Investment Specialist (ONLINE INTERVIEW)

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

Job summary

A financial services firm in Taguig is seeking a financial role to ensure accurate documentation and transaction processing. Candidates should have a Bachelor's degree in Finance or related fields and at least 2 years of experience in an analytical or financial services role. Strong understanding of mutual funds and investment account operations is an advantage. This role requires onsite work starting as soon as possible.

Qualifications

• At least 2 years of experience in an analytical or financial services role.
• Strong understanding of mutual funds, capital gains, and fund compensation is an advantage.
• Can start as soon as possible.

Responsibilities

• Collaborate within a supportive financial back-office environment.
• Ensure all received documentation is complete and adheres to standards.
• Accurately enter all financial and non-financial transactions.

Skills

Analytical skills

Understanding of mutual funds

Knowledge of investment account operations

Education

Bachelor’s degree in Finance, Accounting, Economics or related discipline

Job description

Responsibilities

• Collaborate within a supportive and team-oriented financial back-office environment.
• Ensure all received documentation is complete and adheres to both industry standards and internal company policies.
• Accurately enter all financial and non-financial transactions related to fund firms into the transfer agency system.
• Participate in peer-to-peer quality assurance processes.
• Uphold exceptional service standards through consistent high-quality performance.

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