Investment Operations Analyst (US Wealth Management, Office-based)
ConnectOS
Date: 12 hours ago
City: Mandaluyong City
Contract type: Full time

Description
Schedule: Monday – Friday (9PM - 6AM/10PM – 7AM PHT)
What are we looking for?
Skills Required
Client Reporting & Presentations
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
#ConnectOS #TeamConnectOS # ConnectOSRecruitment
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
Schedule: Monday – Friday (9PM - 6AM/10PM – 7AM PHT)
What are we looking for?
Skills Required
- At least 4+ years of experience on a similar role
- Expertise in investment principles, asset allocation and portfolio management.
- Background in banking and/or financial services industry
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes.
- CFA
Client Reporting & Presentations
- Draft and update client investment presentations, encompassing performance reports and market analysis.
- Maintain and update forecasting models for private investment portfolio.
- Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking.
- Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment.
- Ensure compliance with regulatory requirements, including AML/KYC.
- Coordinate with custodians for accurate cost basis reconciliation.
- Manage private investment subscriptions and account openings.
- Medical, Dental Coverage and Life insurance from day 1 of employment with 2 HMO dependents
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- GrabPay Credits
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
#ConnectOS #TeamConnectOS # ConnectOSRecruitment
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Sr Data Analyst
Medata,
Mandaluyong City
10 hours ago
Job SummaryIn the role of a Senior Data Analyst, the individual is expected to drive the development of data-driven solutions that influence decision-making across the organization. This involves generating ad hoc reports using SQL and Excel, as well as developing automated MIDAS reports for end-users with a focus on creating standardized and optimized stored procedures. The role also includes managing...

Data Analyst Level II
Medata,
Mandaluyong City
16 hours ago
Job SummaryIn the role of a Data Analyst Level II, the individual is expected to independently handle the development of data-driven solutions that influence decision-making across the organization. This involves generating ad hoc reports using SQL and Excel, and developing automated MIDAS reports for end-users. The role also includes managing long-term, research-based projects using Excel Dashboards and Power Query.In terms...

Senior Account Executive
Kantar,
Mandaluyong City
4 days ago
We’re the world’s leading data, insights, and consulting company; we shape the brands of tomorrow by better understanding people everywhere.Worldpanel provides brands and retailers with a unique, 360-degree understanding of consumer behaviour across the globe. We are shopper-centric, continuously monitoring the purchase and usage behaviour through the largest omnipanel in the world. With unparalleled datasets, pioneering technology and expert analysts,...
