Investment / Trading Analyst

Investment & Trading Analyst
Private Family Office | Active Portfolio Management & Trading

Company: SourceIt – Jordana Family Office
Industry: Investments / Private Family Office
Experience: 4–10 years of relevant experience
Investment Focus: U.S. Public Equities, Listed Options & Futures

Location: Parañaque City, Metro Manila
Work Arrangement: 100% on-site for the first 6 months with more flexibility after probation

 

About the Opportunity

Our client is establishing a private family office focused on actively managing and growing its proprietary investment portfolio, initially valued at approximately USD 2–3+ million.

We are seeking a commercially minded and analytically driven Investment & Trading Analyst to take a hands-on role in executing investment strategies, managing portfolio exposures, and developing disciplined trading and risk management practices.

This is an opportunity for an investment professional who enjoys the technical aspects of trading, demonstrates sound investment judgment, and is comfortable operating independently within an entrepreneurial investment environment.

Unlike traditional wealth management or advisory positions, this role focuses on direct investment execution, active portfolio management, trading strategy development, and performance monitoring, primarily across U.S. financial markets.

 

Key Responsibilities

1. Investment Management & Trade Execution

• Execute and manage investment strategies across U.S. public equities, listed options, and futures in accordance with established portfolio mandates.
• Actively monitor financial markets, identify investment opportunities, and assess market trends and potential trading risks.
• Manage open positions and execute trades within agreed investment parameters, risk limits, and approval thresholds.
• Support portfolio positioning and adjustments based on changing market conditions and investment objectives.

2. Trading Strategy Development & Research

• Research, evaluate, and develop investment and trading strategies across relevant financial instruments.
• Conduct scenario analysis, backtesting, and performance assessments before implementing new strategies.
• Evaluate risk-return characteristics, potential market opportunities, and downside exposure.
• Continuously refine trading approaches based on portfolio performance, market developments, and the family's investment philosophy.

3. Portfolio Risk Management

• Monitor overall portfolio exposure, including concentration, leverage, liquidity, volatility, and potential drawdowns.
• Assess options-specific risks, including Greeks, assignment exposure, and other derivative-related considerations.
• Establish and maintain practical risk controls, including position-sizing guidelines, exposure limits, maximum acceptable losses, and escalation procedures.
• Identify emerging market risks and recommend appropriate portfolio adjustments or mitigation measures.

4. Portfolio Performance Monitoring & Reporting

• Prepare accurate and timely daily investment and trading reports, including:
  • End-of-day profit and loss (P&L)
  • Open positions and portfolio exposures
  • P&L attribution and performance drivers
  • Performance by trading strategy
  • Significant market developments and upcoming portfolio risks
• Provide clear, concise analysis of investment performance, trading decisions, and portfolio risk.
• Maintain organized records of trading activity, investment strategies, and portfolio performance.

5. Investment Process Development

• Support the establishment of structured investment processes, reporting practices, and risk management controls as the family office develops.
• Recommend improvements to trading workflows, portfolio monitoring, and investment decision-making.
• Work closely with family office stakeholders to understand investment priorities and align trading activities with the agreed investment approach.

Qualifications & Experience

Professional Background

• Approximately 4–10 years of relevant experience in investment management, proprietary trading, portfolio management, securities trading, or related financial markets roles.
• Demonstrated hands-on exposure to public equities and active trading or investment management.
• Practical knowledge of listed options and futures trading is highly advantageous.
• Strong understanding of investment fundamentals, financial markets, portfolio risk, and trading strategies.
• Experience in portfolio performance analysis, market research, or strategy backtesting.
• Ability to independently evaluate investment opportunities and manage trading activities within established parameters.

Technical Competencies

• Working knowledge of equity markets, derivative instruments, and trading mechanics.
• Understanding of portfolio risk measures, including volatility, leverage, concentration, drawdown, and options Greeks.
• Strong analytical and quantitative reasoning skills.
• Ability to interpret market data and translate findings into actionable investment decisions.
• Proficiency in relevant trading, financial analysis, and reporting tools.

Personal Attributes

• Highly analytical, intellectually curious, and commercially aware.
• Independent, proactive, and comfortable working in a lean investment environment.
• Disciplined in risk management, with sound judgment and attention to detail.
• Adaptable and willing to learn and align with the family's investment philosophy.
• Demonstrates discretion, integrity, accountability, and a strong sense of responsibility when managing private family capital.

 

Why Consider This Opportunity?

• Hands-on investment exposure: Direct involvement in managing an active investment portfolio across U.S. financial markets.
• Meaningful ownership: Opportunity to contribute to trading decisions, portfolio risk management, and investment performance.
• Build-from-the-ground-up environment: Play a key role in developing investment processes and reporting structures for a newly established family office.
• Professional growth: Gain broader exposure to investment strategy development, trading execution, and portfolio management within a focused investment platform.