Investment Analyst

J-K Network Services; Pasay; On-site; PHP 334,800 - 502,200; Full time

Benefits offered by this job

Performance Bonus

Incentives

HMO

Job summary

A financial services provider in Pasay is seeking a candidate for an on-site position requiring experience in handling a financial back office account. The ideal candidate should be a high school graduate with at least 4 years of related experience and should be comfortable working in a graveyard shift. Responsibilities include managing transactions, maintaining records, and ensuring compliance with regulations. The role offers performance bonuses and health benefits.

Qualifications

• At least high school graduate.
• 4 years of experience in handling financial transactions.
• Investment experience is a significant advantage.

Responsibilities

• Conduct a variety of financial transactions and tasks.
• Handle and reconcile multiple transactions.
• Assist in maintaining thorough transaction records.
• Ensure data integrity and account accuracy.
• Follow compliance regulations and report anomalies.

Skills

Experience in handling a Financial back office account

Ability to work in a graveyard shift

Investment experience

Education

High School Diploma

Job description

On-site - Pasay 3-5 Yrs Exp High/Senior High School Full-time

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Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

Insurance Health & Wellness

HMO

Requirements:

• At least Highschool graduates
• 4 years of experience in handling a Financial back office account
• With investment experience is a big advantage.
• Okay to work in graveyard shift
• Can work on site 100%

Responsibilities:

• Uses standard procedures to carry out a variety of transactions and tasks.
• Handles a variety of transactions and/or reconciles them.
• Helps to route emails, documents, or other action items
• may communicate with clients and possess designated accounts or portfolios.
• Examines transactions and associated paperwork and confirms work methods to guarantee accuracy, completeness, and compliance with defined service standards and relevant rules and procedures.
• Keep thorough records of all transactions, making sure that all information is current and available for auditing or review.
• Preserve data integrity and account accuracy, keep an eye on account activity and proactively spot inconsistencies before taking corrective action.
• Assist with compliance initiatives by following all legal and corporate regulations and promptly informing management of any anomalies.

Recruitment process: (Online or Face to Face)

• withholds your ID,
• requires you to provide a guarantee or collects property,
• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.

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