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Investment Associate

Makati, National Capital Region ·  Yesterday (updated)

RBT Consulting

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  • Description

  • Investment-related services

    A. Prepare/Update the SAA for discussion with RIM

    B. Coordinate investment data requirements from Third Party Asset Managers (TPAM)

    a. Coordinate for regular reportorial requirements

    b. Coordinate their reports to the Investment Committee (IC)

    c. Monitor performance

    d. Prepare and discuss LOIs

    e. Handle fund contributions

    C. Prepare investment-related requirements for regulatory and internal management reports

    a. Monthly NII report and Asset Liability Matching report

    b. Quarterly Investment Data Template (QIDT)

    c. Annual statement/quarterly IC report requirements

    d. Internal FS close

    e. Audited FS

    D. Prepare Investment schedules for the Strat Plan (SP)

    a. 3-year NII projection

    b. Cash Flow projection

    c. Investment forecast slides for QBR

    F. Prepare investment data for upload to Regulus

    G. Prepare materials for reporting to the IC, and escalate matters for notifying or approval by IC

    H. Actively participate in various investments projects (e.g. IFRS 9, Process Controls, and Investments data preparation automation)

    I. Stay updated on the latest economic and market conditions

    J. Cultivate and maintain relationships with market players and TPAMs

    K. Perform other duties as may be assigned by the Head of Investments


    - University graduate with a degree in Accountancy or Business courses majoring in Accounting

    - 3-5 years in similar or related function

    - Certified Public Accountant License

    A. Technical Skills & Competencies


    1. Knowledge of Functions in Insurance company - Knowledge and understanding of the functions in the company and how the businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting business and organization; aware of competition and strategies and tactics in the marketplace.

    2. Technical Knowledge and experience - An understanding of how accounting in Insurance and the ability to design an appropriate and relevant analysis and system to effectively implement, using systems, processes, and tools

    3. Work process analysis & improvement - Understanding of how to process function and interact, investigate options for achieving improvement and make recommendations in improving and redesigning the processes currently in operation

    4. Agile Investment Planning Ability - to identify the priorities of investing in different initiatives, including budget amounts, parameters, and sequence of activities using Agile applied to budgeting and demand management

    5. Business Intelligence & Data Analytics Ability - to manage enterprise information (data, technology, tools, techniques, people, processes) to support decision-making, predictive analysis, optimization efforts, and security analysis through ad-hoc analysis, standard reports, scorecards and dashboards, and interactive visualizations

    6. Implementing Policies - ensures that new policies are understood and taken seriously. Communicates new policies and procedures to employees supports them with adequate and timely resources and monitors actual practices in a manner that makes it clear that full compliance is expected. Avoids behavior or communications that might send a mixed message about the importance of new procedures or suggests that full compliance is optional
  • Requirements

  • Minimum education level: Bachelor´s Degree
  • 3 years of experience
  • Language(s): English
  • Availability for travel: Yes
  • Availability for change of residence: Yes
  • People with disabilities: Yes

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Job summary

  • Investment Associate

  • Makati, National Capital Region

  • Company

    RBT Consulting
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply