Associate Investment Operations

Job Description:

Accurately handle moderate to complex cases and trade reversal/adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to:

    - Regular transaction processing surrounding various requests

within New Business

    - Identify Not-In-Good-Order and make necessary actions 

    - Manage and respond to inquiries from various internal and

external stakeholders

    - Conduct further research and investigation on escalated items

    - Research and handling of Adhoc tasks

Identify the need for exception and escalate to appropriate resource for approval Keep current with Investment policies, procedures and maintain processing knowledgeProvide support to the team as required, to participate in a regular program of industry specific training and interdepartmental cross training to ensure continuity of service

Requirements:

At least 2-4 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry BPO/Shared Service experience would be an assetProficient in MS Office Suite, Outlook and TeamsPreferably with experience in Mainframe and/or Form based applications Core competencies:Strong communications skills (verbal and written) in EnglishStrong Attention to DetailEquipped with analytical, research and problem solving skillsComprehensive knowledge in Investment ProductsSolid interpersonal skills to interact with, establish relationships with the Business Units.Able to escalate  in the absence of rules and /or in complex situationsStrong organizational and time management skills with the ability to be flexible to changing environmentsAbility to work independently and willing to collaborate with other team members

Working setup: Hybrid, permanent Night Shift

Location: Quezon City