Operations Staff

Chinabank PH; Makati; On-site; PHP 300,000 - 520,000; Full time

Job summary

Chinabank PH in Makati is seeking an Operations Staff to join the Investment Banking Operations Unit. You will review documents, prepare IPO-related reports, monitor settlements, and maintain accurate records, collaborating with multiple teams to support efficient transaction processing.

The role offers hands-on exposure to investment banking operations, with opportunities to develop analytical and reporting skills and contribute to process improvements within a collaborative environment.

Qualifications

• Bachelor's degree in a business-related field.
• Strong communication and interpersonal skills.
• Proficiency in Excel, Word and PowerPoint.
• Strong attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• Experience in investment banking operations is an advantage but not required.

Responsibilities

• Review and validate customer and counterparty documents for completeness and compliance.
• Prepare and reconcile IPO sales reports and transaction records.
• Monitor pending requirements and follow up on incomplete documents.
• Support timely processing and settlement of IPO-related transactions.
• Maintain and organize records through document scanning and safekeeping.
• Prepare regular reports and assist with operational monitoring activities.
• Participate in testing and process improvement initiatives.
• Provide operational support and backup for other team processes.

Skills

Attention to detail

Organizational skills

Communication skills

Teamwork

Adaptability under pressure

Education

Bachelor's degree in business-related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Are you detail-oriented, organized, and looking to build a career in banking operations?

We're looking for an Operations Staff member to join the Investment Banking Operations Unit. In this role, you'll help ensure the smooth processing of investment banking transactions by handling documentation, preparing reports, monitoring settlements, and maintaining accurate records. This is a great opportunity for individuals who enjoy working with details, collaborating with different teams, and developing their expertise in banking operations.

What You Will Be Doing

As an Operations Staff member, you will:

• Review and validate customer and counterparty documents to ensure completeness and compliance.
• Prepare and reconcile IPO sales reports and transaction records.
• Monitor pending requirements and follow up on incomplete documents.
• Support the timely processing and settlement of IPO-related transactions.
• Maintain and organize records through document scanning and safekeeping.
• Prepare regular reports and assist with operational monitoring activities.
• Participate in testing and process improvement initiatives when needed.
• Provide operational support and act as a backup for other processes within the team.

What Success Looks Like

• Consistently deliver accurate and timely operational support.
• Maintain complete and organized documentation and records.
• Meet deadlines for report preparation and transaction processing.
• Help ensure smooth settlement and reporting activities.
• Adapt quickly to changing priorities and support team objectives.
• Contribute to operational efficiency and continuous improvement efforts.

Qualifications

• A bachelor's degree in any business-related course.
• Good communication and interpersonal skills.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong attention to detail and organizational skills.
• The ability to work effectively both independently and as part of a team.
• Flexibility and the ability to perform well under pressure.
• Experience in investment banking operations is an advantage but not required.

What You Can Expect Here

• Hands-on exposure to investment banking operations and transaction processing.
• Opportunities to develop your analytical, operational, and reporting skills.
• Experience working with different stakeholders across the organization.
• A collaborative environment that values teamwork and accountability.
• Continuous learning opportunities that can help build a long-term career in banking operations.