Wealth Management Operations Associate

Infinit-O; Pasay; On-site; PHP 600,000 - 900,000; Full time

Job summary

Infinit-O is seeking an Associate in the RFP Team within Shared Services to support client questionnaires, DDQ and RFI responses, and reporting deliverables. The role requires strong financial acumen and precise data validation in a collaborative, fast-paced environment.

Qualified candidates will manage multiple deadlines, communicate with information suppliers, and contribute to process improvements across workflows. A bachelor’s degree in a related field is preferred.

Qualifications

• Candidate holds a bachelor’s degree in a related business field and writing/industry experience is a plus.
• Experience in investment management or asset classes is preferred.
• Strong English communication, both written and verbal, is essential.

Responsibilities

• Prepare client questionnaires and deliverables on a quarterly, semi-annual and annual basis with accuracy and on time.
• Prepare reports for clients and validate data accuracy.
• Gather requirements for reporting from information suppliers and ensure timely hand-offs.
• Coordinate and complete questionnaires with reviewer schedules.
• Plan, monitor, and ensure completion of processes and emails in each workflow.
• Participate in process reviews and documentation maintenance.
• Support additional team initiatives and related tasks as required.

Skills

Financial markets understanding

Analytical thinking

Stakeholder coordination

MS Office proficiency

Detail oriented

Team collaboration

Education

Bachelor's degree in Financial Management, Economics, Accounting, Communications, or related business field

Tools

MS Office

Job description

Infinit-O is seeking an Associate in the RFP Team within Shared Services to support client questionnaires, DDQ and RFI responses, and reporting deliverables. The role requires strong financial acumen and precise data validation in a collaborative, fast-paced environment.

Qualified candidates will manage multiple deadlines, communicate with information suppliers, and contribute to process improvements across workflows. A bachelor’s degree in a related field is preferred.