Finance & Banking Associate - Portfolio Insights & Strategy

Gratitude Philippines; Pasay; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial services company in Metro Manila is looking for a candidate to assist in managing client portfolios and financial assets. This role involves analyzing financial data, supporting financial strategy development, and ensuring compliance with regulatory standards. The ideal candidate should have a Bachelor's degree in Finance or Business Administration and 3–5 years of relevant experience in finance or banking, along with strong analytical and communication skills.

Qualifications

• 3–5 years of relevant experience in finance or banking.
• Ability to work under pressure and meet tight deadlines.

Responsibilities

• Assist in managing client portfolios and financial assets.
• Analyze financial data to provide insights and recommendations.
• Support the development of financial strategies and banking solutions.
• Coordinate with banking partners to optimize financial services.
• Ensure compliance with regulatory standards and internal policies.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Job description

A financial services company in Metro Manila is looking for a candidate to assist in managing client portfolios and financial assets. This role involves analyzing financial data, supporting financial strategy development, and ensuring compliance with regulatory standards. The ideal candidate should have a Bachelor's degree in Finance or Business Administration and 3–5 years of relevant experience in finance or banking, along with strong analytical and communication skills.