Investment Process Owner

4 weeks ago

Metro Manila Philippines Xavier School Full time

Xavier School (光啓學校) is a Jesuit Catholic college preparatory institution with a unique blend of Chinese and Filipino heritage. Founded and managed by the Society of Jesus , the school offers a comprehensive K-12 education , including Early Education, Grade School, and High School. With a commitment to academic excellence, personal growth, and service , Xavier School upholds the rich tradition of Jesuit education. The school is PAASCU Level 3 Certified , the highest accreditation from the Philippine Association of Accrediting Schools, Colleges, and Universities, and is an IB World School authorized to offer the International Baccalaureate Diploma Programme (IBDP) . Xavier School also provides international academic opportunities, fostering a global perspective among students. Role Description Full‑time, on‑site position for an Investment Process Owner , based in San Juan, Metro Manila . The Investment Process Owner will manage and ensure the financial integrity of the school’s investment portfolio—recording all investment transactions (purchases, sales, dividends), reconciling balances, and preparing key financial reports. The role ensures strict compliance with accounting standards, institutional policies, and investment guidelines, while working closely with leadership to monitor portfolio performance and support sound financial strategies. Qualifications 3–5 years of accounting experience specifically handling investments or financial reporting Bachelor’s degree in Accounting or Finance (CPA is a strong advantage) Proven expertise in Microsoft Excel for financial modeling, reconciliations, and analysis Strong knowledge of investment strategies, portfolio management, and financial analysis Familiarity with risk management, budgeting, and compliance with accounting standards Excellent attention to detail, analytical thinking, and organizational skills Effective communication and collaboration skills with multiple stakeholders Seniority level Mid‑Senior level Employment type Full‑time Industries Education Administration Programs #J-18808-Ljbffr

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