142 Policy Analyst jobs in the Philippines

Position Description:

JOB OVERVIEW

We are currently seeking an Investment Policy Analyst to join our Back-Office Operations team. Working with CI Global Asset Management (CI GAM) as a client, the Analyst will support CI GAM's high-net-worth product lines and will be responsible for creating analytics for advisors and their clients. Responsibilities also include processing adjustments to high-net-worth accounts resulting from internal or external errors.

Education & Certifications

• Post-secondary degree in Business, Finance, Accounting, Economics, or a related discipline (required)

• Completion of the IFIC or Canadian Securities Course (considered an asset)

• CFA designation or CFA candidate/graduate (strong asset)

Experience & Knowledge

• Minimum of 2 years of experience in an analytical or financial services role (asset)

• Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations (asset)

• Familiarity with financial industry processes, including plan types, tax rules, and trade types (asset)

Skills & Competencies

• Exceptional accuracy and attention to detail, particularly in data analysis and reconciliation

• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide remediation recommendations

• Ability to conduct comparative financial analyses (e.g., market value comparisons, fund compensation estimates, capital gain projections)

• Excellent interpersonal and communication skills, both written and verbal, with the ability to collaborate effectively with advisors, colleagues, and internal stakeholders

• Skilled in identifying errors, assessing client impact, and supporting account adjustments with sound judgment

• Proven ability to contribute to quality control and continuous process improvement

Personal Attributes

• Client-focused mindset with a commitment to ensuring positive outcomes for advisors and their clients

• Team player, willing to back up colleagues and contribute to group success

• Proactive learner who seeks to expand knowledge of financial products, analytics, and investment strategies

• Professional, reliable, and adaptable in a dynamic back-office operations environment

What you can expect from us:

Together, as owners, let's turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.

Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

Come join our team—one of the largest IT and business consulting services firms in the world.

We are currently seeking an Investment Policy Analyst to join our Back-Office Operations team. Working with CI Global Asset Management (CI GAM) as a client, the Analyst will support CI GAM's high-net-worth product lines and will be responsible for creating analytics for advisors and their clients. Responsibilities also include processing adjustments to high-net-worth accounts resulting from internal or external errors.

Education & Certifications

• Post-secondary degree in Business, Finance, Accounting, Economics, or a related discipline (required)

• Completion of the IFIC or Canadian Securities Course (considered an asset)

• CFA designation or CFA candidate/graduate (strong asset)

Experience & Knowledge

• Minimum of 2 years of experience in an analytical or financial services role (asset)

• Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations (asset)

• Familiarity with financial industry processes, including plan types, tax rules, and trade types (asset)

Skills & Competencies

• Exceptional accuracy and attention to detail, particularly in data analysis and reconciliation

• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide remediation recommendations

• Ability to conduct comparative financial analyses (e.g., market value comparisons, fund compensation estimates, capital gain projections)

• Excellent interpersonal and communication skills, both written and verbal, with the ability to collaborate effectively with advisors, colleagues, and internal stakeholders

• Skilled in identifying errors, assessing client impact, and supporting account adjustments with sound judgment

• Proven ability to contribute to quality control and continuous process improvement

Personal Attributes

• Client-focused mindset with a commitment to ensuring positive outcomes for advisors and their clients

• Team player, willing to back up colleagues and contribute to group success

• Proactive learner who seeks to expand knowledge of financial products, analytics, and investment strategies

• Professional, reliable, and adaptable in a dynamic back-office operations environment

Gemini Industries Inc. provides technical, management and operations services to support National Security projects. We provide rapid response to the critical needs of our customers and those they serve. We perform analyses and develop operations plans to anticipate and prepare for the future. And we deliver advanced technology to improve our customer's success in executing its mission.

Gemini Seeks Innovative, Results-oriented Individuals With The Creativity, Initiative, And Intelligence To Overcome Any Challenge And Succeed. Members Of The Gemini Team Thrive In a Culture That Is Anticipatory, Agile, And Schedule-driven; With a Sense Of Urgency And a Drive To Succeed. Our Culture Involves

• The best and brightest personnel
• Work at a high operations tempo
• Integrated teams delivering rapid solutions.
• An attitude that balances "I can make it better" with "As long as we succeed."

Strategy and Policy Analyst Journeyman

Location:
NCR (Telework eligible)

Clearance:
TS/SCI (May start with TS/SCI Eligibility)

Education:
BA/BS (or AA/AS plus an additional 4 years of experience)

Outcomes

• The successful candidate is expected to accomplish the following outcomes during the first year in the position:
• Formally track all tasks, to include: assigned by, suspense, status, and comments on all assigned tasks through completion and be prepared to brief upon request.
• Develop digital continuity folders and files that include standard operating procedures, workflows and POC lists to accomplish all tasks.
• Create 2-3 products beyond the client's requirements that positively impact the client to either increase efficiency, effectiveness, or innovation.
• Master position tasks within 60 days and exceed requirements within 90 days.

Responsibilities
The Strategy and Policy Analyst Journeyman support SAF/OC CDMX Plans and Requirements Division
shall provide functional, analytical, and subject matter expertise required to advance the institutionalization across the DoD, while identifying and mitigating impediments impacting DoD MPE operational implementation. Through the DoD MPE Governance processes, and leveraging Departmental policies and guidance, work to identify required staff actions for resolution. Coordinate with the OSD and DoD Components to garner appropriate principal staff advisor and/or responsible proponent organization for enabling DoD MPE objectives and milestones. Ensure linkages are facilitated to other governance forums supporting DoD MPE objectives, to include JADC2, Digital Modernization forums, and Defense Intelligence Enterprise forums. Per section of the PWS, specific responsibilities include but are not limited to:

• Provide Chief Information Officer (CIO)/Information Technology (IT) expertise and analysis for DoD MPE execution relative to U.S. Code Title 10, 40, 44, and 50.
• Analysis, develop, coordinate, and/or provide staff action for DoD; Chairman, Joint Chiefs of Staff, and Department of the Air Force (DAF) issuances relative to DoD MPE.
• Establish relations for coordination with OSD and DoD Components for participation in appropriate forums relative to DoD MPE policy generation and implementation.
• Develop information papers, briefings, analyzes on policy actions impacting DoD MPE networks, cloud-computing, cybersecurity, transport, and data.
• Support and manage DoD MPE governance body to provide oversight and align coalition information sharing efforts with DoD Mission Partners (MP) for efficient execution of resources while improving cross-organizational awareness and collaboration.
• Support development of strategic direction regarding MPE priorities.
• Resolve issues and recommend solutions regarding DoD MPE requirements, technical architecture design, budget advocacy, or policy hindrances; conflicts between Working Groups; or other issues that do not require further escalation to the DoD MPE Executive Steering Committee (ESC) and Senior Leader Board (SLB).
• Facilitate collaboration and decision support with DoD leadership and Mission Partners when issues involve or require high levels of complexity, integration, visibility and approval
• Establish Working Groups and resolve any issues forwarded by them to the ESC.
• Guide key assessments regarding MPE issues from a doctrine, organization, training, materiel, leadership and education, personnel, facilities-policy (DOTMLPF-P) perspective.
• Facilitate meetings, slide preparation, briefing books, meeting establishment, and other necessary tasks for the DoD MPE Senate, ESC, SLB, and other forums, as required.

Qualifications
The candidate must have the following qualifications:

• Minimum of five (5) years of related work experience.
• Minimum of four (4) years of those 5 years of related work experience in support of a DoD component.
• Experience in analyzing defense strategies, policies, and directives to support decision-making, conducting research and collecting data on national security and defense issues.
• Experience assisting with developing action plans to address strategic challenges and contributing to the development of long term strategic plans.
• Proficiency in defense policy analysis, to include familiarity with national security strategy documents.

The Following Qualifications Are Desired

• Understanding of international relations, diplomacy, and military alliances.
• Familiarity with scenario planning and risk assessments.
• Strong writing and presentation skills.

Travel:
Some local travel may be required.

Other Requirements
We seek:

• Highly motivated self-starters
• Resourceful individuals with extraordinary intellectual capability and the ability to rapidly learn and apply new concepts.
• Individuals who have a "let me try" attitude and are resilient, present an opinion/position, justify it, and then accept whatever decision is made and charge forward.
• Individuals who view criticism as an opportunity to improve ("let me try again")
• Individuals who think and create, enhancing the company with a steady flow of fresh ideas, perspective, and energy.

Direct Inquiries And Resumes To Our Talent Management Team
Yashira Santiago

Andrew Ackley

Jose Orellana

Mitchell Jimenez

Gemini Industries Inc.
Telephone:
-
Gemini Industries Inc. is proud to be an Equal Opportunity / Affirmative Action Employer. We are committed to abiding by the requirements of 41 CFR

• 60-1.4(a), a) and a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability and any other basis protected by applicable law.

Do you want to take the first step in making Filipinos' lives better everyday? Here in GCash we want to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation G ka ba? Join the G Nation today

ROLES AND RESPONSIBILITIES A. Does (The tasks / responsibilities that the role performs to address requirements in Key Result Areas) i. Assists the AML Compliance Head in ensuring that the company complies with the anti-money laundering rules and regulations and its Money Laundering and Terrorist Financing Prevention Program (MTPP) 1. Prepares and updates/revises the MTPP, Policies and Procedures, and AML/CFT Institutional Risk Assessment 2. Prepares the materials for the AML Reporting Package and reports the same to the Board of Directors (Corporate Governance Committee and GXI Board) 3. Assists regulators/examiners in the conduct of their regular audit/examination 4. Organizes the timing and content of AML training of officers, board of directors and employees including regular refresher training 5. Supports the AML Compliance Head in all special projects assigned to the unit ii. Assists internal stakeholders in accomplishing due diligence forms requested by partners iii. Provides AML related advice to other members/teams within the organization related to products/services and other AML related concerns. iv. Performs other duties that may be assigned from time to time v. Leads the AML Policy and Advisory Team B. Displays (The Knowledge, Skills, and Behaviors indicating how tasks / responsibilities will be performed) i. Strong working knowledge of the prevailing AML and CFT rules and regulations ii. Strong analytical, investigative and reporting skills

What We Offer
Opportunity for career growth and development in the #1 FinTech company in the country Working with a dynamic and highly collaborative team who want to change the game A company that values their people with highly competitive and flexible compensation and benefits package

Do you want to take the first step in making Filipinos' lives better everyday? Here in GCash we want to stay at the forefront of the FinTech industry by creating innovative, meaningful, and convenient financial solutions for the nation G ka ba? Join the G Nation today

Responsibilities:

• Assists the AML Compliance Head in ensuring that the company complies with the anti-money laundering rules and regulations and its Money Laundering and Terrorist Financing Prevention Program (MTPP)
• Prepares and updates/revises the MTPP, Policies and Procedures, and AML/CFT Institutional Risk Assessment
• Prepares the materials for the AML Reporting Package and reports the same to the Board of Directors (Corporate Governance Committee and GXI Board)
• Assists regulators/examiners in the conduct of their regular audit/examination
• Organizes the timing and content of AML training of officers, board of directors and employees including regular refresher training
• Supports the AML Compliance Head in all special projects assigned to the unit
• Assists internal stakeholders in accomplishing due diligence forms requested by partners
• Provides AML related advice to other members/teams within the organization related to products/services and other AML related concerns.
• Performs other duties that may be assigned from time to time v. Leads the AML Policy and Advisory Team

Qualifications:

• Knowledge of issuances of BSP, AMLC and other regulators Must possess good interpersonal, time management, written and verbal communication skills
• Highly organized and detail-oriented with the ability to work under pressure and within tight deadlines/cut-off
• Preferably with AML certification such as CAMS, CTMA, CGSS or CKYC

What We Offer

Opportunity for career growth and development in the #1 FinTech company in the country Working with a dynamic and highly collaborative team who want to change the game A company that values their people with highly competitive and flexible compensation and benefits package.

We are seeking a highly organized and detail-oriented Research Analyst to support our team with data management and research initiatives focused on healthcare providers across various regions in the U.S. This role involves extensive online research and data entry into HubSpot, helping us expand our network and gain valuable insights into provider specialties and clinic services. The ideal candidate is independent, reliable, and capable of synthesizing large volumes of information into clear, actionable takeaways.

Key Responsibilities:

Data Management: Accurately manage and organize research data within HubSpot, ensuring all entries are complete and up-to-date.

Lead Research: Conduct comprehensive research on healthcare providers across diverse regions in the United States, focusing on specialties, clinic types, and services.

Online Research: Use online tools to gather relevant data on healthcare providers and clinics, focusing on collecting basic contact information, specialties, and any other pertinent data points.

Data Entry in HubSpot: Enter collected data into HubSpot CRM, ensuring accurate and detailed information, including provider specialties and any relevant contact details.

LinkedIn Connections Management: Regularly enter new LinkedIn connections into HubSpot CRM to help build and maintain a robust network database.

Requirements:

Required Skills & Qualifications:

Attention to Detail: High level of accuracy and thoroughness in all tasks, ensuring quality and reliability of research data.

Results-Oriented: Ability to focus on achieving specific outcomes and delivering high-quality results consistently.

Inquisitive Nature: A curious mindset, with a natural drive to seek and verify detailed information.

Organized and Logical: Exceptional organizational skills with a logical approach to research and data management.

Reliability: Dependable and consistent in managing workloads, meeting deadlines, and maintaining accurate data.

Analytical Skills: Skilled in distilling large amounts of information into clear, specific takeaways that are relevant and actionable.

Independent: Ability to work autonomously, taking initiative and managing tasks with minimal supervision.

Preferred Qualifications:

Healthcare Background: Familiarity with healthcare terminology, provider specialties, or previous experience in a healthcare-related research or data management role.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.

Your Team's Impact

Estimates team provides company forecasts consensus collected directly from the research reports and flat file feeds of over 800 contributors across 68 countries. Currently, there are 200+ data items, including 100+ metrics across 18 industries, including Airlines, Banking, Insurance, Oil/Gas, and Retail. In addition to estimates, Actuals and Guidance figures are also collected and provided, offering a comprehensive view of company performance and expectations.

As a Research Analyst, you will be responsible for collating, maintaining, and updating relevant fields in the database with accurate information in accordance with the defined work process. You will be analyzing these content sets by reviewing official updates from our trusted sources that can be in the form of broker reports, feeds, press releases, and other reports; thereby making it available to FactSet clients in real-time and in top quality. You will report to the Team Lead and assist in meeting the team's business goals by meeting your individual targets. You are expected to work onsite three times a week.

What You'll Do

• Collect, analyze and process financial market data from various data sources and into the database utilized by the team.
• Focus and ensure that the integrity of the company's financial market information is intact.
• Provide timely, accurate and reliable demographic and statistical financial market data on internal database and to internal/external clients
• Fix the audit resolutions and recommendations coming from QCPolicy team based on specific guidelines.
• Ensure smooth day to day execution and delivery of your individual goals on your market and other assigned tasks
• Achieve quality, timeliness, and productivity metrics
• Attend all training requirements for process, methodology, workflows, and systems
• Keep track of all communications on updates and new processes and procedures
• Comply with knowledge alignment activities by participating in Process Knowledge Test
• Exercise ownership and accountability of all assigned tasks
• Adapt to ad hoc business requirements
• Attendance to and participation in meetings
• Attendance to skills' enhancement courses

What We're Looking For

Required Skills

• Graduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent
• Computer Literacy to effectively use the database and software for collection and processing of content/data
• Good communications skills - written & verbal
• Numerical skills to ensure understanding of the financial data to be collected and/or processed
• Analytical skills and detail orientation to ensure accuracy of data
• Good Knowledge of financial markets and accountancy (as needed) To ensure effective understanding of assigned content/market

Desired Skills

• Good Knowledge of financial markets and accountancy (as needed) to ensure effective understanding of assigned content/market
• Computer Literacy to effectively use the database and software for collection and processing of content/data
• Must have good communications skills - written & verbal need to interact with external and internal clients
• Numerical skills to ensure understanding of the financial data to be collected and/or processed
• Analytical skills and detail orientation to ensure accuracy of data
• Business process demands to work in night shifts
• Willing to work in rotational shift and extended work hours as per the business needs
• Willing to be assigned to other projects
• Driven by success, enthusiasm, and a desire to exceed target

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
• Learn more about our benefits here .

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

Company Overview:

FactSet ( NYSE:FDS | NASDAQ:FDS ) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at and follow us on X and LinkedIn .

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

The Research Analyst (Research Specialist) provides support to our Public Records division. They are responsible on a daily basis for researching the criminal backgrounds that are requested by our clients. They will build relationships with the court and county clerks, Department of Corrections, Department of Probation and district attorney's offices in order to obtain the proper background information. This is a vital role within Cisive and a pivotal role for our clients as the information we obtain allows our clients to make the best hiring decisions.

The candidate must be willing to WORK ONSITE in Quezon City, following a NIGHT SHIFT schedule.

Responsibilities:

• Review and analyze documentation provided by vendors
• Gauge the estimated time of completion for a criminal record investigation
• Ability to learn and apply the state and federal FCRA rules to meet client specifications
• Contact external parties to inquire or request court information or request additional information
• Input related notes into the system for review and approval by leadership
• Conduct necessary research to obtain documents related to individual cases

Qualifications:

• Graduate of any 2-year or 4-year course, preferred; or has at least completed 2 years of college
• Criminal Justice degree preferred but not required
• Similar experience within the background industry preferred
• Prior internships or 1-3 years' prior work experience within a law firm, court system, county/state police or sheriff's department preferred
• Knowledge of court dockets and the ability to understand legal terminology preferred
• Experience reading and interpreting court documents preferred
• Strong attention to detail
• Strong verbal and written communication skills
• Demonstrated ability to navigate the internet for research activities

Job Summary:

We are seeking a detail-oriented and highly resourceful Research Analyst to support a strategic initiative focused on sourcing and analyzing municipal and HOA data related to roofing infrastructure across South Florida. The goal is to build a comprehensive database of neighborhoods and properties with aging roofs, upcoming roofing projects, or structural vulnerabilities, enabling targeted direct mail outreach to high-potential leads.

• Data Mining & Collection
• Research public records, building permits, city inspection reports, and county-level databases to extract relevant roofing information.
• Identify and document roof age, condition reports, storm damage filings, and insurance-related filings by ZIP code or municipality.
• Review HOA websites, documents, and board meeting minutes to capture any plans, discussions, or budgets related to roof repairs or replacements.
• HOA Intelligence Gathering
• Build a directory of HOAs in targeted regions (Palm Beach, Broward, Miami-Dade counties, etc.).
• Extract contact info, property counts, construction dates, roofing materials, and any documented roof maintenance cycles.
• Track communities requiring uniformity, aesthetic standards, or planned community-wide roof replacements.
• Database Building & Tagging
• Organize findings in a structured CRM or spreadsheet with fields such as: Community Name, Address Range, Roof Type, Year Built, Last Roof Permit, HOA Contacts, Roofing Vendor Notes, and Estimated Replacement Window.
• Tag properties by urgency, opportunity, and mailing-readiness based on age and permit history.
• Insight Reporting
• Provide weekly summary reports with key findings, new HOA additions, and high-priority communities for direct mail campaigns.
• Suggest trends or target clusters that could lead to regional campaigns or partnerships with roofing suppliers.

• Research & Data Skills:
• Strong experience researching public data (city, county, and state sources).
• Understanding of GIS tools, permit lookup systems, and property appraiser databases is a plus.
• Experience with Excel/Google Sheets and CRM data entry.
• Analytical Thinking:
• Able to connect disparate data points (e.g., year built, permit filed, HOA meeting minutes) to generate marketing-relevant conclusions.
• High attention to detail and accuracy.
• Communication:
• Comfortable reaching out to city departments, HOA administrators, or accessing records via formal requests if needed.
• Ability to write concise summaries and tag useful data for marketing handoff.
• Industry Familiarity (Nice to Have):
• Background or exposure to real estate, construction permitting, insurance, or roofing terminology preferred.
• Spanish fluency is a plus, especially when dealing with South Florida municipalities or residents.

Home Office Requirements:

• A stable internet connection with at least 50 Mbps postpaid (must provide a screenshot of a speed test)
• Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI)
• Computer (at least 16 GB RAM and Intel i5 core processor or equivalent)
• Noise-Cancelling Headset
• Power Backup
• Dual Monitor