding of customers
• Conducts market research to identify threats and growth opportunities, keep in tune with industry trends, monitor competitors, stay abreast of new technologies and understand markets as a basis for developing strategic initiatives
• Portfolio Management of Deposit Products, resulting in migration/upgrade of identified mass market sub-segments to HPR leveraging on payroll, top-ups, etc.
• Assesses current strategies to leverage on organizational strengths, identify gaps and recommend strategic initiatives that will improve organizational effectiveness
• Implements initiatives and works with internal and external agencies to execute campaigns and ensure alignment in approach and deliverables; supervises measurement of campaign effectivity
• Manages cross-functional teams and collaborates with other groups across the organization for project execution
• Coordinates with control units within the organization to ensure compliance
• Supervises monitoring and timely measurement of effectiveness of the initiative or campaign

Deliverables

Including, but not limited to:

• Research output, including but not limited to a roadmap for business / product / service (i.e. enhance transaction monitoring for remittance etc.)
• Number of customers from identified mass market sub-segments migrated to a higher segment / availing of a second product
• Increase in Net Customer Value (NCV)
• Increase in PPC

Qualifications:

• Bachelor's degree in Business Administration, Marketing, Finance, or a related field.
• At least 5-7 years of experience in campaign implementation, portfolio management, strategic planning, or a related field.
• Proven track record in developing and implementing strategies to upgrade mass market segments

Other Details:

Unit: Consumer Business Sector – Retail Deposits and Payment Products Division

Location: 100% Onsite – The Shops, BGC, Taguig

*For applicants that submitted application in the previous job postings, you may opt not to re-apply again in this job posting as we are already processing your application.

Company Description

Philippine Business Bank - Trust and Investment Center
is looking to fill the role of
Trust Portfolio Management Officer.

Role Description

This is a
full-time on-site
role for an Investment Officer located in
Metro Manila
. The
Portfolio Management Officer
will be responsible for managing investment portfolios, specifically discretionary accounts. The role also includes regular monitoring of portfolio performance, performing risk assessments, conducting financial market research, and ensuring compliance with financial regulations.

Qualifications

• Candidate must have prior work experience in investment management, specifically local fixed income and/or equity securities
• Prior experience working in trust and/or asset management company must be at least 3 to 5 years
• Finance and Analytical Skills
• Investment Management and Portfolio Management skills
• Knowledge and experience in Investments
• Strong problem-solving and decision-making abilities
• Excellent written and verbal communication skills
• Bachelor's degree in Finance, Economics, or related field
• Only candidates that meet the aforementioned qualifications will be processed.

If you are interested or know someone interested kindly forward your latest CV to

The Head of Portfolio Management is to lead the client success strategy and operations at Tendo. This role is accountable for strengthening employer partnerships, driving employee loan conversion, and ensuring consistent reporting on partner performance and initiatives. The Client Success Head will establish structured review rhythms, deploy adoption playbooks, and lead a team of account managers to deliver measurable business outcomes.

KEY RESPONSIBILITIES

1. Employer Portfolio Management

• Oversee all partner employers with a structured "one sheet per employer" view.
• Ensure visibility into employer-level metrics: employee base, uptake, loan volume, credit utilization, repayment rates, relationship strength, and sensitivity rating.
• Monitor trends (e.g., last 30-day change) and identify risks/opportunities.

2. Conversion & Adoption Initiatives

• Drive execution of the uptake initiatives playbook (quarterly reviews, orientations, wellness events, roadshows, marketing campaigns, sponsorships).
• Ensure planned initiatives are executed on time and tracked (planned vs. completed).
• Tailor initiatives per employer context to improve conversion, repayment, and retention.

3. Operational Excellence

• Standardize employer operational data (billing frequency, master lists, direct marketing, terms, repayment rates).
• Ensure operational indicators are regularly updated and reviewed in monthly reports.
• Drive process alignment with Finance, Product, and Risk to ensure smooth employer operations.

4. Team Leadership & Enablement

• Lead and mentor the Client Success team (account managers) to run disciplined, data-driven employer reviews.
• Establish monthly/quarterly review cadences with structured reporting (using the provided templates).
• Elevate client conversations from tactical problem-solving to strategic account growth.

5. Cross-Functional Collaboration

• Partner with Marketing, Product, and Risk teams to deploy campaigns and remove adoption barriers.

• Serve as the voice of the client internally — influencing product design, UX, and pricing adjustments.

• Escalate risks proactively and propose corrective actions.

• Growth in employee loan uptake per employer
• Growth in loaned volume (₱) and healthy credit utilization
• High repayment rates across employers
• Consistency of initiative deployment (planned vs. completed)
• Employer relationship health (strength & sensitivity ratings)
• Revenue contribution from client success portfolio

QUALIFICATION

• 8–12+ years in client success, account management, or partner management (preferably fintech, lending, or B2B2C context).
• Strong track record in structured reporting and driving adoption initiatives.
• Experience managing enterprise client relationships with executive-level stakeholders.
• Analytical and data-driven; able to translate metrics into actionable insights.
• Excellent communication, relationship-building, and influencing skills.
• Proven leadership of client-facing teams.

Core Skills:

Functionally focused role with hands on experience configuring or setting up the PPM Modules (Projects, Grants)

Core Skills:

Configuration of ERP PPM Modules listed above

Configuration of workflow for approvals and error routing in PPM and Grants

Configuration of Common Lookups, Value Sets, Descriptive Flexfields (DFFs), and Extensible Flexfields (EITs)

Strong knowledge of Month-end, Quarter-end, and Year-end closing activities, ensuring financial accuracy and compliance related to PPM

Strong knowledge of budgetary control and encumbrance accounting related to Projects

Strong understanding of delivered reports and ability to address gaps with OTBI reporting

Nice to Have Skills:

Technical aptitude to build queries for deeper analysis

Ability to troubleshoot interface issues as they arise, reviewing error logs and analyzing the OIC setup

Job Purpose

• Implements campaigns and initiatives guided by the card life cycle framework (activation, utilization, line management, and anti-attrition) and market segmentation analytics, ensuring they are delivered on time and within budget, and positively impact key performance indicators related to portfolio management.
• Drives card activation and utilization through targeted usage campaigns which include retail spend and borrow or loan offers tied to credit card
• Creates value for the existing customer base with the use of competitor scans and market segmentation – analyzing customer spend behavior, demographic and risk profiles.
• Coordinates with internal (Telesales, IT, Digital & Marketing Services, Analytics, Credit Policy, Finance etc.) and external stakeholders to ensure efficient and timely implementation of proposed/approved initiatives.
• Deploys promotional materials such as but not limited to electronic direct mails and SMS, to targeted segments in order to generate promo awareness

Job Requirements

• Must possess at least a Bachelor's / College Degree preferably of a business-related course
• With at least 2 years work experience on various areas of Marketing such as Program Management, Product Development and Customer Relationship Marketing. Experience in credit card or any financial institution will be an added advantage
• Efficient program and project management skills
• Strong communication and negotiation skills (both oral and written)
• Highly organized with attention to detail and strong problem-solving skills
• Comfortable working both independently and in collaborative team environments