Shareholder Operations Specialist - Hybrid Role, Growth

Bolder Group; Philippines; Hybrid; PHP 520,000 - 900,000; Full time

Benefits offered by this job

Health Coverage

Life Insurance

Leave Entitlement

Job summary

Bolder Group is seeking a meticulous Shareholder Administrator to join our investor services team in a hybrid work setup. You will manage investor transactions, capital calls, and distributions while ensuring data integrity and adherence to procedures.

The role requires 1–2 years of investor services experience, knowledge of financial principles, and the ability to collaborate across departments to meet deadlines. We offer a supportive environment with health coverage and leave benefits.

Qualifications

• 1–2 years in investor services, banking or funds experience.
• Strong accuracy and documentation integrity.
• Ability to work in a team and meet deadlines.

Responsibilities

• Receive and place new transactions from investors (subscriptions, redemptions, switches, transfers) in the transfer agency system as per procedures.
• Process capital calls and distributions, including investor communication, cash tracking and follow-ups.
• Oversee preparation and verification of redemption, dividend, and distribution payment files.
• Assist internal and external clients with ad-hoc projects and requests (e.g., auditors' documentation requests).
• Ensure understanding of processes and strict adherence to procedures.
• Prepare/update procedures and checklists in cooperation with management.
• Ensure effective compliance and controls in own area.
• Participate in projects, testing, and training when requested.

Skills

Attention to detail

Multitasking

Team collaboration

Financial principles

Education

Degree in Finance or relevant discipline

Job description

Bolder Group is seeking a meticulous Shareholder Administrator to join our investor services team in a hybrid work setup. You will manage investor transactions, capital calls, and distributions while ensuring data integrity and adherence to procedures.

The role requires 1–2 years of investor services experience, knowledge of financial principles, and the ability to collaborate across departments to meet deadlines. We offer a supportive environment with health coverage and leave benefits.