12 Investment Management jobs in Makati City
Director Consulting Delivery (Wealth Management)
Posted 6 days ago
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Job Description
Work Setup: Onsite br>Schedule: Shifting Schedule
Summary:
This leadership role is responsible for overseeing strategy, operations, and financial performance within a BPO-focused Wealth Management division. The position emphasizes strategic planning, cross-functional collaboration, data analysis, and performance optimization.
Key Responsibilities:
Develop and implement BPO strategies tailored to commercial banking.
Present financial data and trends to stakeholders through executive-level presentations.
Design management reporting packages with insights and recommendations.
Coordinate across business, finance, and project teams for aligned execution.
Analyze KPIs and financial data to inform strategic decisions.
Lead performance optimization efforts, focusing on cost and fee management.
Mitigate business risks, including regulatory and operational issues.
Represent the business in internal and external strategic discussions.
Qualifications:
10+ years’ experience in Wealth Management and leadership roles. < r>Bachelor's degree in Business, Finance, or related field (advanced degrees/certifications preferred).
Strong skills in Excel, PowerPoint, and data visualization.
Self-motivated leader with excellent communication, analytical, and project management abilities.
Proven ability to influence stakeholders and present effectively to senior executives.
Admin Assistant - Asset Management
Posted today
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Job Description
- Ensure that all company assets are complete and closely monitored
- Ensure that any asset movements and changes are tracked, recorded and monitored accurately
- Monitor asset deliveries based on purchase orders and delivery receipts and ensure that these are recorded in the system and that the requesting business units are informed accordingly
- Ensure smooth and timely end-to-end process in asset management - from asset request, tagging and assignment, to deployment and acknowledgement, whether related to new joiner asset issuance or current employee asset replacements
- Ensure effective end-to-end process in asset returns, including return of assets by resigned employees and return of defective assets, whether due to wear and tear or due to user negligence
- Ensure that assets returned by employees are complete and reconciled with asset records
- Carry out ad hoc duties related to Asset Management
**Qualifications**:
- Good communication skills
- Experience with Software usage metering tools and reports
- Must be amenable to work on night shift and extended hours
- Must be willing to report onsite (Taguig City)
**Benefits**:
- Company Christmas gift
- Company events
- Health insurance
- Life insurance
Schedule:
- Night shift
- Shift system
Software Asset Management Analyst I
Posted 12 days ago
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Job Description
The Software Asset Management Analyst is a pivotal role responsible for optimizing and managing software assets for Elsevier. This multifaceted position involves coordinating software requests, liaising with vendors, ensuring compliance, and contributing to cost-saving initiatives. The analyst will collaborate closely with internal teams and external vendors to support the complete software asset management lifecycle.
Responsibilities:
+ Assist in maintaining Software Asset Management processes by meticulously documenting software licensing records, conducting ad-hoc research, and generating insightful reports on software entitlements.
+ Ensure meticulous documentation of all software purchase requests and that completed entitlement-related records are efficiently conveyed to the SAM Entitlements team.
+ Efficiently handle email inquiries related to Software Asset Management activities within Elsevier, providing timely and responsive support.
+ Proactively manage the FreshService ticketing systems, updating status changes and pertinent information, and ensuring prompt and accurate responses to software requests.
+ Collaborate with internal stakeholders to understand and meet software needs and liaise with end users to collect necessary information for software procurement and allocation.
+ Interact with various software vendors to obtain and analyze quotes, ensuring cost-effectiveness and compatibility, and maintaining professional relationships to facilitate efficient procurement processes.
+ Generate purchase requisitions for the SAM and technology sourcing, ensuring all requirements are accurately captured and documented in the Oracle financial system.
+ Expertly use the Oracle financial system to generate purchase requisitions for approved software requests.
+ Manage software expiration notifications within the ELSSAM mailbox, offering timely guidance to end users on subscription renewals.
+ Work with the team to resolve general queries related to account or software issues, including payment inquiries managed by internal accounts teams.
+ Perform additional duties as assigned, contributing to a flexible and comprehensive approach to SAM within Elsevier.
Skills & Experience:
+ Bachelor's Degree holder.
+ Knowledgeable in software asset management practices.
+ Proficient with ticketing systems like FreshService and financial systems like Oracle.
+ Excellent communication and interpersonal skills for interacting with internal teams and external vendors.
+ Ability to manage multiple tasks and adapt to changing priorities.
Career Path Opportunities:
+ This role provides a pathway to more senior SAM roles, including responsibilities for developing software acquisition, maintenance, and retention strategies that align with IT standards.
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RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
Logistics Associate (Fixed Asset Management)
Posted today
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Job Description
Project Title**:Advancing Client-centered Care and Expanding Sustainable Services for Tuberculosis (ACCESS-TB) Project**
- Contract duration**:3 months**, with possibility of extension
Area of Assignment**:PBSP Head Office (Mandaluyong)**
**JOB SUMMARY**
Primarily responsible for the GF - COVID19 RESPONSE (C19RM) requests, track progress and completely delivered supporting Supply Chain and Requesting Unit queries, etc. Real time asset inventory and accountable for recording the cost of newly-acquired fixed assets (both tangible and intangible), tracking existing fixed assets, recording depreciation and accounting for the disposal of fixed assets. Also supports for the management of the daily supply chain activities.
**PRINCIPAL DUTIES AND RESPONSIBILITIES**
- Provides excellent and timely customer service by proactively informing clients of the status of their (C19RM) shipments. Performs tasks required for timely delivery and receipt of shipments including, but not limited to, processing documents through the system, cargo delivery coordination.
- Adheres to guidelines for acquisition, maintenance, retention and disposal of fixed assets and associated records
- Maintains inventory records in the fixed asset management system by gathering data; completing required forms/logs, and; entering, deleting and correcting inventory records
- Affixes inventory tags to designated assets and equipment and replaces damaged tags
- Enters asset repair cost and utilization information to assist in replacement-planning decisions
- Performs field inventory by physically locating, identifying and counting assets. Enters manual counts and uploads bar code data from inventory results into the fixed asset management system
- Builds exception file and prints report. Locates missing inventory, performs location transfers and reconciles exceptions. Prints inventory summary and status report. May assist in scheduled closing procedures
- Arranges and completes physical transfer/disposal of surplus/obsolete
- items. Performs disposal transactions to remove assets from service.
- Records proceeds from sale/retirement of assets to allow calculation of gains/losses.
- Assists with handling surplus and storage areas of inventory section.
- Resolves minor inventory location/usage discrepancies. May prepare and submit reports regarding alleged theft, misuse of property or minor problems in property management
- Performs other related tasks as may be assigned by immediate supervisor and/or the management
**Job Type**: Temporary
Contract length: 3 months
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- 13th month salary
Ability to commute/relocate:
- Mandaluyong City: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- How soon can you join us?
**Education**:
- Bachelor's (required)
Gds Consulting ibm Maximo Asset Management
Posted today
Job Viewed
Job Description
**- ___**:
**The op**p**ortuni**t**y**
- Responsible in designing, developing, and/or testing project deliverables.
- Provide production support and resolve user issues with system performance, availability, and functionality.
- Work directly with client team members and colleagues to achieve project goals
- Develop and share functional and business expertise with the team
- Learn company (EY) methodologies and service offerings
**Required Q**u**alities**:
- 0-1 year of working experience in Maximo development
- Relevant experience on mid-large-scale implementations and/or upgrades to IBM Maximo Asset Management version 7.5 or higher.
- Demonstrate ability to prepare and deliver quality documents, presentations, and other deliverables
- Good communication skills
- Cohesive experience working in a team environment
- Proven functional and technical expertise regarding IBM Maximo in implementing and/or supporting one or more of the following:
- Different IBM Maximo solution such as Nuclear Power Solution, Oil and Gas Solution and, Health, Safety and Environment Manager Solution.
- IBM Maximo Scheduler
- Table structures within Maximo
- Client conversion from old business process to IBM Maximo
- Database changes and/or Database Configurations and Domains
- Creating and managing new user interfaces using Maximo Application Designer
- Creating Workflow design changes
- Work Management
- Inventory management
- BIRT reports
- Skill in SQL scripting
- Experience in JAVA programming and Oracle database
- Experience in Python and/or Javascript scripting
**Preferred Qualities**:
- Experience in working with Maximo for any medium / large company.
- Experience working in power and utilities, including the following industry segments:
- Water Utilities
- Gas and Electric
- Power Generation
**What we look fo**r**
We are looking for highly motivated individuals with the ability to work in a collaborative environment to provide exceptional client service across global sites. You’ll be a confident team player developing strong people management skills and picking up new skills which will help you solve complex problems. If you’re ready to take on a wide range of responsibilities and are committed to seeking out new ways to make a difference, this role is for you.
**What working at **E**Y o**f**fers**
- Support, coaching and feedback from some of the most engaging colleagues around
- Opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that’s right for you
**Abo**u**t **E**Y**
As a global leader in assurance, tax, transaction, and advisory services, we’re using the finance products, expertise, and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.
**If you can co**n**fide**n**tly demonstrate t**h**at you meet th**e** criteria above, please contact us as soon as possible.**
**Make your mark.**
**___**:
**EY | Building a better working world**
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
Financial Planning Analysis Associate
Posted 5 days ago
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Job Description
br>Key Responsibilities:
Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans for all retail business units.
Analyze actual financial performance vs. budget and provide variance explanations to management.
Support the development of financial models, dashboards, and scenario analyses to aid in business planning and decision-making.
Collaborate with various departments (e.g. Sales, Operations, Merchandising) to gather data and validate business assumptions.
Prepare timely and accurate financial reports, presentations, and insights for senior management and stakeholders.
Monitor KPIs and financial performance metrics across different brands, stores, and channels.
Support financial planning for new store openings, product launches, and expansion initiatives.
Maintain and update FP&A tools, templates, and reporting systems.
Assist in identifying risks and opportunities that may impact financial results.
Participate in cross-functional projects related to cost optimization, business growth, and system improvements.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
Excellent analytical skills, with attention to detail and accuracy.
Strong communication and interpersonal skills; able to collaborate effectively across departments.
Ability to work in a fast-paced, deadline-driven environment.
Highly organized, with a proactive and problem-solving mindset.
Preferred Attributes:
Experience supporting multi-location retail operations or e-commerce channels.
Knowledge of inventory planning, cost allocation, and retail margin analysis.
CPA, CMA, or further finance-related certifications is an advantage but not required.
Passion for numbers, business strategy, and continuous process improvement.
Financial Planning Analysis Associate
Posted 22 days ago
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Job Description
-Bachelor’s degree in Finance, Accounting, Economics, or a related field. br>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.
Preferred Attributes:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.
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IT Portfolio Management (AVP)
Posted 21 days ago
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Job Description
Location: Pasay
Schedule: Monday - Friday, Morning Shift
Salary: Open Budget
Overview: The AVP, IT Portfolio Management is responsible for optimizing the company's IT investment portfolio, ensuring that all IT initiatives and projects are strategically aligned with business objectives and deliver maximum value. This role involves rigorous analysis, prioritization, and monitoring of IT projects, managing resource allocation, and providing strategic insights to senior leadership regarding the health and performance of the overall IT portfolio.
Key Responsibilities:
- Portfolio Strategy & Alignment: Develop and maintain the IT portfolio strategy, ensuring alignment with the overall corporate strategy and business priorities.
- Investment Prioritization: Establish and manage a robust process for evaluating, prioritizing, and selecting IT investments based on strategic value, return on investment (ROI), risk, and resource availability.
- Resource Optimization: Oversee resource planning and allocation across the IT portfolio, ensuring optimal utilization of personnel and financial resources to achieve project objectives.
- Performance Monitoring & Reporting: Implement metrics and reporting frameworks to monitor the performance, health, and progress of the IT portfolio and individual projects. Provide regular, insightful reports and recommendations to senior management.
- Governance & Standards: Define and enforce IT portfolio governance processes, standards, and tools to ensure consistency, transparency, and accountability across all IT initiatives.
- Risk & Dependency Management: Identify, assess, and manage risks and interdependencies within the IT portfolio, developing mitigation strategies to ensure successful project delivery.
- Stakeholder Engagement: Collaborate with business leaders, IT delivery teams, and finance to facilitate informed decision-making regarding IT investments and manage expectations.
- Continuous Improvement: Drive continuous improvement of portfolio management processes and methodologies, adopting best practices to enhance efficiency and effectiveness.
Qualifications:
- Bachelor's degree in Business Administration, Finance, Information Technology, or a related field. PMP, PgMP, or equivalent certification preferred.
- Minimum of 10 years of experience in IT project or program management , with at least 3-5 years specifically in IT portfolio management in a large organization.
- Experience in a fast-paced industry is highly desirable , understanding the pressures and strategic needs of IT investments in such an environment.
- Strong analytical skills with the ability to perform complex financial modeling, ROI analysis, and risk assessment.
- Proficiency in portfolio management tools and software.
- Exceptional communication and presentation skills, with the ability to articulate complex information clearly to diverse audiences, including executive leadership.
- Proven ability to influence without direct authority and drive consensus among various stakeholders.
Financial Planning and Analysis Associate
Posted 14 days ago
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Job Description
LOCATION: Taguig br>SETUP: Day shift, Onsite
JOB DESCRIPTION
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.
PREFERRED ATTRIBUTES
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.
Financial Planning and Analysis Associate
Posted 17 days ago
Job Viewed
Job Description
LOCATION: Taguig br>SETUP: Onsite and Day shift
JOB DESCRIPTION:
We are looking for an analytical and detail-oriented FP&A Associate to support the financial planning, budgeting, forecasting, and performance analysis of our growing group of retail companies. Based in Taguig, the FP&A Associate will play a critical role in providing data-driven insights to support strategic decisions, optimize operations, and drive financial growth across multiple retail brands and business units.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. < r>- 1–3 years of experience in financial planning & analysis, business analytics, or corporate finance—preferably in retail, FMCG, or a multi-brand setup.
- Familiarity with ERP and accounting systems (SAP, Oracle, QuickBooks, or similar).
- Excellent analytical skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills; able to collaborate effectively across departments.
- Ability to work in a fast-paced, deadline-driven environment.
- Highly organized, with a proactive and problem-solving mindset.
PREFERRED ATTRIBUTES:
- Experience supporting multi-location retail operations or e-commerce channels.
- Knowledge of inventory planning, cost allocation, and retail margin analysis.
- CPA, CMA, or further finance-related certifications is an advantage but not required.
- Passion for numbers, business strategy, and continuous process improvement.