Credit Analyst

ATR Asset Management (ATRAM)

  • Makati, Philippines
    8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
  • Full time
Posted a month ago and deadline of application is on 19 Apr
Recruiter was hiring 15 days ago

Job Description

Role Summary:

The Credit Analyst is primarily responsible for the identification, analysis and evaluation of credit exposures of the portfolios managed by the firm. He/she reports directly to the Investment Director for Fixed Income and Multi-Asset, is actively involved in the analysis of the different aspects of the sectors and companies he/she is assigned to, and must keep up-to-date with detailed key market and company information for the preparation of reports/analyses for use by the portfolio managers.

Main Duties and Responsibilities:

  • Assist the portfolio manager in analyzing investments/credits through independent research and company visits
  • Gathering and maintenance of data from internal and external sources; maintain research library
  • Perform valuation analysis and generates financial/statistical models
  • Help generate investment ideas; translate fundamental and quantitative analyses into applicable investment strategies to contribute to investment performance
  • Assist portfolio manager in monitoring and regular updating of Credit Rating scorecards
  • Prepare periodic reports/analyses on the credits and sectors assigned and assist in the preparation of fund fact sheets
  • Assist in sales and marketing initiatives with reports and presentation requirements
  • Provide support in giving presentations to clients and marketing channels as needed
  • Comply with regulatory requirements, company and group policies; maintain compliance awareness
  • Perform F.I. counterparty analysis for the establishment and/or management of counterparty lines

Minimum Qualifications

Competencies required:

  • Good understanding of the investment theories and underlying financial instruments
  • Strong analytical ability with solid quantitative skills
  • Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment
  • Good communication skills (both written and verbal) and interpersonal skills
  • High level of integrity

Education and experience required:

  • Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses
  • Experience in asset management or related industry
  • With 2 years or more investment experience in credit research (highly preferred)
  • Previous exposure to the market/s assigned is desired
  • MBA/CFA is a plus

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Accounting and Finance
Educational requirement
Bachelor's degree graduate
Office Address
8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Industry
Asset Management
Vacancy
1 opening
Website
http://www.atram.com.ph

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About ATR Asset Management (ATRAM)

The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients. Why join us? ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients. ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally. ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.