37 Banking & Finance jobs in the Philippines
Back Office HS GRAD - Banking/Finance Associate - BPO
National Capital Region, National Capital Region
Orbit Global Careers
Posted 16 days ago
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
This advertiser has chosen not to accept applicants from your region.
0
Back Office HS GRAD - Banking/Finance Associate - BPO
Mandaluyong, National Capital Region
Orbit Jobs
Posted 16 days ago
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
This advertiser has chosen not to accept applicants from your region.
1
Shifting Customer Support Representative - Banking/Finance BPO
National Capital Region, National Capital Region
Orbit Global Careers
Posted 16 days ago
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
This advertiser has chosen not to accept applicants from your region.
2
BPO - Shifting - Banking/Finance Account Specialist
National Capital Region, National Capital Region
Orbit Grand Careers
Posted 16 days ago
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
This advertiser has chosen not to accept applicants from your region.
3
Lease & Finance Risk Officer - Banking/Finance (46084) - Makati
Makati, National Capital Region
RCX Recruitment Inc.
Posted 19 days ago
Job Viewed
Job Description
40,000 - 60,000
br>Required Experience:
-BSc/BA in Law, Business, Finance or a related field
-Proven experience as a Risk Officer in the Banking / Finance industry.
-Knowledgeable with BSP Regulation
-Knowledgeable of risk assessment and control
-Experience with auditing and reporting procedures
-Familiarity with industry compliance standards and regulations (e.g. Occupational Safety and Health Act)
-Strong computer and research skills; knowledge of analysis software is preferred
-Analytical mind with problem-solving aptitude
-Excellent communication and presentation skills
-Professional Risk certification is a plus
Job Description:
A Risk Officer is expected to advise management on various types of risks (business, financial, legal and security). And identify potential threats and create plans to prevent and mitigate problems. Should be highly perceptive and methodical and have the ability to communicate effectively and present plans in a convincing way.
Ultimately, ensure that the company secures its reputation and profitability by controlling risk.
• Conduct assessments to define and analyze possible risks < r>• Evaluate the gravity of each risk by considering its consequences < r>• Develop risk management controls and systems < r>• Design processes to eliminate or mitigate potential risks < r>• Create contingency plans to manage crises < r>• Evaluate existing policies and procedures to find weaknesses < r>• Prepare reports and present recommendations < r>• Help implement solutions and plans
br>Required Experience:
-BSc/BA in Law, Business, Finance or a related field
-Proven experience as a Risk Officer in the Banking / Finance industry.
-Knowledgeable with BSP Regulation
-Knowledgeable of risk assessment and control
-Experience with auditing and reporting procedures
-Familiarity with industry compliance standards and regulations (e.g. Occupational Safety and Health Act)
-Strong computer and research skills; knowledge of analysis software is preferred
-Analytical mind with problem-solving aptitude
-Excellent communication and presentation skills
-Professional Risk certification is a plus
Job Description:
A Risk Officer is expected to advise management on various types of risks (business, financial, legal and security). And identify potential threats and create plans to prevent and mitigate problems. Should be highly perceptive and methodical and have the ability to communicate effectively and present plans in a convincing way.
Ultimately, ensure that the company secures its reputation and profitability by controlling risk.
• Conduct assessments to define and analyze possible risks < r>• Evaluate the gravity of each risk by considering its consequences < r>• Develop risk management controls and systems < r>• Design processes to eliminate or mitigate potential risks < r>• Create contingency plans to manage crises < r>• Evaluate existing policies and procedures to find weaknesses < r>• Prepare reports and present recommendations < r>• Help implement solutions and plans
This advertiser has chosen not to accept applicants from your region.
4
Banking/Finance CSR Role Open at Cebu Site / 25k Pay
Cebu, Cebu
N3xjob corporat10n
Posted 21 days ago
Job Viewed
Job Description
Qualifications:
- High School Graduate or higher br>- Minimum of 1 year experience in Call Center
- Excellent English communication skills (written & verbal)
- Willing to work onsite and start immediately
- High School Graduate or higher br>- Minimum of 1 year experience in Call Center
- Excellent English communication skills (written & verbal)
- Willing to work onsite and start immediately
This advertiser has chosen not to accept applicants from your region.
5
Customer Support Representative - Banking/Finance - Shifting
National Capital Region, National Capital Region
Orbit Grand Careers
Posted 23 days ago
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School Graduate (minimum educational requirement) < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site if required < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Preferred But Not Required:
• College-level education or higher < r>
• Experience in BPO/Call Center setting
This advertiser has chosen not to accept applicants from your region.
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6
Reference Data Services Analyst 2 - C10 - TAGUIG
Citigroup
Posted 27 days ago
Job Viewed
Job Description
The Reference Data Services Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
**Responsibilities:**
+ Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.
+ Identify opportunities for improvements to quality of data and client service levels
+ Acts as backup for manager
+ Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements.
+ Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience in client/counterparty/account data management within a global financial services organization
+ Good awareness of client needs/expectations
+ Financial services related qualifications (e.g. IAQ or similar)
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Operations - Services
---
**Job Family:**
Reference Data Services
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Day to day oversight and contribution to creation and maintenance of customer accounts, security and pricing data within multiple systems across multiple teams.
+ Identify opportunities for improvements to quality of data and client service levels
+ Acts as backup for manager
+ Provides direction and guidance to team, evaluating performance, making recommendations and identifying training requirements.
+ Responsible for the successful management and delivery of project initiatives and for the supervision of junior staff to ensure delivery of their tasks which contribute to the projects.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience in client/counterparty/account data management within a global financial services organization
+ Good awareness of client needs/expectations
+ Financial services related qualifications (e.g. IAQ or similar)
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Operations - Services
---
**Job Family:**
Reference Data Services
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.
7
Assistant Vice President - Securities & Derivatives Sr Analyst, Philippines (Hybrid)
Citigroup
Posted 27 days ago
Job Viewed
Job Description
The Sec & Derivatives Sr Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions.
**Responsibilities:**
+ Resolve complex process problems which require an in-depth evaluation of basic securities processing procedures and industry standards
+ Process various hedge fund tasks, including calculating net asset value, reconciling cash and holdings, and pricing securities
+ Offer advanced solutions for assigned securities processing areas
+ Provide guidance and assistance to junior staff
+ Oversee the set-up of new hedge funds, while representing a securities processing team, and acting as the analytical and procedural expert
+ Serve as analytical or procedural expert for securities processing deliverables/initiatives
+ Prepare expense budgets, analyze expense calculations, and prepare unaudited financial statements
+ Ascertain fund value and allocate values to each investor
+ Assist with the development of new techniques and streamlining hedge fund/securities processing activities
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Securities and Derivatives Processing
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Resolve complex process problems which require an in-depth evaluation of basic securities processing procedures and industry standards
+ Process various hedge fund tasks, including calculating net asset value, reconciling cash and holdings, and pricing securities
+ Offer advanced solutions for assigned securities processing areas
+ Provide guidance and assistance to junior staff
+ Oversee the set-up of new hedge funds, while representing a securities processing team, and acting as the analytical and procedural expert
+ Serve as analytical or procedural expert for securities processing deliverables/initiatives
+ Prepare expense budgets, analyze expense calculations, and prepare unaudited financial statements
+ Ascertain fund value and allocate values to each investor
+ Assist with the development of new techniques and streamlining hedge fund/securities processing activities
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Securities and Derivatives Processing
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.
8
Officer - Securities & Derivatives Analyst 2 , Philippines (Hybrid)
Citigroup
Posted 27 days ago
Job Viewed
Job Description
The Securities & Derivatives Analyst 2 is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions.
**Responsibilities:**
+ Process securities transactions, provide analytic input for traders and aid in review of derivative products
+ Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership
+ Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services
+ Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements
+ Escalate transaction processing issues to the appropriate department and collaborate on a solution
+ Design and analyze moderately complex reports, in coordination with standards set by direct leadership
+ Assist with control activities, and the launch of new products and services
+ Ensure processes adhere to audit and control policies
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience
+ Fundamental understanding of Treasury products, accounting and regulatory policies
+ Proven ability to perform various concurrent activities/projects in a high-risk environment
+ Ability to work in a fast-paced environment
+ Demonstrated knowledge of macros
**Education:**
+ Bachelor's Degree/University degree or equivalent experience in Business, Accounting, or Finance
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Securities and Derivatives Processing
---
**Time Type:**
---
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Process securities transactions, provide analytic input for traders and aid in review of derivative products
+ Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership
+ Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services
+ Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements
+ Escalate transaction processing issues to the appropriate department and collaborate on a solution
+ Design and analyze moderately complex reports, in coordination with standards set by direct leadership
+ Assist with control activities, and the launch of new products and services
+ Ensure processes adhere to audit and control policies
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience
+ Fundamental understanding of Treasury products, accounting and regulatory policies
+ Proven ability to perform various concurrent activities/projects in a high-risk environment
+ Ability to work in a fast-paced environment
+ Demonstrated knowledge of macros
**Education:**
+ Bachelor's Degree/University degree or equivalent experience in Business, Accounting, or Finance
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Securities and Derivatives Processing
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**Time Type:**
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.
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