Investment Operations Lead: Onboarding & Settlements

Bank of the Philippine Islands (BPI); Manila; Vor Ort; PHP 800.000 - 1.200.000; Vollzeit

Zusammenfassung

Bank of the Philippine Islands (BPI) is seeking an Investment Support Officer to provide administrative and operational support for onboarding and client management, including offshore activities. The role involves coordinating with custodians, counterparties, and internal teams to ensure timely pre-settlement processing of investment transactions.

The ideal candidate has 5–10 years in investment or banking operations, a strong macro-level process understanding, and excellent communication

Qualifikationen

• Bachelor's degree in Finance, Business Administration, or a similar field.
• 5–10 years of experience in investment operations or banking operations.
• Macro-level understanding of the overall process.
• Strong communication and analytical abilities, detail-oriented, team-focused.

Aufgaben

• Provide administrative and operational support for day-to-day account onboarding and management.
• Support offshore clients in trading and loan activities and ensure efficient pre-settlement processing.
• Serve as a point of contact for counterparties and custodians for investment transactions.

Kenntnisse

Trade processing

Settlements

Cash reconciliations

Corporate actions

Stakeholder management

Ausbildung

Bachelor's degree in Finance or related field

Jobbeschreibung

Bank of the Philippine Islands (BPI) is seeking an Investment Support Officer to provide administrative and operational support for onboarding and client management, including offshore activities. The role involves coordinating with custodians, counterparties, and internal teams to ensure timely pre-settlement processing of investment transactions.

The ideal candidate has 5–10 years in investment or banking operations, a strong macro-level process understanding, and excellent communication