Investment Analyst

The Investment Analysts generate actionable insights by conducting economic, industry, and company-level analysis. The position is also responsible in communicating economic and market developments, as well as BPI Wealths outlook and investment strategies to internal and external stakeholders (e.g., clients’ board of trustees/directors, senior management, relationship managers, etc.). As an Investment Analyst, the main role is to support BPI Wealth’s portfolio managers make sound investment decisions and help build investment strategies that are founded on thorough, objective, and rational research and analysis

Core Responsibilities

• Writes regular reports on economic, market, and corporate developments
• Conducts briefings and communicate house views to internal & external stakeholders
• Research companies under industry/sector coverage
• Collaborates with portfolio managers in generating and executing investment ideas
• Performs due diligence on potential client transactions
• Supports other teams in responding to client queries related to investments and assist in all other tasks that may be assigned
  
  

• Preferably Licensed Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
• Preferably with relevant work experience in Financial Analysis, Economics, or Investments
• Proficient in creating financial models to predict future financial performance
• Has the ability to analyze financial data, market trends and economic indicators
• Above-average communication skills, proficient in both oral and written communication, proficient in Excel, Bloomberg Terminal, and other tools