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Investment Accountant

1 month ago


Taguig, National Capital Region, Philippines W Group Inc. Full time

Qualifications:

  • Bachelor's degree in Accounting, Finance, Economics, or a closely related discipline.

  • Minimum of three (3) years of experience in auditing, accounting/fund accounting, investment banking, or capital markets.

  • Solid knowledge of regulatory requirements, risk evaluation, and market research.

  • Possession of a professional certification or license in finance or investments is a plus.

Key Responsibilities:

  • Perform market research and analysis to develop investment plans and oversee portfolio management.

  • Coordinate meetings and maintain communication between company executives and third-party service providers, including consultants and advisors.

  • Assess the effectiveness of consultants and advisors by reviewing their reports and data systems.

  • Ensure compliance with the company's investment policies, strategic plans, and regulatory guidelines.

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