Operations Associate

BUGLEROCK CAPITAL PTE. LTD.; Santo Niño 1st; On-site; PHP 2,513,000 - 4,397,000; Full time

Job summary

BugleRock Capital Pte. Ltd. is seeking an organized administrative professional to support Risk & Compliance and Operations. You will manage KYC/AML documents, maintain records, and assist in preparing board minutes and investor communications.

The role involves coordinating with senior staff, adapting to shifting priorities, and ensuring timely completion of trackers and filings within a boutique wealth-advisory environment.

Qualifications

• Bachelor's degree in finance, accounting, business or economics preferred.
• Experience in financial services, 3–5 years in admin, operations or compliance support.
• Familiarity with KYC/AML documentation flows and fund administration processes.

Responsibilities

• Collect, organize, and file KYC/AML documentation from investors and counterparties.
• Enter and update investor/counterparty records in Regtank or other trackers.
• Prepare onboarding document packs for senior review (checklists, forms, cover notes).
• Maintain compliance registers, logs, and trackers including PAD declarations and DD.
• Support scheduling and logistics for compliance training or audits.
• Assist in preparing Management Board and Investment Board minutes.
• Prepare routine investor communications from templates.
• Track subscription documents, capital calls, and notices; confirm receipt.

Skills

Organizational skills

Attention to detail

MS Office / Google Workspace

Written English

Communication

Education

Bachelor's degree

Tools

Regtank

Job description

Company Description

BugleRock Capital Pte. Ltd. (formerly o3 Capital Advisors Pte. Ltd.) is the International Multi-Family Office and Asset Management division of BugleRock Holdings, a leading Wealth and Asset Management group with over US $4 billion in Assets Under Service. Based in Singapore, the firm serves high-net-worth families and institutions with comprehensive wealth management and investment solutions. BugleRock Capital combines global investment capabilities with a client-centric approach, focusing on long‑term capital preservation and growth. Team members benefit from working in a dynamic, internationally oriented environment with exposure to sophisticated financial products and global markets.

Role Summary

This role provides administrative and coordination support to the Risk & Compliance and Operations functions at BRCPL, reporting directly to the Head of Operations. The successful candidate will handle documentation, data entry, tracking, and correspondence, and will be expected to run these tasks with minimal oversight given prior experience in a similar environment, acting as a dependable right hand who executes reliably and helps build out process, rather than someone looking to own strategy independently.

BRCPL is a boutique wealth and asset management business, the team is small and the candidate should be comfortable working directly with senior staff, picking up tasks outside a strict job description, and adapting as priorities shift, rather than operating within a large, process‑heavy back office.

Key Responsibilities

Compliance and Risk Support

• Collect, organize, and file KYC/AML documentation received from investors and counterparties
• Enter and update investor/counterparty records in Regtank or other internal trackers when required
• Prepare document packs for onboarding (checklists, standard forms, cover notes) for senior review
• Maintain and update compliance registers, logs, and trackers (e.g., PAD declarations, screening logs, CDD refresh schedules, 3rd party Due Diligence)
• Send reminder and follow‑up correspondence to investors for outstanding documents
• Maintain tracker for regulatory reporting while ensuring that data is collected properly for filing to the regulator
• File and organize regulatory correspondence and compliance records
• Support scheduling and logistics for compliance training sessions or audits
• Assist in maintaining the Risk Register and tracking of Key Risk Indicators
• Assist in the preparation of Management Board and Investment Board Minutes and tracking of Action Items

Operations Support

• Prepare and format routine investor communications (notices, updates) from templates provided
• Track subscription documents, capital call/distribution notices, and confirm receipt/completion status
• Maintain fund records and filing systems across BRCPL’s sub‑funds
• Coordinate logistics between compliance, operations, fund administrators, and other service providers
• Assist with data entry and formatting for reports and internal trackers
• Provide general administrative support as required

Requirements

• Bachelor’s degree, finance, accounting, business or economics preferred
• 3 to 5 years in a financial services environment (bank, fund administrator, wealth or asset management firm), in an administrative, operations, or compliance support capacity
• Working familiarity with KYC/AML documentation flows and fund administration processes
• Strong organizational skills and attention to detail, with the ability to manage recurring trackers and deadlines with minimal supervision
• Comfortable handling confidential and sensitive documents
• Good written English for correspondence and document preparation
• Proficient in MS Office / Google Workspace