305 Investment Strategy jobs in the Philippines

Job Description

Strategic Planning & Partner Management:

• Develops and executes the technology strategy in alignment with the overall bank strategy.

• Conducts IT partner portfolio reviews to optimize spending and align with Enterprise Architecture.

• Builds, maintains, and manages long-term, strategic relationships with key IT partners.

IT & Operations Financial Management (CAPEX & OPEX):

• Oversees the full financial lifecycle for IT and Operations, including both CAPEX and OPEX budgeting, forecasting, and expenditure tracking.

• Develops and implements a comprehensive framework for prioritizing technology investments, considering both strategic relevance and financial impact (ROI, NPV, etc.).

• Collaborates with IT, business units, and finance teams to prepare and review CAPEX and OPEX proposals for all technology projects and ongoing operations.

• Monitors IT project budgets (CAPEX and OPEX) to ensure alignment with regulatory requirements and internal financial policies.

• Identifies and implements opportunities for cost optimization and efficiency improvements across IT spending.

• Develops and maintains a detailed understanding of IT cost drivers and implements cost control measures. o Provides regular financial reporting and analysis to senior management on IT spending and performance.

Benefits Realization & Performance Management:

• Develops and implements robust frameworks to measure the benefits realization of technology projects, focusing on efficiency gains, cost savings, enhanced customer experience, and revenue generation.

• Establishes key performance indicators (KPIs) and metrics to track the performance of technology investments and operations.

• Monitors KPIs (e.g., system uptime, transaction throughput, digital adoption, cost per transaction) to ensure alignment with projected outcomes and service level agreements.

• Conducts post-implementation reviews (PIRs) to assess project success, document lessons learned, and identify best practices.

• Identifies variances between planned and actual benefits and implements corrective measures.

Revenue & Benefits Mapping:

• Establishes and maintains a clear benefits map linking technology investments (CAPEX and OPEX) to business unit revenue targets and strategic goals.

• Works with business unit leaders to quantify revenue impacts from technology improvements and operational efficiencies.

• Provides financial insights and recommendations to ensure technology investments and operational strategies align with the bank's revenue and growth objectives.

Stakeholder Management & Communication:

• Acts as the primary communication resource for technology and operations progress, resource utilization, and financial performance to executive management and the board

• Collaborates effectively with IT leadership, finance, business units, and other stakeholders to build consensus and drive alignment.

• Acts as a key point of contact for regulatory audits and internal reviews related to technology investments and operations.

• Presents effectively and communicates (both written and verbal) appropriately at all organizational levels and with external stakeholders.

Qualifications

• Possesses a broad, bank-wide view and deep understanding of strategy, business, processes, capabilities, technologies, contracts, policies, standards, and regulations
• Applies integrative, critical, and analytical thinking to develop and execute technology strategies, optimize resource allocation, and drive financial performance.
• Strong financial acumen and extensive experience with IT.
• CAPEX and OPEX planning, budgeting, and benefits realization.
• Demonstrated leadership abilities and experience.
• Managing and developing high-performing teams.
• Excellent communication, presentation, and stakeholder management skills, including the ability to influence senior executives and board members.
• Proven track record of driving successful technology
• Transformations and achieving business objectives.
• Deep understanding of IT financial management best practices.

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

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

Responsibilities

• Develops and maintains product program manuals covering all aspect of each product or service, including product benefits, market environment and competition, target market, pricing and profitability, distribution, resource requirements, commercialization / marketing and promotions.

• Provides market and competitive scans, evaluate comprehensiveness, competitiveness and marketability of consumer loan product offerings.

• Overall manager of online platforms and digital communications.

• Performs leads nurturing functions such as pre-screening, recommendation for approval and completion of loan documents.

• Collaborates with Analytics, Brand, Communications and Marketing Technology Group (ABCMTG) for necessary above or below the line promotion, advertising and targeted campaigns (such as cross-selling, etc.), to increase sales and product take-up.

• Prepares the campaign profitability analysis versus promo and marketing spends.

• Together with ABCMTG craft an end-to-end leads generation process and applicable customer journey for campaign launches and "always on" marketing.

• Spearheads test programs to assess the current market to augment consumer loan portfolio and improve performance quality.

• Performs leads management derived from online sources and supervises campaign execution (i.e. call-out team, hiring and training of project hires, daily monitoring of campaign stats versus KPIs, MIS reports for post mortem). Monitors campaign uptake recommends changes when necessary to ensure that campaign KPIs and metrics are met.

• Recommends and proposes new product offerings attuned to the ever-changing needs of the market. Responsible for its development and marketability.

• Coordinates with Compliance, Information Security, Anti-Money Laundering, Office of the General Counsel, and/or Business Systems Divisions for product- and policy-related matters, as deemed necessary.

• Drives the department's internal and external audit findings to resolution; Prepares data supplementary to regulatory reports.

• Performs other related functions that may be assigned from time to time

Job Types: Full-time, Permanent

Benefits:

• Additional leave
• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Work Location: In person

We are looking for a visionary and strategic leader to head the Product & Portfolio Management function of a fast-growing telecommunications and ICT provider in the Philippines. This is a senior executive role reporting directly to the Chief Commercial Officer, with responsibility for driving the growth and innovation of the company's Enterprise Business Group.

The Role

As SVP, Head of Product & Portfolio Management, you will:

• Lead the end-to-end lifecycle of enterprise ICT products and solutions — from conceptualization, development, and go-to-market, to growth, optimization, or retirement.
• Build and manage a high-impact product portfolio that includes connectivity, managed services, cloud solutions, data centers, cybersecurity, and emerging technologies.
• Drive product strategy and roadmap, ensuring solutions are relevant, profitable, and aligned with enterprise customer needs.
• Oversee portfolio performance, setting and tracking KPIs such as product adoption, revenue contribution, and customer satisfaction.
• Collaborate closely with Sales, Technology, Network, Finance, Pricing, and Marketing teams to ensure successful product launch and adoption.
• Lead and mentor a high-performing team of product managers, solution designers, and pre-sales specialists.
• Serve as a key member of the Enterprise Leadership Team, championing product innovation as a growth engine.

Qualifications

• Bachelor's Degree in Engineering, Business, IT, or related field (Master's preferred).
• Minimum of 10 years in product management, with at least 5 years in a senior leadership role in telecommunications, ICT, or technology sectors.
• Proven experience in launching, scaling, and managing B2B enterprise products in high-growth environments.
• Deep understanding of enterprise ICT services such as SD-WAN, cloud, data center, cybersecurity, managed services, and connectivity.
• Strong commercial and strategic acumen, with the ability to balance profitability, competitiveness, and customer experience.
• Excellent stakeholder management, leadership, and communication skills.

Job Types: Full-time, Permanent

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Employee stock ownership plan
• Health insurance
• Life insurance
• Opportunities for promotion
• Pay raise

Work Location: In person