15 Financial Product jobs in the Philippines
Financial Product Analyst
Posted today
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Job Description
Job Title: Financial Product Analyst – One Dragon Services
COMPANY BACKGROUND
Black Dragon Capital LLC (BDC) is a unique growth-oriented private equity firm focused on investing in areas where information technology is enabling the disruption of industries by allowing a faster, better and more economically compelling way to solve industry issues. We seek to benefit from a diverse perspective combined with high performance operating and investment executives. We hire and promote based on merit, without bias, and make a genuine effort to ensure we have a diversified team that aligns with the diversity of our portfolio companies and their clients. We intend to maintain over 65% of our team members as culturally or gender diverse and work hard to foster a supportive and welcoming workplace. Bringing a leadership and advisory group of successful entrepreneurs, former operators and deal making experience, Black Dragon's team has a track record of building market leading companies, driving above market returns and accelerating growth and profitability through its distribution connections, strategic advice, and active participation within our investments, primarily in financial technologies, eCommerce, and sports and media technology markets.
Role Overview:
Reporting to the VP Product Management - One Dragon Services, the Financial Product Analyst will be a detail-oriented, strategic, and analytical team member who also brings strong project management skills to help drive product development, optimization, and execution. The Financial Product Analyst will play a critical role in driving performance, supporting strategic decision-making, and managing cross-functional projects. This role requires strong analytical and project management skills, financial modeling expertise, and the ability to communicate effectively with both finance and non-finance stakeholders.
The ideal candidate is proactive, adaptable, and able to handle complex tasks in a fast-paced environment with minimal supervision. You will handle project management across multiple initiatives. Familiarity with multiple disciplines such as financial planning and analysis, software development lifecycles (SDLC) and project management, are important to ensure deadlines are met on key deliverables. You will also assist in streamlining processes and improving efficiency across the COO's organization by contributing to data-driven decision-making and facilitating project execution across the organization. Prior experience working in the private equity or investment space or for medium to large financial software service providers, is advantageous.
As part of an operationally led firm, you will contribute to the overall financial health of the firm as well as our portfolio companies while assisting with key financial reporting, accounting, and project related functions.
Key Responsibilities:
- Partner with business leaders to coordinate project planning and roadmaps and dashboards that drive strategic and operational decision-making.
- Monitor key performance indicators (KPIs) and highlight trends, risks, and opportunities.
- Conduct quantitative and qualitative analyses of financial products, pricing, performance, and customer adoption.
- Develop, maintain, and improve financial models and capacity plans to support forecasting, budgeting, and long-range planning.
- Monitor industry trends, competitor offerings, and market conditions to inform product strategy.
- Collaborate with finance, product, operations, and technology teams to define product requirements and enhancements.
- Develop financial models to assess product performance, profitability, and ROI.
- Lead and manage product-related projects from initiation to completion, ensuring timelines, deliverables, and budgets are met.
- Create and maintain project plans, track progress, identify risks, and implement mitigation strategies.
- Support product launches by coordinating with teams across the value chain.
- Recommend process improvements to enhance product efficiency and customer experience.
Qualifications Required:
- A minimum of 6 years of experience in financial product analysis, business analysis, or management. consulting, with at least 2 years in the Financial Services Industry; experience in the operational side of private equity, financial software development or investment sectors is a plus.
- Bachelor's degree in business, accounting, economics or related field; (MBA or CFA/CPA a plus).
- Strong project management experience; PMP or Agile/Scrum certification a plus.
- Exceptional analytical abilities, financial modeling skills and the ability to distill complex data points into actionable insights, with a proactive approach to addressing challenges.
- Strong communication (written and verbal) and interpersonal skills with ability to present complex data in clear terms.
- Proficiency in Microsoft Excel, PowerPoint, and project management tools (e.g., Asana, Jira, Trello).
- Experience working with cross-functional teams in a fast-paced environment where multiple priorities were handled simultaneously.
About Black Dragon Capital:
Black Dragon Capital ("BDC") is a minority-controlled, growth driven private equity fund created by technology operating executives with a track record of creating market leading companies and an impressive investment return history. We seek to benefit from a diverse perspective combined with high performance operating and investment executives. We hire and promote based on merit, without bias, and make a genuine effort to ensure we have a diversified team that aligns with the diversity of our portfolio companies and their clients. We intend to maintain over 65% of our team members as culturally or gender diverse, and work hard to foster a supportive and welcoming workplace. BDC focuses on the areas where it has direct operating and investment expertise that include technology investment opportunities in industries disrupted by the impact of digitization on individuals, groups and enterprises such as retail commerce, financial services, healthcare, and sports and media. The operationally focused fund has driven above market returns by creating unique sourcing, funding, recruiting, growth and return opportunities.
Senior Financial Analyst – Product
Posted today
Job Viewed
Job Description
It's fun to work in a company where people truly
BELIEVE
in what they're doing
We're committed to bringing passion and customer focus to the business.
Job Summary:
We are seeking a detail-oriented and technically strong Senior Financial Analyst to support our Product Finance team through the design, development, and maintenance of financial models focused on pricing, promotions, and product performance. This role is central to enabling data-driven decision making by providing high quality, standardized, and scalable modeling tools that reflect key business drivers and segment strategies.
The ideal candidate will have a strong background in financial modeling, a deep understanding of cost and margin structures, and the ability to translate business requirements into well-structured, user-friendly models.
Key Responsibilities:
Financial & Pricing Model Development
- Design, build, and maintain pricing and promotional models aligned with segmentation strategies, cost structures, and go-to-market frameworks.
- Develop tools to simulate pricing and promotional scenarios, calculate ROI, and forecast financial impacts under different market assumptions.
- Construct standardized financial models to support new product introduction (NPI) analysis, product performance tracking, and pricing decisions.
Product Performance Frameworks
- Translate product performance needs into model structures that align with business goals for growth, profitability, and investment.
- Develop reusable model templates and calculators for use across product segments and use cases.
- Support the standardization of product-level metrics, such as price/mix/margin, through automated model outputs.
Reporting Enablement
- Support the automation of insights from models into downstream reporting tools (e.g., Power BI, Excel dashboards).
- Collaborate with analytics and reporting teams to ensure consistent use of inputs, assumptions, and formulas across platforms.
Documentation & Maintenance
- Maintain detailed documentation of all model logic, assumptions, version changes, and data sources.
- Perform regular quality checks and updates to ensure models remain accurate and aligned with current business structures.
Cross-Functional Collaboration
- Partner with Product Finance, Pricing, and other teams to gather business requirements and translate them into model features.
- Work in a support capacity with strategic teams to ensure financial models reflect appropriate methodologies, logic, and assumptions.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field; advanced degree or certification (e.g., CFA, CPA, MBA) a plus.
- 5+ years of experience in financial modeling, pricing analytics, or product finance, with a strong emphasis on model creation and maintenance.
- Expert-level proficiency in Excel (modeling, formulas, scenario tools); experience with SQL, Power Query, or Power BI a plus.
- Strong analytical and problem-solving skills with a high attention to detail and quality.
- Ability to work independently and collaboratively in a fast-paced environment.
- Excellent written documentation skills to ensure clarity and continuity in model logic and purpose.
- Comfortable handling large data sets and integrating inputs from multiple systems or sources.
What to look forward to?
- Join a global team and experience a dynamic, collaborative work environment that fosters innovation and growth.
- Hybrid work model offering flexibility to balance work and life.
- Access to development programs with strong support and mentoring to help you grow and advance within the company.
- Equal opportunity employer committed to diversity, inclusivity, and creating a welcoming environment for all employees.
- Attractive benefits package including health & life insurance, referral rewards, and generous leave policies to ensure a healthy work-life balance.
Avid is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
5+ years of professional experience.
Previous customer service experience; technical support background strongly preferred.
Excellent organizational and time management skills.
Strong written and verbal communication skills in English.
Ability to prioritize multiple tasks in a fast-paced environment.
Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
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Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.
Product Support Agent Financial
Posted 4 days ago
Job Viewed
Job Description
Neksjob Corporation is seeking a proactive and client-focused Product Support Agent – Financial to join our North America Operations team in the Philippines. You will provide exceptional technical and functional support to users of our Corebase Investment Central platform, helping resolve issues, enhance documentation, and ensure a seamless customer experience.
This role is ideal for someone with strong problem-solving skills, a passion for customer service, and an interest in financial technology.
Key Responsibilities
Handle inbound customer support requests via the support portal within established service levels.
Troubleshoot and resolve software and reporting issues related to financial products.
Follow standardized procedures to assess, track, and close support cases efficiently.
Maintain accurate documentation of all case activities and provide timely status updates to clients.
Deliver high client satisfaction through professional, responsive, and accurate support.
Assist in creating and maintaining user guides, FAQs, and internal documentation.
Build deep product expertise and understanding of financial workflows relevant to our solutions.
Qualifications
- 5+ years of professional experience.
- Previous customer service experience; technical support background strongly preferred.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills in English.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Willingness to learn financial concepts and software applications.
Preferred Skills
Customer-first mindset with a passion for delivering exceptional support.
Strong troubleshooting and analytical thinking skills.
Knowledge or experience in real estate, banking, or accounting is a plus.
Interest in testing new features and providing feedback to improve products.
Positive, proactive, and adaptable to change.
Team player who values inclusivity and collaboration.