Investment Specialist (Online Interview), Taguig

COMPANY PROFILE: With over 49 years of industry experience, this IT company provides a wide range of services to its clients, including business process and IT outsourcing.

Position: Investment Specialist (ONLINE INTERVIEW)

Company Industry: IT Company

Work Location: Taguig City

Work Schedule: Nightshift 

Salary: Php 35,000 - Php 50,000

Work Set Up: Work onsite

BENEFITS:

• Leave Entitlements
• Night shift differential
• Retirement fund
• Share Purchase Plan
• Performance Bonus
• HMO + dependents
• Group Life Insurance
• Career growth
• Free health consultation
• Reward program

REQUIREMENTS:

• Bachelors degree Holder in Finance, Accounting, Economics, or a related discipline
• At least 2 years of experience in an analytical or financial services role (asset).
• Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations is an advantage
• Can start as soon as possible
• Willing to work onsite in Taguig City

RESPONSIBILITIES:

• Collaborate within a supportive and team-oriented financial back-office environment.
• Ensure all received documentation is complete and adheres to both industry standards and internal company policies.
• Accurately enter all financial and non-financial transactions related to fund firms into the transfer agency system.
• Participate in peer-to-peer quality assurance processes.
• Uphold exceptional service standards through consistent high-quality performance.

RECRUITMENT PROCESS: (ONLINE OR FACE TO FACE)

• Initial Interview
• Final Interview
• Job offer