Ateneo de Manila University
Ateneo de Manila University

Investment Head  

Ateneo de Manila University

 
  • Quezon City, Philippines
    Katipunan Loyola Heights, Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired a year ago

2023-03-30T16:00:00+00:00
Job closed.

Job Description

Under the supervision of the Director for Investments, the Investment Head monitors the current investment portfolios of the University, ensuring its adherence to the investment policies and financial risk management guidelines, and executing short-term investments. The position also serves as the liaison between the University and the external investment partners.

Main Duties and Responsibilities:

Management of Current Investment

  • Provides regular performance reports about current investment matters needed for decision-making.
    • Tracks, records, analyzes, and reports the performance of current investments, for endowed and non-endowed funds.
    • Computes and analyzes the performance metrics of the benchmarks and the individual portfolios’ returns generated by the external investment partners.
    • Identifies potential risk areas and provides recommendations and provides recommendations on how to address occurring and emergent concerns.
    • Provides recommendations to balance the liquidity requirements and the attainment of investment goals.
  • Assists with data entry, documentation, and the maintenance of investment trackers, ensuring that all dashboards provide an accurate and up-to-date picture of the University’s current investment standing.
    • Monitors the domestic and foreign investment partners’ adherence to portfolio guidelines and investment instructions, observance of asset allocation limits and allowed ranges, and compliance with benchmarks of existing portfolios with discretionary mandates, such as Ateneo Consolidated Fund (i.e., ADMU and the other Ateneo schools), ADMU Retirement Fund, ADMU Fiduciary accounts; Ateneo Scholarship Foundation, and Jesuit Philippine Province portfolios (Isabela Cultural Corp.); and brokerage mandates, such as Ateneo Consolidated Fund, ADMU Retirement Fund, Ateneo Scholarship Foundation, and Isabela Cultural Corp.
    • Monitors the credit and investment exposures of the portfolios to stay within approved limits.
    • Monitors the investment performance of existing portfolios with brokerage mandates which invest in offshore exchange-traded funds and mutual funds.
    • Monitors the investment performance of the portfolio benchmarks vs. portfolio manager investment performance.
  • Assists in the optimization of the University’s resources for income generation coming from non-academic and non-tuition-related sources.
    • Prepares the investment and operational instructions of the Vice President for Finance and Treasurer, in coordination with the Director for Investments, to the external investment partners, which includes trade orders of offshore funds.
    • Responsible for rebalancing activity, capital call, subscription and redemption process, and distribution activity of current investments.
  • Serves as the liaison and contact person between the University and the external investment partners as far as the investment portfolios are concerned.
    • Assists in managing and evaluating the performance of external investment partners.

Investment Opportunities

  • Sources and evaluates investment opportunities, including those referred/proposed to the University by investment managers, and makes the necessary recommendations.
  • Assists in operational due diligence processes on prospective investments, which includes conducting cost-benefit analysis, market projections, and valuations, evaluating internal controls, trade processing, preparing legal documentation, etc.

Performs other duties that may be assigned by the immediate supervisor/s or authorized representatives.

Minimum Qualifications

Knowledge, Skills, and Abilities:

  • Familiarity with domestic and global bond markets, stock markets, interest rate movements, and currency, particularly USD: PHP movements.
  • Understanding of the financial and capital markets
  • Extensive knowledge of statistical models and analysis, and their application to investments
  • Ability to apply sound business and financial judgment, providing creative solutions
  • Highly organized, structured, and logical
  • Advanced proficiency in productivity tools such as MS Office (Excel, Word, PowerPoint essential) and statistical and financial software to make models and trends
  • Ability to influence and negotiate
  • Excellent interpersonal and communication skills
  • High personal and professional integrity
  • Presentation skills
  • Detail-oriented

Education and Experience Requirements:

  • Bachelor’s degree in business, finance, actuarial science, or related quantitative field
  • A Master's degree in business administration or any advanced degree in economics, finance, or math is preferred
  • Certified Public Accounting or Chartered Financial Analyst is highly preferred.
  • At least 10 years relevant experience in fund administration, investment operations/management, risk analytics, financial reporting, trust, developing an integrated portfolio, financial modeling, etc.

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Once in a while
Office Address
Katipunan Loyola Heights, Quezon City, Metro Manila, Philippines
Industry
Higher Education / Academia
Vacancy
1 opening
Website
http://www.ateneo.edu/

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About Ateneo de Manila University

The Ateneo de Manila University (Ateneo) is one of the leading universities in the Philippines. More than 150 years in existence, the Ateneo has grown into a major Jesuit institution. Officially it became a university in 1959. It offers over 100 academic degree programmes. Ateneo offers Basic Education (Grade School, Junior and Senior High School). In addition, the Loyola Schools (college) is made up of four schools (Social Sciences; Humanities; Science and Engineering; and Management) that offer graduate and undergraduate degrees, with a total enrolment of about 10,000 students per year. The Ateneo has 4 professional schools located in 3 campuses in Quezon City, Makati City and Pasig City (Business; Government; Law; and Medicine and Public Health), with about 4,000 professional postgraduate students. It has an array of research centres, 11 of which are recognized as Centres of Excellence by the Philippine Commission on Higher Education. In addition to a European Studies Programme, it has a Centre for Asian Studies that fosters comparative research on East and Southeast Asia. The Ateneo has 207 partnerships with universities around the world (82 in Europe, 87 in Asia, 11 in Australia and New Zealand, and 27 in North and South America) and is a member of the ASEAN Universities Network and 3 other international university networks. The Ateneo’s Rizal Library is the most advanced in the Philippines with over 307,000 titles in its collection and online access to most major academic journals.

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