INVESTMENT SUPPORT OFFICER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Trade processing

Settlements

Cash reconciliations

Corporate actions

Stakeholder management

Education

Bachelor's degree in Finance or related field

Job description

Job Description:

The Investment Support Officer is responsible for 1) providing administrative services to the day-to-day account onboarding and management, 2) performing operational support to the offshore clients not limited to trading and loan activities, 3) acts as point of contact for counterparties and custodians for investment related transactions, and 4) is responsible for ensuring efficient and effective pre-settlement processing of investment related transactions.

Responsibilities

• Investment Operations Expertise: Strong background in trade processing, settlements, corporate actions, cash/position reconciliation, and fund or wealth management operations, with the ability to resolve complex issues and coordinate effectively with custodians and counterparties.
• Leadership & Execution: Proven ability to lead and develop teams, independently manage operations, and drive projects and process improvements from planning through implementation, with strong accountability for results.
• Adaptability & Stakeholder Management: Flexible, hands-on professional who thrives in lean environments, collaborates across functions, and builds strong partnerships with Front Office, GIS, Compliance, Finance, custodians, and other key stakeholders.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a similar field
• With 5-10 years of overall experience in investment operations or banking operations
• Should have a macro-level understanding of the overall process.
• Keen on details, effective communication skills, proficient in both oral and written communication, computer literate, team-based and result-based orientation, people management, organizational, and analytical process-based skills.