5 Portfolio Management jobs in the Philippines

Join to apply for the Portfolio and Customer Lifecycle Management Lead role at GCash .

Application Status: 1 week ago. Be among the first 25 applicants.

Do you want to take the first step in making Filipinos’ lives better every day? Here at GCash, we aim to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation! G ka ba? Join the G Nation today!

• Design and execute segment-based acquisition strategies for GSave and GFunds.
• Identify high-value customer segments and tailor product messaging and onboarding flows accordingly.
• Collaborate with internal teams such as Wealth, Growth Marketing, CRM, Data Office, and others to develop campaigns that boost product discovery and conversion.
• Analyze performance metrics, customer behavior, and campaign results to optimize approaches continuously.
• Work closely with internal stakeholders including DX, Customer Success, and Compliance to ensure smooth customer journeys.
• Monitor competitor activity and customer trends to stay ahead of the market.

• Opportunities for career growth and development in the leading FinTech company in the country.
• Work with a dynamic and highly collaborative team dedicated to innovation.
• A company that values its people, offering highly competitive and flexible compensation and benefits packages.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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About Impact Investment Exchange (IIX):

Impact Investment Exchange (IIX ) is a pioneer in the global impact investing movement, dedicated to reshaping finance for sustainable development with a focus on gender equality and climate action through capital mobilization and data-based solutions. For over a decade and a half, we've been building the sustainable investing market, from establishing the world's largest crowdfunding platform for impact investing (Impact Partners ), operating award-winning enterprise technical assistance programs, creating innovative financial products such as the Women's Livelihood Bond Series, (listed 6 bonds in the public market with zero credit default) and establishing an Impact Institute and Research & Advisory. While we are very deep with our work in Asia, the Pacific, and Africa, our work spans 60 countries globally where we have invested close to $500 million of private-sector capital , positively impacted over 160 million direct and household lives , and avoided over 1.9 million metric tons of carbon and have collected over 90,000+ data points on sustainable micro, small and medium enterprises (MSMEs). The base of IIX's work is IIX Values , an impact verification tech solution measuring investments' social and environmental impact to the last mile, amplifying the voices of the underserved. In 2022, we, along with global partners, launched the Orange Movement and, within that, created a new asset class, Orange Bond , to demonstrate the intersectionality of gender equality and climate action and unlock $10 billion in capital markets by 2030, impacting 100 million women, girls, and gender minorities and making them a key player in climate mitigation and adaptation efforts. In 2024, we unveiled our global data hub, IIX Intelligence, which aggregates, evaluates, and benchmarks data from sustainable MSMEs, offering unparalleled insights into gender diversity, climate action, ESG performance, and community risk management. IIX Intelligence demonstrates with data the importance of MSMEs as a backbone of sustainable development. Numerous accolades, including the Oslo Business for Peace and the UN Global Climate Action Award, have recognized our efforts. Our team’s 'PREM ' values—passion, resilience, equity, and mavericks—propel our efforts, bringing meaningful change to Global South communities and the 99%.

You can visit our website to know more about us.

About a career with IIX:

You will join a highly effective team that will provide you with unparalleled hands-on exposure to the Impact Investing and Social Finance space. You thrive in tackling development issues and excel in creating solutions using structured strategies and innovative programs that address the world’s most pressing problems, from food security to inclusive finance to clean energy. You aim to become a global development leader and to get make a measurable difference through your work.

When you join IIX, you embark on a rewarding career in which we are heavily invested in your professional development as we will build on your strengths and help you gain new skills with training, coaching, encouragement, and guiding you in the right direction guidance. The skills you obtain and the exposure to the rapidly growing impact investing space will be invaluable as you advance in your career.

To be a successful member of the IIX team, you should exhibit PREM :

• Passionate : Commitment to social finance and impact investing as a path to unlock society’s potential to effect social change is essential for a happy and successful tenure at IIX.

• Resilient : Similar to our enterprises working in emerging markets, our IIX team members have strong mental and emotional fortitude and are able to recover quickly from difficulties or setbacks. We look for people with an adaptable and positive attitude and strong sense of self-worth, which enables them to move forward and continue to strive for their goals even in the face of adversity.

• Equitable : At IIX, we manage toward impact maximization and produce measurable and transparent returns – both social and financial. These results strengthen the ecosystem and transform existing realities by helping impact enterprises magnify their impact and scale. We are fair and impartial in our actions and ensure that we make objective and unbiased decisions based on facts and impact.

• Maverick : While IIX is a seasoned stakeholder in the impact enterprise and impact investing space in Asia, we pride ourselves on creating new opportunities. We look for people with an independent and unorthodox approach to thinking and behaving. If you are someone who is non-conformist, innovative, and independent, often going against the grain, does not like following the crowd and is not afraid to express your own opinions, we want you.

Some of our clients include foundations such as the Rockefeller Foundation and Bank of America-Merrill Lynch Foundation, corporations such as Standard Chartered Bank and KKR, international non-profits such as Oxfam and World Vision, multilateral institutions such as the Asian Development Bank, UN Agencies such as UNDP, and government development agencies such as USAID and SIDA.

Duties and Responsibilities:

IIX seeks an experienced AVP/VP, Credit Portfolio Management who will support the credit process for IIX’s lending products, including its existing and future Women’s Livelihood Bond loan portfolios. The successful candidate will be involved in both monitoring the performance of existing loan portfolios for outstanding bond instruments and for identifying and analyzing prospective new borrowers as IIX expands its lending activities. Monitoring activities will include liaising with borrowers to monitor financial performance and compliance with covenants as well as the preparation of quarterly and annual financial reports for submission to investors and program partners. The successful candidate will track and assess the borrowers’ performance and share accurate results and frequent progress updates with investors and partners. This individual serves as part of the first line of defense in identifying and mitigating obligor’s risk in existing and proposed debt products. Credit analysis related to new lending activities will include helping to identify potential borrowers – including both microfinance institutions and other high-impact enterprises in the region – and to analyzing these potential borrowers based on IIX’s lending criteria. The individual will work directly with teammates in the Innovative Finance team to drive credit analysis, underwriting of credit exposure and active risk management of the credit portfolio. This individual will provide subject matter expertise and manage the overall delivery of lending products to assigned clients.

Primary Responsibilities

● Provide support in the active origination and screening of potential borrowers for the WLB portfolios

● Analyze financial and impact information and reports relating to borrowers and potential borrowers;

● Analyze current and past financial data; review current financial performance and identify trends

● Craft investment rationale and draft investment proposals for the investment committee

● Monitor and interpret economic, market, and sector fundamentals, risks and opportunities

● Provide transaction support on transactions including support on desk due diligence, financial analysis, deal structuring, documentation and transaction closure

● Monitoring of WLB portfolio investments as well as markets in which they are operating

● Provide day-to-day operations support for credit risk management and transaction management

● Involve with FX trades, loan related payments, registration and documentation, third party (SIDA/DFC/KOICA) and other stake holders reporting and documentation.

Qualifications for the AVP position:

Required:

● Bachelor's degree; MBA or Master’s degree is a plus

● five plus years as a financial analyst; direct credit experience in a lending institution; SME lending a plus

● Emerging South and Southeast Asian markets a plus

● Strong quantitative skills, expert problem-solving ability, adeptness in the use of logic

● Excellent financial analysis skills

● Demonstrable capability to report findings in a clear, concise and persuasive manner.

● Attention to detail and the ability to identify verification issues and data patterns

● Excellent knowledge of excel and spread sheeting as a tool for analysis and database management

● Strong interpersonal skills; Relationship management and client facing experience a plus

● Excellent written and verbal communication; Demonstrated ability to prepare written memos and reports fluently in English

● High comfort level working in a relatively flat, non-hierarchical environment

● Good team management skills, to train and motivate young team members.

Preferred:

● Experience living and working in a variety of cultures, particularly in Asia. Time spent in developing countries is an advantage.

● International development and/or impact enterprise or MFI experience

● Academic or professional experience with IIX sector specializations (including renewable energy, sustainable agriculture, inclusive finance, technology access, rural healthcare services, education)

● Fluency or proficiency in one or more regional languages

● Candidates with more years of experience may be considered for the manager role.

Start Date: Immediate

Location: Singapore

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: Head, Product and Portfolio Management Department

Job Summary:

• This position is responsible for managing a team for the development of consumer loan products thru campaigns and/or offering and ensuring compliance to regulatory and credit policies of the Bank thru policy-setting.

Specific Duties & 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 and 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.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, Marketing, or a related field; a Master’s degree is an advantage.

• At least 6 years proven experience in developing and managing consumer loan products and campaigns.

• Strong analytical skills in market research, product profitability, and performance metrics.

• Leadership in managing cross-functional teams and digital platforms.

• Deep understanding of banking regulations, credit policies, and compliance coordination

Other Details:

Rank: SeniorOfficer
Unit: Consumer Business Sector – Consumer Lending Group
Location: The Shops, BGC, Taguig

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: Head, Product and Portfolio Management Department

Job Summary:

• This position is responsible for managing a team for the development of consumer loan products thru campaigns and/or offering and ensuring compliance to regulatory and credit policies of the Bank thru policy-setting.

Specific Duties & 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 and 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.

Qualifications:

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field; a Master's degree is an advantage.

• At least 6 years proven experience in developing and managing consumer loan products and campaigns.

• Strong analytical skills in market research, product profitability, and performance metrics.

• Leadership in managing cross-functional teams and digital platforms.

• Deep understanding of banking regulations, credit policies, and compliance coordination

Other Details:

Rank: SeniorOfficer
Unit: Consumer Business Sector – Consumer Lending Group
Location: The Shops, BGC, Taguig