Fund Services IR Supervisor

Jobtailor; Muntinlupa; On-site; PHP 2,008,800 - 3,348,000; Full time

Job summary

Jobtailor in Manila is seeking a Senior Operations Lead to supervise Global Operations Support staff, drive staff development, and ensure accuracy and compliance across financial services processes.

The role requires 6+ years in financial services with hedge funds knowledge, AML awareness, and strong analytical skills to build dashboards and reports for leadership.

Qualifications

• Degree in Accounting/Finance/Economics required.
• 4+ years’ experience in Financial Services (Investor Relations/Client Service preferred).
• 3+ years’ experience managing staff.
• Knowledge of hedge funds and/or fund of funds.
• Compliance and anti-money laundering policies knowledge.
• Experience with databases and dashboards; data-driven decision making.
• Strong planning and multitasking abilities; MS applications proficiency.

Responsibilities

• Supervise Global Operations Support staff and oversee daily operations.
• Participate in staff training and development plans with the Manager.
• Monitor and ensure transactions are properly executed and compliant.
• Develop and monitor Service Level Agreements for the team.
• Lead as subject matter expert and provide guidance to colleagues globally.
• Create reporting systems, dashboards, and performance metrics.

Skills

Leadership

Data analytics

Project management

Regulatory compliance

Stakeholder management

Financial reporting

Analytical thinking

Education

Bachelor's degree in Accounting/Finance/Economics

Bachelor's degree in Business/Accounting/Finance/Economics

Tools

Microsoft Excel

PowerPoint

MS Office

Job description

Responsibilities

• Supervise the work performed by Global Operations Support staff
• Participate in training of team members; assisting the Manager in preparation and execution of staff development plans
• Monitor and ensure that transactions are properly executed
• Ensure adherence to controls and procedures; preparing and contributing to management control reports
• Develop and monitor Service Level Agreements
• Take a leadership role as a subject matter expert for the department
• Maintain knowledge of current regulatory and compliance environment as it effects our services and/or clients
• Participate in projects when required
• Overall leadership and coaching of staff including Supervisor and their direct reports
• Oversee the daily operations of the teams and provide support and guidance in accomplishing department goals
• Create and maintain acceptable service levels for key areas of responsibility
• Create an environment of co-operation and initiative through appropriate delegation, empowerment, training and motivation
• Anticipate and resolve work concerns and exercise sound judgment to make appropriate adjustments
• Contribute to the roll out and success of the global processing initiative, working closely with colleagues in multiple locations globally
• Assess areas of risk on each team and within the department and implement processes to address areas of concern
• Identify opportunities to enhance technology and automate procedures to limit or eliminate manual processes.
• Assist in the developing a global forum dedicated to sharing best practices and improving processing standards
• Build, develop and maintain reporting systems, data automation, dashboards and performance metrics that support key business decisions.
• Oversee the design and delivery of reports and insights that analyze business functions and key operations and performance metrics.
• Rationalize current reporting inventory and establish future state reporting requirements
• Ensure accuracy of data and deliverables of reporting team with comprehensive policies and processes
• Manage and optimize processes for data intake, validation, and mining
• Examine, interpret and report results of analytical initiatives to stakeholders in leadership, technology and product teams.
• Communicate results and business impacts of insight initiatives to stakeholders.

Requirements

• You are a Degree holder in Accounting/Finance/Economics
• You have 4+ years’ experience in Financial Services, preferably Investor Relations and/or Client Service related
• You have 3+ years’ experience managing staff
• You have knowledge of hedge funds and/or fund of funds
• You have knowledge of compliance and regulatory issues and anti-money laundering policies
• Degree in Business/Accounting/Finance/Economics or any related course
• 6+ years’ experience in Financial Services, preferably in an Investor Relations / Transfer Agency Environment with technical knowledge of Transfer Agency functions, such as share dealing, client reporting, cash processing, fee rebates and distributions across different fund types.
• 3+ years’ experience managing people
• Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage
• A good understanding of Anti Money Laundering Requirements of local Regulator and Bank Policy and excellent awareness of Fraud prevention, Compliance requirements and operational risk areas
• Experience working with and creating databases and dashboards using all relevant data to inform decisions
• Experience using analytics techniques to contribute to company growth efforts, increasing revenue and other key business outcomes
• Strong ability to plan and manage numerous processes, people and projects simultaneously
• Proficient in Microsoft Applications (Word, Excel, PowerPoint etc)

Core Competencies

Demonstrates expertise in Financial Services with a strong focus on Investor Relations and Client Service, alongside a solid understanding of compliance and regulatory issues. Proven ability to lead teams, manage processes, and enhance operational efficiency through data-driven decision-making.