Investment Associate (Online Interview + up to Php 50,000)

J-K Network Services; Taguig; On-site; PHP 507,780 - 608,220; Full time

Benefits offered by this job

Performance Bonus

Employee Recognition and Rewards

Government Mandated Benefits

Health Insurance (HMO)

Job summary

A renowned IT service provider is seeking an Investment Associate to join their team in Taguig. The role requires a Bachelor's degree and at least 2 years of experience in finance or analytical services. Responsibilities include verifying documentation, transaction entry, and ensuring compliance with regulations. This position offers a base salary of up to Php 50,000 and requires on-site work during night shifts.

Qualifications

• Minimum 2 years of experience in an analytical or financial services role.
• Strong understanding of investment account operations.
• Must be willing to work onsite in Taguig City.

Responsibilities

• Collaborate within the financial back office.
• Verify received documentation for compliance.
• Enter transactions into transfer agency system.
• Participate in peer-to-peer quality assurance.
• Deliver exceptional service quality.

Skills

Financial analysis

Understanding of mutual funds

Regulatory compliance

Education

Bachelor’s degree in Finance, Accounting, Economics

Job description

Investment Associate (Online Interview + up to Php 50,000)

On-site - Taguig 1-3 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

Insurance Health & Wellness

HMO

COMPANY PROFILE: This company has been in the industry for over 49 years. It is an IT company that provide a different kind of services like business process and IT outsourcing services to their client.

Position: Investment Associate (Online Interview + up to Php 50,000)

Company Industry: IT Company

Work Schedule: Nightshift

Work Set Up: Work onsite

JOB REQUIREMENTS:

• Bachelor’s degree Holder in Finance, Accounting, Economics, or a related discipline
• At least 2 years of experience in an analytical or financial services role (asset).
• Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations is an advantage
• Can start as soon as possible
• Willing to work onsite in Taguig City

JOB RESPONSIBILITIES:

• Participate in a collaborative setting within the financial back office.
• Verify the received documentation to make sure it is comprehensive and conforms with company and industry regulations.
• Enter all financial and non-financial fund firm transactions into our transfer agency system.
• Participate in peer-to-peer quality assurance.
• Deliver exceptional quality and performance to uphold high service standards.

RECRUITMENT PROCESS: (ONLINE OR FACE TO FACE)

• Initial Interview
• Final Interview
• Job offer

Working Location

Uptown Mall. 9th Ave, Taguig, Metro Manila, Philippines