Senior Investment Specialist

Crossborder Group; Manila; On-site; PHP 5,535,055 - 7,380,074; Full time

Job summary

Crossborder Group is seeking a Senior Investment Specialist based in Manila to lead their investment operations and risk oversight globally. The ideal candidate will oversee the firm's investment lifecycle, ensuring robust risk profiling and adherence to fiduciary standards.

Applicants should have over 15 years of experience in investment management, particularly in senior roles, and possess strong analytical, operational, and client communication skills. Familiarity with U.S. custodians is essential. Preference will be given to those with CFA or MBA designations.

Qualifications

• 15+ years in investment management or advisory roles.
• Prior experience in senior investment operations or CIO roles.
• Deep understanding of asset allocation and portfolio construction.

Responsibilities

• Oversee the firm's entire investment lifecycle.
• Define and maintain investment philosophy and standards.
• Manage relationships with U.S. custodians.

Skills

Investment management

Advisory services

Portfolio construction

Risk profiling

Client communication

Education

CFA, CAIA, MBA (Preferred)

Job description

This position will be responsible for leading the firm’s investment operations, portfolio framework, risk oversight, and custodial relationships across all regions.

Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad. Headquartered in New York, with offices across the United States and Asia, we help globally mobile clients navigate the complexities of investing, tax planning, and wealth management across jurisdictions.

As the firm continues to grow globally, we are strengthening our investment infrastructure, operational rigor, and client experience. To support this next phase, we are seeking a Senior Investment Specialist(SIS) based in our Manila office, responsible for leading the firm’s investment operations, portfolio framework, risk oversight, and custodial relationships across all regions.

Senior Investment Specialist Job Description and Responsibilities

The Senior Investment Specialist will own and oversee the firm’s entire investment lifecycle, from client onboarding through ongoing portfolio monitoring. This role is operationally focused, deeply process‑driven, and client‑experience oriented. The CIO will act as the central investment authority supporting all firm offices globally.

• Define and maintain the firm’s investment philosophy
• Set portfolio construction standards, and approved investment universe
• Design and oversee model portfolios and portfolio guidelines
• Ensure consistency in asset allocation, and investment rationale
• Oversee client risk profiling frameworks, ensuring they are:
  • Robust
  • Repeatable
  • Defensible from a fiduciary and regulatory standpoint
• Ensure risk assessments align appropriately with recommended portfolios
• Partner with advisors to ensure investment recommendations are communicated clearly and appropriately to clients
• Oversee:
  • Initial investment implementation workflows
  • Ongoing portfolio monitoring
  • Rebalancing triggers and discipline
• Establish clear escalation procedures for market events, portfolio drift, or client specific issues

Reporting & Investment Communication

• Own investment reporting standards across the firm
• Ensure reporting is:
  • Accurate
  • Timely
  • Consistent across custodians and platforms
• Support advisors in client meetings when required, particularly for complex portfolios or market conditions

Custodial Relationships

• Act as the firm’s primary owner of custodial relationships
• Manage relationships with U.S. custodians (e.g., Schwab, Fidelity etc.)
• Oversee:
  • Operational workflows
  • Platform capabilities
  • Reporting and data integrity
  • Issue resolution and service escalation
• Evaluate custodial platforms and recommend enhancements

Governance, Controls & Compliance Collaboration

• Partner closely with Compliance to ensure:
  • Investment processes are properly documented
  • Advisory practices align with SEC fiduciary expectations
  • Clear audit trails exist for all investment recommendations
• Support regulatory examinations and internal reviews related to investment processes
• Maintain strong internal controls across investment operations

Leadership & Global Support

• Serve as a senior leader supporting advisors and teams across all offices
• Build and refine scalable investment processes that support growth without increasing operational risk
• Mentor and develop investment and operations staff
• Act as a key strategic partner to firm leadership

Senior Investment Specialist Qualification and Requirements

Experience

• 15+ years in investment management, advisory, or investment operations
• Prior experience in:
  • RIA, multi‑family office, private bank, or institutional asset manager
  • Senior investment operations, CIO, Deputy CIO, or Head of Investments role
• Strong familiarity with non‑discretionary advisory models

Technical Expertise

• Deep understanding of:
  • Asset allocation and portfolio construction
  • Risk profiling and suitability frameworks
  • Investment operations and custodial platforms
• Experience working with U.S. custodians and U.S. regulatory expectations
• Professional designations (CFA, CAIA, MBA) preferred but not required

Personal Attributes

• Strong fiduciary mindset and ethical standards
• Highly process‑oriented and detail‑driven
• Client‑centric approach to investment decision‑making
• Clear communicator able to translate complex investment concepts for advisors and clients
• Comfortable operating in a global, cross‑office environment vestment advisory or cross‑border client structures

License/Certification: Chartered Financial Analyst (Preferred)