17 Investment jobs in the Philippines

Director, Investment Operations (Investment Accounting)

Manulife

Posted 3 days ago

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Job Description

The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation journey to drive digitization, automation, and increase straight through put processing and leverage our global hub for more end-to-end functions.
We're looking for a leader who demonstrates a strong operational processing background including a strong focus on efficiency and risk mitigation. A collaborative, transparent leader who can create and communicate a vision and engage individuals to work towards objectives. This role requires a highly visible leader who can drive change through relationships, thought leadership and exceptional business knowledge and the ability to get things done.
Position Responsibilities:
+ Manage day-to-day business relationship management and oversight of services with a proven track record of managing global cross functional relationships.
+ Responsible for the escalation and quick resolution of any operational service issues.
+ Ensures that work is integrated across teams and that the work produced meets service level standards and exceeds quality standards.
+ Contributes to the development of overall procedures and policies. Ensures these are executed as intended by subordinate teams through subordinate managers.
+ Develop the capability of the service by leveraging expertise in investment products, operational excellence practices, and the transaction/customer lifecycle.
+ Support and deliver on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes and submission of business cases for prioritization in the change agenda.
+ Establish a high level of credibility and build professional relationships with our business partners and our customers.
+ To ensure customer-centered outcomes, manage business relationships and act as a business partner for our Business Unit service recipients. Enable feedback channels to the business to align expectations and priorities.
+ Periodically refresh service level standards across the teams to align to business requirements and manage the achievement of KPIs as defined within the Service Level Agreements and Schedule of Services.
+ Manage and mitigate operational risk and ensure that issues are escalated timely and resolution is effective. Validate the accuracy of operational risk heat maps and other risk
+ assessments. Accountable for timely and effective closure of audit points.
+ Timely and effective delivery on KPI and KRI reporting, business dashboards and other metrics as required.
+ Drive the sharing of best practices, fostering collaboration, and innovation across the teams.
+ Execute strategic priorities and evolve the service delivery model toward a scalable and strategic global business shared service.
+ Develop the capability and functional expertise through training/development, coaching/mentoring, strategic talent management, succession-planning, and supporting mobility.
+ Ensure that the MBPS Governance model and Operating Standards are adhered to.
+ Participates in strategic business planning activities and helps translate to business initiatives.
+ People management responsibilities include hiring, compensation strategy, promotion, performance management, and capability development of direct reports and their subordinate teams.
Behaviors
+ Customer focused operator capable of leading change so the customer and strategy are at the forefront when designing a solution.
+ A doer with an entrepreneurial attitude and passion for innovative work that drives results.
+ Collaborative and transparent working style with an open, honest, and direct approach.
+ Flexible, steady under pressure, and willing to switch gears quickly.
+ Strong curiosity and desire to make the complex clear and to always ask "why"
+ Organized, self-directed, efficient, and able to manage complex projects.
+ Strong team player who will contribute to the Global Investment Operations strategy.
Required Qualifications:
+ Relevant undergraduate degree in Business Administration, Finance, Economics, etc.
+ Additional certifications / designations such as Master of Business Administration (MBA), CISI (Chartered Institute of Securities and Investment), CFA (Chartered Financial Analyst), Six Sigma, Agile / SCRUM Master etc. would be an advantage, but not required.
+ 8+ years of relevant experience in Investment Operations and/or Wealth Management.
+ Sound experience of end-to-end Trade and Cash Management process and SWIFT Standards, Onboarding and Static Maintenance, Asset Servicing (Corporate Actions), Reconciliation, Investment Accounting, Client Reporting, Data and Performance.
+ Strong market knowledge including regulatory changes affecting the Investment Operations Industry globally
+ Commitment to client service & problem resolution
+ Sound operations management acumen with a solid understanding of the business environment through practical experience.
+ Strong people management experience (5+ years) to lead, manage and develop professional staff.
+ Experience in working in a broad Matrix organization listening and using influence to make an impact. Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area.
Preferred Qualifications:
+ Ability to work in an ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
+ Experience working across multiple geographies and time zones. Strong interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Excellent English written and verbal communication skills.
+ Innovative thinker with the ability to negotiate, influence and challenge the status quo to continuously improve processes
+ Excellent analytical and problem-solving skills with demonstrated ability to work with complex financial issues and concepts.
+ Ability to anticipate issues and think proactively to resolve issues and risk.
+ Outstanding communication and active listening skills, with a strong ability to build and maintain strong relationships across all levels within the organization.
+ Highly organized with an ability to work in a fast-paced, multi stakeholder environment and manage multiple priorities.
+ Familiarity with project management approaches, tools and phases of the project lifecycle
+ Presents complex ideas clearly, with an ability to manage the complexities of executing significant change and influence individuals across business boundaries to achieve objectives.
+ Proficient in MS Office suite including Outlook, Excel, Word, Power Point, and SharePoint.
+ Flexible hours on shift and overtime may be required to meet business deadlines. Must be willing to travel.
+ Participates in educational opportunities; reads professional publications; maintains networks and participates in professional organizations to always be up to date on job knowledge.
When you join our team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
Acerca de Manulife y John Hancock
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
Manulife es un empleador que ofrece igualdad de oportunidades
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
Modalidades de Trabajo
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Investment Paralegal

Manulife

Posted 3 days ago

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Job Description

Manulife is looking to hire an entry level **Investment** **Pa** **ralegal** to provide legal support. The ideal candidate will have basic knowledge of company law matters, some experience handling retail funds work, and familiar with corporate governance work. We are looking for a motivated and dynamic professional to provide support on legal and regulatory matters relating to retail funds, general corporate matters and various company projects which may be on a local, regional or global basis (in the form of basic legal research, drafting and summarizing of routine legal documents, assisting with the creation, review and revision of documents, templates and processes, assisting on project work and may require the scheduling, co-ordination and organization of all aspects of stakeholder meetings). The paralegal will also provide support on administrative tasks such as preparing reports, scheduling appointments, maintaining calendars, managing correspondence, triaging support requests, populating templates, preparing job aids and handling report updates.
**Position Responsibilities:**
+ Draft and review routine legal documents relevant to the Matrix Manager's practice area(s) and BU (such as NDAs, service agreements, articles of incorporation, by-laws, board resolutions, board minutes, financial reports, fund disclosure documents and regulatory forms) and provide basic analysis and recommendations that can be relied upon by lawyers.
+ Support relevant corporate governance activities relevant to the matrix Manager practice area and BU being supported such as assisting with drafting and seeking execution of board resolutions, tracking Annual General Meetings and managing regulatory filings.
+ Prepare robust first drafts of less routine legal documents that can be used as a solid starting point by lawyers.
+ Provide legal research and analysis support services to lawyers in Matrix Manager's practice area (such as investments, funds, employment law, intellectual property, contract law, corporate governance etc.).
+ Provide administrative support relevant to the Matrix Manager's team such as maintaining and organizing legal files and records, assisting in the preparation of legal correspondence and other documentation, tracking and managing matter or transaction progress and assisting with the maintenance of processes and applications like Legal Tracker and Legal Inventory.
+ Develop knowledge and identify tasks required to support and enhance operational efficiencies
**Required Qualifications:**
+ **EDUCATION:** Successful completion of Juris Doctor (JD) degree or completed at least second year in the JD program
+ **EXPERIENCE:** With at least one (1) year of experience as a paralegal or similar capacity, in a corporate law firm or legal department of a financial or investment institution
+ **SHIFT:** Amenability to work on a mid shift schedule, on a full-time capacity
**Preferred Qualifications:**
+ Ability to be proactive and to work independently on multiple, competing and/or shifting priorities with minimal supervision
+ Focus on detail and accuracy, highly organized, possess excellent analytical skills, demonstrate excellent written and oral communication skills
+ Confident to work collaboratively with paralegals, lawyers, administrative assistants and clients on transactions, team projects and initiatives
+ Must possess a general working knowledge of Microsoft Office and Adobe
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
This advertiser has chosen not to accept applicants from your region.

Investment Paralegal

Manulife

Posted 3 days ago

Job Viewed

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Job Description

Manulife is looking to hire an entry level **Investment** **Pa** **ralegal** to provide legal support. The ideal candidate will have basic knowledge of company law matters, some experience handling retail funds work, and familiar with corporate governance work. We are looking for a motivated and dynamic professional to provide support on legal and regulatory matters relating to retail funds, general corporate matters and various company projects which may be on a local, regional or global basis (in the form of basic legal research, drafting and summarizing of routine legal documents, assisting with the creation, review and revision of documents, templates and processes, assisting on project work and may require the scheduling, co-ordination and organization of all aspects of stakeholder meetings). The paralegal will also provide support on administrative tasks such as preparing reports, scheduling appointments, maintaining calendars, managing correspondence, triaging support requests, populating templates, preparing job aids and handling report updates.
**Position Responsibilities:**
+ Draft and review routine legal documents relevant to the Matrix Manager's practice area(s) and BU (such as NDAs, service agreements, articles of incorporation, by-laws, board resolutions, board minutes, financial reports, fund disclosure documents and regulatory forms) and provide basic analysis and recommendations that can be relied upon by lawyers.
+ Support relevant corporate governance activities relevant to the matrix Manager practice area and BU being supported such as assisting with drafting and seeking execution of board resolutions, tracking Annual General Meetings and managing regulatory filings.
+ Prepare robust first drafts of less routine legal documents that can be used as a solid starting point by lawyers.
+ Provide legal research and analysis support services to lawyers in Matrix Manager's practice area (such as investments, funds, employment law, intellectual property, contract law, corporate governance etc.).
+ Provide administrative support relevant to the Matrix Manager's team such as maintaining and organizing legal files and records, assisting in the preparation of legal correspondence and other documentation, tracking and managing matter or transaction progress and assisting with the maintenance of processes and applications like Legal Tracker and Legal Inventory.
+ Develop knowledge and identify tasks required to support and enhance operational efficiencies
**Required Qualifications:**
+ **EDUCATION:** Successful completion of Juris Doctor (JD) degree or completed at least second year in the JD program
+ **EXPERIENCE:** With at least one (1) year of experience as a paralegal or similar capacity, in a corporate law firm or legal department of a financial or investment institution
+ **SHIFT:** Amenability to work on a mid shift schedule, on a full-time capacity
**Preferred Qualifications:**
+ Ability to be proactive and to work independently on multiple, competing and/or shifting priorities with minimal supervision
+ Focus on detail and accuracy, highly organized, possess excellent analytical skills, demonstrate excellent written and oral communication skills
+ Confident to work collaboratively with paralegals, lawyers, administrative assistants and clients on transactions, team projects and initiatives
+ Must possess a general working knowledge of Microsoft Office and Adobe
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
This advertiser has chosen not to accept applicants from your region.

Investment Analyst

Manulife

Posted 11 days ago

Job Viewed

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Job Description

The Investment Analyst is responsible for the accurate and timely processing of Credit Processes and Reporting for use of Senior Management, Portfolio Managers and Credit Risk requirements of General Account Credit Asia. The analyst will provide support to front office business unit and serve as the middle office support and contact for any related issues. The role involves processing, monitoring, analysis, reconciliation, and investigation of various data, understanding of risk factor and reporting rules and assisting in the development of new process and procedures within the GA Middle Office Asia Team in MBPS.
**Position Responsibilities:**
+ Processing of Credit Processes. This includes updating daily requests in Full General Account ("Full GA") database and archiving in General Account Data and Control folder and Global Credit and Research Repository.
+ Consolidate and communicate Weekly and Monthly Rating Changes and Early Credit Warning Indicators
+ As training progresses, analyst will help in the preparation of Weekly Credit Utilization Reports, Monthly Exposure Summary for Annual Review and other reports such as Malaysia Credit Log, Capital and Legal structure, etc
+ Perform other audit/adhoc task as required by CAT and Business Unit
+ Process Improvement. Develop/improve current database and reporting tools to ensure accuracy and maximize efficiency
+ Assist in preparation work with respect to the upcoming replacement of Global Credit Repository system and Connections Plus
+ Support in Allvue system maintenance for Asia Annual reviews
**Required Qualifications:**
+ University degree in Business/Finance/Economics or any related course
+ 5+ years of progressive experience in a financial services company and/or shared services environment
+ Good understanding of the end-to-end production environment, and the impact of changes to the reporting process, production schedule, and all the systems and applications supported by Manulife
+ Excellent analytical, problem-solving, and influencing skills
+ Ability to work and adapt in a changing environment while managing time and workload within set timelines
+ Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills
+ Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point, and Project. Candidate must also be willing to learn PowerBI as a reporting tool and share knowledge with GMOA
+ Capable of building a business case for potential process improvements including cost/benefit analysis
**Preferred Qualifications:**
+ Excel (VBA), PowerBI, and MS Access (SQL and VBA) experience.
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
This advertiser has chosen not to accept applicants from your region.

Investment Analyst

Pasay, Camarines Sur AtomIT Business Solutions Corp

Posted 1 day ago

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Job Description

The Role’s principal responsibility is to assist the secondary private equity investment team in conducting due diligence and with basic deal support, including research, analysis, financial modeling and valuation, with specific responsibilities including:
**Specific Duties & Responsibilities**
- Support deal teams with company and fund-level research
- Create and maintain portfolio models and other analytical tools utilized to evaluate portfolio performance, cash flows and liquidity
- Review underlying manager quarterly reports to identify potential portfolio sales, restructurings or other investable events
- Analyze the long-term viability of portfolio companies, the market for their products/services, financing needs and exit options
- Value equity ownership in PE-backed companies
- Participate in deal meetings to determine price, structuring and negotiation tactics
- Prepare investment analysis for presentation to Client’s investment committee
- Undertake a variety of strategic and research-oriented projects

**Education & Experience**

**Experience**:2-4 years of investment banking, private equity, investment management, public accounting, or strategy consulting experience.

**Education**: Graduate degree from a leading college or university preferably with a major in Finance or Economics. Please include major, GPA and standardized test scores on resume.

**Qualification**
- Should possess a strong work ethic, exceptional analytical ability and a high level of attention to detail
- Self-starter that will thrive in an entrepreneurial and small team environment
- Strong communication skills, both written and verbal
- Understanding of financial statements, financial analysis and capital structures
- Demonstrated interest in private equity and investment management, financial analysis and valuation techniques
- Experience in financial modeling and forecasting (preferred)

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Pasay City: Reliably commute or planning to relocate before starting work (required)
This advertiser has chosen not to accept applicants from your region.

Investment Operations Specialist

Makati, National Capital Region AXA

Posted 1 day ago

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Job Description

**Investment Operations Specialist** **(** Q2**)**

**PRIMARY LOCATION**: PHILIPPINES-PHILIPPINES-MAKATI CITY

**ORGANIZATION**: AXA Philippines Life and General Insurance

**CONTRACT TYPE**: Regular

**SHIFT**: Day Job

SCHEDULE**: Full-time

**DESCRIPTION**
- Monitors the cash flows and prepares the daily cash position of Life Account
- Ensures that cash is sufficient to meet the daily obligations and any excess cash is deploy to Investment accounts;
- Prepares supporting docs for Bonds, Equities, Forex and cash to cash transfer supporting docs to submitted to investment accounting for booking
- Monitor FX rates and performs the FX trading and funding for various payouts;
- Timely and accurate processing of settlements for UL trades including the fund redemptions
- Monitors all the UL related FX trades and ensures no breaches versus the allowed limits.
- Prepares FRP/PRF related to club shares monthly dues, regulatory maintenance fees, custody fees and other related investment expenses
- Process update of bank accounts annually or as needed

**QUALIFICATIONS**
- Bachelor’s degree in any business related course
- Investments background is preferred but not required
- Organized with attention to details and ability to meet deadlines
- Proactive and can work under minimum supervision, good analytical mind
- Team player and can work under pressure
- Can perform intermediate excel functions (pivot, vlookup etc)
- Ability to coordinate with teams outside of his/her department
- Good oral and written communication skills

**ABOUT AXA**

A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.

AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.

AXA now offers a complete range of products for all its customers’ insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.

AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.

AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.

The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.

**WHAT WE OFFER
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Asset and Investment Assistant

Iloilo, Iloilo LifeBank Microfinance Foundation, Inc

Posted 21 days ago

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Job Description

LifeBank Microfinance Foundation, Inc. (LBF)

we excel, we care, we share

LifeBank Microfinance Foundation, Inc. is a non-stock and non-profit organization engaged in micro-financing initiatives that advance comprehensive and sustainable development in rural and urban areas through integrated social services. We are a major catalyst in breaking the chains of poverty in the Philippines.

LBF is backed by its 2 pillar programs: The Ikabuhi Microfinance Program (IMP) for financial services and the Sustainable Development Program (SDP) for social services.

Job Title: Asset and Investment Assistant

Department: Controller's Department

Location: Gov. Fermin Caram St., Brgy. Maria Clara, Iloilo City, Iloilo

Job Summary:

Asset and Investment Assistant ensures seamless execution of financial transactions and maintains accurate records of all assets, updates records to ensure the accuracy of data and information in a timely manner, and is responsible for performing administrative tasks and ensuring compliance with company policies and guidelines.

Required qualification:

    1. At least a Senior High School graduate or a 2-year course with work-related experience.
    2. Preferably with at least 1 year of experience in accounting and bookkeeping
    3. Preferably with knowledge of the Instafin system or a related system.

How To Apply?

Click apply to this position/job or apply to our career page by clicking this link LifeBank Career Page for faster processing.

Requirements: Resume and Application Letter addressed to HDBP Head Ms. Jeselyn M. Mendote

Contact Us!

You may also contact us at and email us at from Mon-Fri 8 AM-5 PM.

This advertiser has chosen not to accept applicants from your region.
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Director, Investment Operations (Middle Office)

Manulife

Posted 13 days ago

Job Viewed

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Job Description

The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation journey to drive digitization, automation, and increase straight through put processing and leverage our global hub for more end-to-end functions.
We're looking for a leader who demonstrates a strong operational processing background including a strong focus on efficiency and risk mitigation. A collaborative, transparent leader who can create and communicate a vision and engage individuals to work towards objectives. This role requires a highly visible leader who can drive change through relationships, thought leadership and exceptional business knowledge and the ability to get things done.
**Position Responsibilities:**
+ Manage day-to-day business relationship management and oversight of services with a proven track record of managing global cross functional relationships.
+ Responsible for the escalation and quick resolution of any operational service issues.
+ Ensures that work is integrated across teams and that the work produced meets service level standards and exceeds quality standards.
+ Contributes to the development of overall procedures and policies. Ensures these are executed as intended by subordinate teams through subordinate managers.
+ Develop the capability of the service by leveraging expertise in investment products, operational excellence practices, and the transaction/customer lifecycle.
+ Support and deliver on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes and submission of business cases for prioritization in the change agenda.
+ Establish a high level of credibility and build professional relationships with our business partners and our customers.
+ To ensure customer-centered outcomes, manage business relationships and act as a business partner for our Business Unit service recipients. Enable feedback channels to the business to align expectations and priorities.
+ Periodically refresh service level standards across the teams to align to business requirements and manage the achievement of KPIs as defined within the Service Level Agreements and Schedule of Services.
+ Manage and mitigate operational risk and ensure that issues are escalated timely and resolution is effective. Validate the accuracy of operational risk heat maps and other risk
+ assessments. Accountable for timely and effective closure of audit points.
+ Timely and effective delivery on KPI and KRI reporting, business dashboards and other metrics as required.
+ Drive the sharing of best practices, fostering collaboration, and innovation across the teams.
+ Execute strategic priorities and evolve the service delivery model toward a scalable and strategic global business shared service.
+ Develop the capability and functional expertise through training/development, coaching/mentoring, strategic talent management, succession-planning, and supporting mobility.
+ Ensure that the MBPS Governance model and Operating Standards are adhered to.
+ Participates in strategic business planning activities and helps translate to business initiatives.
+ People management responsibilities include hiring, compensation strategy, promotion, performance management, and capability development of direct reports and their subordinate teams.
Behaviors
+ Customer focused operator capable of leading change so the customer and strategy are at the forefront when designing a solution.
+ A doer with an entrepreneurial attitude and passion for innovative work that drives results.
+ Collaborative and transparent working style with an open, honest, and direct approach.
+ Flexible, steady under pressure, and willing to switch gears quickly.
+ Strong curiosity and desire to make the complex clear and to always ask "why"
+ Organized, self-directed, efficient, and able to manage complex projects.
+ Strong team player who will contribute to the Global Investment Operations strategy.
**Required Qualifications:**
+ Relevant undergraduate degree in Business Administration, Finance, Economics, etc.
+ Additional certifications / designations such as Master of Business Administration (MBA), CISI (Chartered Institute of Securities and Investment), CFA (Chartered Financial Analyst), Six Sigma, Agile / SCRUM Master etc. would be an advantage, but not required.
+ 8+ years of relevant experience in Investment Operations and/or Wealth Management.
+ Sound experience of end-to-end Trade and Cash Management process and SWIFT Standards, Onboarding and Static Maintenance, Asset Servicing (Corporate Actions), Reconciliation, Investment Accounting, Client Reporting, Data and Performance.
+ Strong market knowledge including regulatory changes affecting the Investment Operations Industry globally
+ Commitment to client service & problem resolution
+ Sound operations management acumen with a solid understanding of the business environment through practical experience.
+ Strong people management experience (5+ years) to lead, manage and develop professional staff.
+ Experience in working in a broad Matrix organization listening and using influence to make an impact. Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area.
**Preferred Qualifications:**
+ Ability to work in an ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
+ Experience working across multiple geographies and time zones. Strong interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Excellent English written and verbal communication skills.
+ Innovative thinker with the ability to negotiate, influence and challenge the status quo to continuously improve processes
+ Excellent analytical and problem-solving skills with demonstrated ability to work with complex financial issues and concepts.
+ Ability to anticipate issues and think proactively to resolve issues and risk.
+ Outstanding communication and active listening skills, with a strong ability to build and maintain strong relationships across all levels within the organization.
+ Highly organized with an ability to work in a fast-paced, multi stakeholder environment and manage multiple priorities.
+ Familiarity with project management approaches, tools and phases of the project lifecycle
+ Presents complex ideas clearly, with an ability to manage the complexities of executing significant change and influence individuals across business boundaries to achieve objectives.
+ Proficient in MS Office suite including Outlook, Excel, Word, Power Point, and SharePoint.
+ Flexible hours on shift and overtime may be required to meet business deadlines. Must be willing to travel.
+ Participates in educational opportunities; reads professional publications; maintains networks and participates in professional organizations to always be up to date on job knowledge.
**When you join our team:**
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
This advertiser has chosen not to accept applicants from your region.

Alternative Investment Operations Director - Derivatives Services

Manulife

Posted 3 days ago

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Job Description

Reporting directly to the GBS Service Delivery Head for Retail, Wealth, Alternatives, and Fund Services Operations, the Alternative Investment Operations Director - Derivatives Services is primarily responsible for leading the Derivatives Operations, Support and Solutions teams supporting Asia, North America, and UK in ensuring timely, accurate, and effective delivery of services that are in scope.
The role in addition oversees Securities Lending function for GWAM.
Position Responsibilities:
+ Provide functional oversight to continuously enable the Derivative Services teams to efficiently deliver on change initiatives, while continuing to produce consistent, high quality, delivery of BAU services for both the General Accounts and Asset Management businesses.
Key components of functional oversight include (but not limited to):
Transformation and change management
+ Drive strategic initiatives to deliver risk-averse scalability, transparency, and synergistic alignment across the function.
+ Drive the sharing of best practices, fostering collaboration and innovation across the teams within the group.
+ Provide senior management support with focus on ramping up efforts to digitize governance and oversight model within the function, while interfacing with key Business Unit decision makers.
+ In partnership with the business, accountable for the execution on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes, contributing to the change agenda by submitting business cases for prioritization, and ensuring smooth execution on active transformation programs.
+ Champion and foster an innovation culture by encouraging teams in stepping outside of their comfort zone and supporting them through obstacles.
Operational Risk
+ Manage and mitigate operational risk and ensure that issues are escalated and resolved timely and effectively.
+ Validate the accuracy of operational risk heat maps and other risk assessments.
+ Collaborate with local and segment risk functions. Ensure the effective cascade and communication of operational risk awareness and management practices.
+ Drive periodic scenario-based tabletop exercises for business continuity planning to ensure there is no service disruption to the business.
+ Accountable for timely and effective closure of audit points.
Service Delivery
+ To ensure customer-centered outcomes. Enable feedback channels to the business to align expectations and priorities.
+ Define and periodically refresh service level standards across the teams within the domain and manage the delivery and reporting of KRI's and KPIs, as defined within the Service Level Agreements and Schedule of Services.
+ Effectively manage direct and indirect costs associated with the function. Provide cost transparency to Finance teams and Business Unit, as needed.
+ Oversee annual business planning and business unit goal setting efforts.
+ Ensures that teams proactively contribute to the development of overall procedures and policies that are adhered to by subordinate leaders/teams.
+ Accountable for ensuring that the team deliver timely/accurate information required for performance and risk reporting, business dashboards, governance reporting and other metrics as required for decision making.
+ Accountable for successful transitions of work and aligning toward a global business shared services operation model that is scalable and efficient.
Leadership
+ Manage a growing team with responsibility for hiring, compensation, promotion, and performance management.
+ Develop the group's capability and functional expertise through training, coaching/mentoring, strategic talent and production management, succession planning, and supporting mobility.
+ Foster career progression by promoting talent brokering and supporting internal mobility by having succession plans in place.
+ Engage teams by personalizing recognition and feedback, and treating all members with dignity and respect
+ Embrace and champion diversity, ensure recruitment and selection practices reflect a diverse set of candidates and talent pipeline
Preferred Qualifications:
+ University degree in accounting, finance, or business management. Recognized investment, finance, or accounting designation preferred.
+ Minimum 5+ years in a senior role leading and developing global operations/ large teams and working across multiple geographies/time zones. Experience of working within a captured shared services environment an advantage.
+ Minimum 10 years of relevant experience in financial services, with a strong focus on Derivatives operations, collateral management, clearing and trade support.
+ Industry certification such as CAIA, CFA, or FRM is a plus.
+ Prior experience of managing (forecasting, monthly tracking, etc.) operational budgets, covering both discretionary spend and fixed costs.
+ Extensive knowledge on various derivative products such as Swaps, Options, Futures, Forwards and others - including how they are accounted for in investment book of records, trading platforms, custody records, and in SWIFT messages.
+ Broad knowledge of life insurance and asset management businesses, audit methodologies, control frameworks, and risk management techniques.
+ Participates in educational opportunities; reads professional publications; maintains networks and participates in professional organizations to always be up to date on job knowledge.
Preferred Qualifications:
+ Innovative thinker with the ability to negotiate, influence, and challenge the status quo to continuously improve processes and collaborate effectively with stakeholders across cultures and geographies.
+ Excellent analytical and problem-solving skills with demonstrated ability to work with complex financial issues and concepts.
+ Familiarity with project management approaches, tools, and phases of the project lifecycle and in delivering continuous improvement projects.
+ Ability to work in ambiguous environment and adapt to fast-paced change, while managing time and workload with aggressive timelines.
+ Flexible on shift and working hours, as required to meet business deadlines and deliverables.
+ Experience in working in a broad Matrix organization listening and using influence to make an impact. Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area.
+ Experience working across multiple geographies and time zones. Excellent interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Outstanding communication and active listening skills.
When you join our team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
Acerca de Manulife y John Hancock
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
Manulife es un empleador que ofrece igualdad de oportunidades
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
Modalidades de Trabajo
Híbrido
This advertiser has chosen not to accept applicants from your region.

Senior Lead Specialist Financial Analysis

Copeland

Posted 20 days ago

Job Viewed

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Job Description

**About Us**
We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead. 
Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!
The incumbent shall be responsible for overseeing the reporting of Philippine financial operations, including but not limited to preparation of budget, controls and forecasting, and business units costs and expenses variance analysis, fixed asset transactions, and other month-end activities
In this capacity, incumbent shall prepare high-quality reports and analysis, collaborate with internal and external customers, and help identify process improvements to provide excellent financial service to Copeland.
**Roles and Responsibilities**
+ Prepare department summaries and analysis monthly in a very time sensitive environment.
+ Prepare budget summaries and analysis on an annual basis.
+ Load monthly actual and forecast data into Oracle.
+ Communicate with department managers on actuals and forecast data and respond promptly and accurately in a fast-paced environment.
+ Ensure regular monthly balance sheet accounts, reconciliations are accounted for, monitored and reviewed.
+ Prepare and provide supporting documents for audit requirements.
+ Perform other accounting duties and support junior staff as required or assigned.
**Our Commitment to Our People**
Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future-for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.
Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.
Flexible and competitive benefits plans offer the right options to meet your individual/family needs. We provide employees with flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave. 
Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!
**Our Commitment to Inclusion & Belonging**
At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.
**Equal Opportunity Employer**
Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.
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