71 Securities Services jobs in the Philippines

About Wells Fargo India & Philippines
Wells Fargo India & Philippines is a critical component of Wells Fargo's strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo India & Philippines is primarily an extension of the technology, operations, and corporate support teams of Wells Fargo. It engages in application development and support, testing, other technology functions, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo's needs. It currently has offices in Bengaluru, Chennai, Hyderabad, and Manila.

About This Role
Wells Fargo is seeking a Securities Operations Director to manage teams within their Wealth and Investment Management Operations, in Manila. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

In This Role, You Will

• Supervise experienced managers and other specialized teams of managers
• Deliver moderate to high complexity organization level initiatives for cross functional stakeholders
• Identify strategies for process improvement and risk control development within security operations
• Lead security operations team by making strategic decisions to resolve complex issues and meet higher risk deliverables
• Develop range of policies and procedures for functions with moderate to higher complexity
• Collaborate and influence all levels of professionals including managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Securities Operations
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 8+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Education:

• Bachelor's degree in Finance, Business Administration, Economics, or related field.

• MBA or relevant postgraduate qualification preferred.

• Professional Finra licenses such as Series 99 are a plus.

• Experience:

• Candidate must have 8+ years of Securities Operations experience within Banking Operations, with at least 4 years in a senior leadership role.

• Proven track record in managing large-scale operations

• Experience with global markets, regulatory environments, and cross-border securities processing, Money Movement etc.

• Technical Skills:

• Strong understanding of securities lifecycle, Money Movement, SWIFT messaging, and market infrastructures (e.g., DTCC, NSCC).

• Proficiency in data analytics tools.

• Familiarity with automation, RPA, AI and digital transformation initiatives in Operations.

• Leadership & Communication:

• Exceptional leadership, stakeholder management, and team development capabilities.

• Strong analytical, problem-solving, and decision-making skills.

• Excellent communication and presentation skills, with the ability to influence senior stakeholders.

• Work Set up / Schedule - candidate must be willing to work within US hours at Taguig City.

Job Expectations:

• Strategic Oversight:

• Lead and optimize end-to-end life cycle of a customer experience , ensuring timely and accurate processing of trades, settlements, Money Movement, Tax Operations etc.

• Drive operational efficiency, risk mitigation, and compliance with regulatory standards.

• Team Leadership:

• Build and mentor high-performing teams across multiple geographies.

• Foster a culture of accountability, innovation, and continuous improvement.

• Risk & Compliance:

• Ensure robust controls are in place to manage operational, regulatory, and reputational risks.

• Collaborate with Compliance, Risk, and Audit teams to maintain a strong control environment.

• Stakeholder Engagement:

• Act as a key liaison with internal business units, custodians, counterparties, and regulators as necessary.

• Represent the firm in industry forums and regulatory discussions if necessary.

• Technology & Transformation:

• Champion automation and digital initiatives to streamline operations and reduce manual touchpoints.

• Partner with IT and transformation teams to implement scalable solutions.

Posting End Date:
12 Oct 2025

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Reference Number
R-

About Wells Fargo India & Philippines
Wells Fargo India & Philippines is a critical component of Wells Fargo's strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo India & Philippines is primarily an extension of the technology, operations, and corporate support teams of Wells Fargo. It engages in application development and support, testing, other technology functions, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo's needs. It currently has offices in Bengaluru, Chennai, Hyderabad, and Manila.

About This Role
Wells Fargo is seeking a Securities Operations Director to manage Money Movement teams within their Wealth and Investment Management Operations, in Manila. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

In This Role, You Will

• Supervise experienced managers and other specialized teams of managers
• Deliver moderate to high complexity organization level initiatives for cross functional stakeholders
• Identify strategies for process improvement and risk control development within security operations
• Lead security operations team by making strategic decisions to resolve complex issues and meet higher risk deliverables
• Develop range of policies and procedures for functions with moderate to higher complexity
• Collaborate and influence all levels of professionals including managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Securities Operations
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 8+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Education:

• Bachelor's degree in Finance, Business Administration, Economics, or related field.

• MBA or relevant postgraduate qualification preferred.

• Professional Finra licenses such as Series 99 are a plus.

• Experience:

• Candidate must have 8+ years of experience in Banking Operations, with 4+ years in a senior leadership role.

• Proven track record in managing large-scale operations

• Experience with global markets, regulatory environments, and cross-border securities processing, Money Movement etc.

• Technical Skills:

• Strong understanding of securities lifecycle, Money Movement, SWIFT messaging, and market infrastructures (e.g., DTCC, NSCC).

• Proficiency in data analytics tools.

• Familiarity with automation, RPA, AI and digital transformation initiatives in Operations.

• Leadership & Communication:

• Exceptional leadership, stakeholder management, and team development capabilities.

• Strong analytical, problem-solving, and decision-making skills.

• Excellent communication and presentation skills, with the ability to influence senior stakeholders.

• Work Set up / Schedule - candidate must be willing to work on late mid shift with flexibility for US hours schedule at Taguig City.

Job Expectations:

• Strategic Oversight:

• Lead and optimize end-to-end life cycle of a customer experience , ensuring timely and accurate processing Money Movement transactions.

• Drive operational efficiency, risk mitigation, and compliance with regulatory standards.

• Team Leadership:

• Build and mentor high-performing teams across multiple geographies.

• Foster a culture of accountability, innovation, and continuous improvement.

• Risk & Compliance:

• Ensure robust controls are in place to manage operational, regulatory, and reputational risks.

• Collaborate with Compliance, Risk, and Audit teams to maintain a strong control environment.

• Stakeholder Engagement:

• Act as a key liaison with internal business units, custodians, counterparties, and regulators as necessary.

• Represent the firm in industry forums and regulatory discussions if necessary.

• Technology & Transformation:

• Champion automation and digital initiatives to streamline operations and reduce manual touchpoints.

• Partner with IT and transformation teams to implement scalable solutions.

Posting End Date:
30 Dec 2025

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Reference Number
R-

About Wells Fargo India & Philippines

Wells Fargo India & Philippines is a critical component of Wells Fargo's strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo India & Philippines is primarily an extension of the technology, operations, and corporate support teams of Wells Fargo. It engages in application development and support, testing, other technology functions, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo's needs. It currently has offices in Bengaluru, Chennai, Hyderabad, and Manila.

About this role:

Wells Fargo is seeking a Securities Operations Director to manage Money Movement teams within their Wealth and Investment Management Operations, in Manila. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

In this role, you will:

• Supervise experienced managers and other specialized teams of managers
• Deliver moderate to high complexity organization level initiatives for cross functional stakeholders
• Identify strategies for process improvement and risk control development within security operations
• Lead security operations team by making strategic decisions to resolve complex issues and meet higher risk deliverables
• Develop range of policies and procedures for functions with moderate to higher complexity
• Collaborate and influence all levels of professionals including managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Securities Operations
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 8+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Education:
• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• MBA or relevant postgraduate qualification preferred.
• Professional Finra licenses such as Series 99 are a plus.
• Experience:
• Candidate must have 8+ years of experience in Banking Operations, with 4+ years in a senior leadership role.
• Proven track record in managing large-scale operations
• Experience with global markets, regulatory environments, and cross-border securities processing, Money Movement etc.
• Technical Skills:
• Strong understanding of securities lifecycle, Money Movement, SWIFT messaging, and market infrastructures (e.g., DTCC, NSCC).
• Proficiency in data analytics tools.
• Familiarity with automation, RPA, AI and digital transformation initiatives in Operations.
• Leadership & Communication:
• Exceptional leadership, stakeholder management, and team development capabilities.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and presentation skills, with the ability to influence senior stakeholders.
• Work Set up / Schedule - candidate must be willing to work on late mid shift with flexibility for US hours schedule at Taguig City.

Job Expectations:

• Strategic Oversight:
• Lead and optimize end-to-end life cycle of a customer experience , ensuring timely and accurate processing Money Movement transactions.
• Drive operational efficiency, risk mitigation, and compliance with regulatory standards.
• Team Leadership:
• Build and mentor high-performing teams across multiple geographies.
• Foster a culture of accountability, innovation, and continuous improvement.
• Risk & Compliance:
• Ensure robust controls are in place to manage operational, regulatory, and reputational risks.
• Collaborate with Compliance, Risk, and Audit teams to maintain a strong control environment.
• Stakeholder Engagement:
• Act as a key liaison with internal business units, custodians, counterparties, and regulators as necessary.
• Represent the firm in industry forums and regulatory discussions if necessary.
• Technology & Transformation:
• Champion automation and digital initiatives to streamline operations and reduce manual touchpoints.
• Partner with IT and transformation teams to implement scalable solutions.

Posting End Date:

30 Dec 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Securities Operations Representative

In this role, you will:

• Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
• Support securities operations
• Identify ways to improve the overall process
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Receive direction from supervisor and coordinate situations involving other departments
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Completed 2nd year in college (bachelor's degree course) or associate degree
• Extensive working experience (voice and back-office support) in the BPO/Contact Center financial account or Financial Services industry
• Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Posting End Date:

28 Sep 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Tahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities.

This is a full-time role, on a US shift and on a WFH set-up.

If you have the right skill set, this may be your opportunity to enter this fast-growing organization.

DUTIES AND RESPONSIBILITIES:

• Perform in-depth company and industry research supporting specific client engagements, business development, and marketing opportunities.
• Collect, organize, and analyze information from relevant internal and external sources.
• Perform financial modeling and valuation assessments using various methodologies (e.g., DCF analysis, Comparable Company and Comparable Transactions analyses, etc.).
• Research and contact potential financial and strategic buyers and/or sellers.
• Coordinate due diligence process, manage data room, and prepare management meeting materials.
• Identify transaction opportunities, write and prepare transaction-related documentation and marketing materials, including: information memorandum, pitch books, corporate profiles, and market data and analysis.
• Serve as a critical team member in the execution of advisory and financing transactions, ultimately able to work independently to lead deals.
• Act within professional, ethical, legal, and risk boundaries and guidelines.

QUALIFICATIONS:

• At least 5 years of experience in a banking, consulting, accounting, or finance role in a company environment is strongly preferred.
• Other quantitative/financial analysis/project management experience is desirable.
• Experience with financial statement analysis, three-statement modeling, valuation analysis, and managing due diligence analysis is required.
• Excellent financial analysis, research, presentation, and project management skills.
• Excellent communication skills and must be a clear communicator, with concise writing skills and the ability to collaborate professionally by phone and in video conference with colleagues, clients, and prospective counterparties.
• High level of energy, enthusiasm, creativity, and integrity.
• Knowledge with Capital IQ, Factset, and Pitchbook is a plus, but not required.

WHAT'S IN IT FOR YOU?

• Full-time permanent position
• Competitive compensation package and benefits
• Be part of a dynamic US Team
• 13th-month pay
• Paid Leaves, convertible to cash
• Access top-tier health insurance, including dental coverage.
• Personal development and training opportunities
• We cover Government-mandated benefits (SSS, Phil health, Pag Ibig, Maternity or Paternity leave benefit, Solo Parent Leave, etc.)
• Participate in a variety of activities, including team outings, sports events, and other fun events to foster camaraderie.

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Apply now and be part of TahcheNot a candidate? If you're a foreign business looking to build world-class teams with top Filipino professionals, why not HIRE WITH TAHCHE? Visit our website at to learn how.

Job Types: Full-time, Permanent

Pay: Php80, Php100,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Promotion to permanent employee
• Work from home

Application Question(s):

• Have you worked directly on mergers and acquisitions (M&A) or private equity transactions in a banking, consulting, or finance role?
• How long is your experience in banking, consulting, accounting, or corporate finance?
• Have you built and used financial models such as Discounted Cash Flow (DCF), Comparable Company Analysis, or Precedent Transactions Analysis?
• Have you ever managed or supported a due diligence process (e.g., data room management, preparing client materials)?
• Are you willing to work full-time on a U.S. Eastern Time shift in a remote setup?

Work Location: Remote

We're helping an international finance and M&A consultancy find a Investment Banking Analyst to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups.

You'll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers, detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets.

Part time to start, 24 hours/week (with potential to transition to full time)

Schedule: CET working hours

Location: Fully Remote (PH-based candidates preferred)

Engagement: Independent Contractor

Compensation: $1440-$200 (based on a 24-hour workweek, depending on level of experience); 2400- 3680 for full time

• Financial Modelling (Forecast & Scenario Analysis)
  
  Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management).
  
  Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps).
• Historical Restatement & Data Hygiene
  
  Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats.
  
  Maintain version control, audit trails, and traceability from trial balance to model.
• Reporting Templates & Automation
  
  Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.
  
  Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates.
• Transaction Support (Model-Led)
  
  Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments).
  
  Translate model outputs into charts and visuals for investment memorandums and management presentations.
• Quality Assurance & Standards
  
  Follow strict QA processes (FAST/SMART methodology).
  
  Double-check every formula, input, and output — your work must be flawless.
  
  Ensure transparency through consistent assumptions pages, error checks, and version logs.

• 3–6 years of experience in M&A, Transaction Services, or FP&A, ideally from a Tier 1 investment bank or M&A boutique.

• Candidates with more years of experience will also be considered if they remain flexible and open to new approaches.

• Strong experience working with software companies; exposure to deeptech (e.g., chipmakers) is a plus.
• Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs).
• Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs).
• Ability to turn messy data into clear historicals and models — quickly and accurately.
• Strong communication and interpersonal skills — able to explain the story behind the numbers.
• Meticulous attention to detail and ability to self-check work before submission.

• Experience preparing materials for investment memorandums (IMs).
• Familiarity with CAPEX modelling and debt structuring.
• Previous experience in software or SaaS transactions; exposure to deeptech deals a bonus.

• They own the numbers — every figure must be backed by logic, traceability, and quality assurance.
• They balance precision with practicality — models should be easy to hand over and fast to update.
• They translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.

• Initial Interview
• Finance Case + bonus assignment

• Second Interview

• Valuation Case Test

• Final Interview

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