249 Investment Management jobs in the Philippines

Operations is responsible for supporting the various trading, investment, and reporting activities of the firm. The core mission of the Operations group is to establish scalable investment workflows, ensure a controlled operating environment and deliver high-quality client service to both internal and external business relationships. In addition to supporting primary investment related activities, the groups assist in design and implementation of firm-wide projects, operational due diligence, counterparty management and client-related activities.

Qualifications:

• Candidate must have at least 2 years of experience in a leadership / people management role
• At least 3 years' worth of experience in Capital Markets, specifically in handling Financial Information or Investment Reports OR Trade Settlement/Life Cycle (Equities, Fixed Income and Derivatives)
• Must be willing to work on either fixed US shift OR rotate between EMEA and US shifts as scheduled by supervisor
• Excellent command of the English language – oral and written
• Well organized, motivated, detail-oriented, a team player and knows how to work with Service Level Agreements (SLA) and metrics.
• Possess strong client service skills
• Excellent database knowledge preferred in Excel, SQL, or VBA.
• Strong leadership and problem-solving skills
• Ability to mentor, coach and develop team members, peers, and colleagues

Education and Experience

• Candidate must possess at least a Bachelor's/College Degree in Financial Management, Economics, Accounting, or other related business course
• Experience working with all primary asset classes and financial products (equities, fixed-income and derivatives) is required
• Familiarity with general accounting principles is preferred

As a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:

Your future duties and responsibilities:

1. Developing and implementing strategic plans to improve operational efficiency and achieve business goals.
2. Managing the overall performance of the Wealth Investment and Asset Management division, including client satisfaction, quality assurance, and cost management.
3. Leading and supervising a team of managers and professionals to ensure smooth operations and high productivity.
4. Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions to meet their requirements.
5. Analyzing market trends, identifying new business opportunities, and recommending strategies to expand the Wealth Investment and Asset Management services.
6. Overseeing budgeting, forecasting, and financial reporting for the BPO division.
7. Overall, as a Director of Wealth Investment and Asset Management, your role is crucial in driving the growth and success of the BPO division within an organization.

Required qualifications to be successful in this role:

1. Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
2. Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.
3. Strong understanding of BPO industry trends, best practices, and technologies.
4. Excellent communication, negotiation, and interpersonal skills.
5. Strategic thinking, problem-solving abilities, and decision-making skills.
6. Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Types: Full-time, Permanent

Pay: Up to Php250,000.00 per month

Benefits:

• Additional leave
• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Application Question(s):

• Are you open to a 100% onsite work setup in Taguig, requiring you to report onsite during the night shift?
• Kindly share how extensive your experience is in Wealth Investment and Asset Management.

Education:

• Master's (Preferred)

Work Location: In person

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information

• Capable of multitasking and working in cultural environment

• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters

• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose

• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Job Description
This role primarily focuses on supporting (a) Regional Office Hong Kong ("ROHK") - Asia Investment Management ("AIM") and Sun Life Investment Management Asia Limited ("SLIMA")'s financial and group reporting and (b) ROHK vendor payment and staff expense reimbursement processes.

• Support financial close process SLIMA as a separate legal entity and ROHK AIM cost centers including journal entry creation and posting
• Prepare SLIMA's Group financial reporting submissions on monthly, quarterly and annual basis
• Coordinate with RO on AIM and SLIMA's intercompany billing and settlement processes
• For ROHK, ROHK AIM and SLIMA, check/review all vendor payment requests, supporting documents and approval evidence to ensure timely and accurate business expenses payments to vendors and other Sun Life (SL) business units
• Check/review the ROHK staff reimbursement requests, supporting documents and approval evidence for arranging staff reimbursement payments
• Manage ROHK corporate card programs and ensure timely submission of concur reports by business users for proper internal review and settlement with the card issuing bank
• For ROHK, gather and compile all expenses, payment and reimbursement data as Payment Summary Reports and accurate accounting entries required for monthly financial reporting
• For ROHK, liaise with travel management companies and internal stakeholders to review incurred travel spends, and to review and manage the centralized settlements of travel expenses in an organized manner
• Review and monitor spends incurred by ROHK such as mobile charges and other thematic reviews
• Support online banking system user management for ROHK
• Support Finance new initiatives including system implementation; faster close initiatives and etc.
• Report to Senior Manager, Finance, Asia

Requirements

• University graduate in in Finance, Accounting and Business Administration or related disciplines
• Preferably 5+ years of relevant experience in audit, accounting, business management and operations
• CPA qualification is a must
• Applies expert knowledge in expense disbursement, payment approvals, and banking system users setup and maintenance.
• Capable of organizing information from multiple sources into meaningful business information
• Capable of multitasking and working in cultural environment
• Has the ability to professionally manage multiple stakeholders of various levels (e.g., executive secretaries, department heads, functional leaders etc.) in handling the business expenses disbursement, staff reimbursement and treasury matters
• Have proven experience in the use of Word and Excel, and data compilation skills in consolidating payments data as monthly payment summary for financial reporting purpose
• Proficiency in written and spoken English
• Experience in asset and wealth management industry is a plus

Job Category:
Finance

Posting End Date:
29/11/2025

JOB DESCRIPTION

Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the Asia tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the EMEA tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

Work Location : Taguig City / Pasig City

Full Onsite

Work Schedule : Nightshift

Hiring for Senior Manager and Consulting Delivery ( Wealth Investment and Asset Management)

REQUIRED QUALIFICATIONS

• Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.
• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.
• Strong understanding of BPO industry trends, best practices, and technologies.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking, problem-solving abilities, and decision-making skills.
• Ability to work under pressure, prioritize tasks, and meet deadlines.

Job Type: Full-time

Pay: From Php100,000.00 per month

BENEFITS :

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

Client Profile:

This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers across the globe.

Position: Wealth and Asset

Industry: IT Company

Location: Taguig City or Pasig City

Work Set up: Work On Site

Salary: (Negotiable

Work Schedule: Midshift or Night Shift

Requirements:

Bachelors Degree holder

At least 5-10 years of working experience in wealth and asset management

People Management experience for about 2-5 years

Amenable to work on site.

Experience working in Financial Services/Financial Company.

Responsibilities:

Create and execute commercial banking strategies that improve service delivery and operational efficiency.

Create engaging narratives to communicate trends and projections to stakeholders.

Create thorough management reporting.

To expedite deliveries and guarantee alignment with business objectives, encourage cooperation across project managers, finance teams, and business managers.

Lead projects aimed at improving the company's financial performance, such as fee optimization and cost control.

Determine, intensify, and reduce possible business risks.

To increase operational efficiencies, evaluate financial performance, pinpoint productivity projects, and supervise their execution.

Represent the company in pertinent internal and external working groups, promoting best practices and strategic objectives.

Recruitment process: (Online)

Initial Interview

Second Interview

Final Interview

Job Offer

Look for: Ms. Kendra

Job Type: Full-time

Pay: Php150, Php250,000.00 per month

Work Location: In person