Investment Operations Specialist

4 days ago


Taguig, National Capital Region, Philippines Sun Life Financial Full time

Sun Life Financial is a leading international financial services organization that offers a wide range of insurance, wealth, and asset management solutions. We are seeking an experienced Investment Services Analyst to join our team in Manila.

The successful candidate will have expertise in processing SLIMTC transactions, managing cash and liquidity, and reconciling cash and securities. They will also have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

About the Role:

  • Process complex financial transactions
  • Manage cash and liquidity
  • Reconcile cash and securities
  • Assist with broker/counterparty onboarding
  • Support daily NAV validation

About Us:

Sun Life Financial is a global company with a rich history of providing financial protection and wealth creation solutions to individuals and businesses. We are proud of our commitment to making a positive impact on the communities we serve.



  • Taguig, National Capital Region, Philippines Cobden & Carter International Full time

    Job DescriptionCobden & Carter International is seeking an experienced Investment Operations Analyst to join our team.The successful candidate will be responsible for onboarding new managers and funds to the trading platform, as well as supporting their account opening process for inclusion in existing clients' portfolios.ResponsibilitiesCoordinate tax and...


  • Taguig, National Capital Region, Philippines Willis Towers Watson Full time

    SummaryThis role's key responsibilities will be to complete the necessary tasks to onboard new managers and underlying funds to our trading platform, while supporting the account opening process for these funds to be included in our target portfolios for existing clients. The Investment Operations Analyst will coordinate legal negotiations with internal and...


  • Taguig, National Capital Region, Philippines W Group Full time

    Are you an experienced investment professional looking for a new challenge? Apply now for the Investment Advisory Specialist role at W Group.About the RoleIn this position, you'll provide expert advice on investment strategies and portfolio management.A strong understanding of market analysis, risk assessment, and regulatory compliance is essential.A minimum...


  • Taguig, National Capital Region, Philippines Cobden & Carter International Full time

    Investment Operations Analyst - Manager OnboardingYou will be responsible for onboarding new managers and funds to the trading platform and supporting their account opening process for inclusion in existing clients' portfolios. The Investment Operations Analyst will coordinate legal negotiations, facilitate the review and execution of contracts and fund...


  • Taguig, National Capital Region, Philippines JTI Full time

    Title: Community Investment Specialist (Fixed-term)Job ID: 98847Country: PhilippinesProfessional area: Corporate Affairs & CommunicationsContract type: Fixed TermProfessional level: ExperiencedLocation: Taguig City, PH, 00000Reporting to: Community Investment ManagerDuty Post: Taguig CityType of Employment: Fixed-term (6 months)Application Duration: This job...


  • Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full time

    Head of Investment OperationsHead of Investment OperationsApply locations Philippines - BGC Taguig time type Full time posted on Posted Yesterday job requisition id R-0021840About FWD GroupFWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets...


  • Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full time

    OverviewFWD Group is a leading pan-Asian life and health insurance business serving over 12 million customers across 10 markets. The company's vision is to revolutionize the insurance industry through innovation, customer-centricity, and digitalization.This role plays a critical part in driving FWD's investment strategy and operations. Reporting to the Head...

  • Investment Analyst

    13 hours ago


    Taguig, National Capital Region, Philippines Willis Towers Watson Full time

    Job DescriptionThe RoleAs an Analyst in the Manila Research Team you will assist the global Manager Research team in conducting research into investment managers and their investment strategies on behalf of Willis Towers Watson's clients. The initial focus of the role will be supporting the creating and running of analytical reports, together with data...

  • Investment Analyst

    7 days ago


    Taguig, National Capital Region, Philippines WTW Full time

    On-site - Taguig 3-5 Yrs Exp Bachelor Full-timeJob DescriptionThe RoleAs an Analyst in the Manila Research Team you will assist the global Manager Research team in conducting research into investment managers and their investment strategies on behalf of Willis Towers Watson's clients. The initial focus of the role will be supporting the creating and running...


  • Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full time

    FWD Group OverviewFWD Group is a leading pan-Asian life and health insurance business with a presence in 10 markets, serving over 12 million customers. Our vision is to revolutionize the insurance industry through innovation, customer-centricity, and digitalization.This role plays a pivotal part in driving FWD's investment strategy and operations, reporting...


  • Taguig, National Capital Region, Philippines W Group Full time

    On-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionKey Responsibilities:Conduct in-depth market research and analysis to identify investment opportunities and trends.Develop, implement, and manage investment strategies to optimize portfolio performance.Evaluate the performance of external consultants and advisors by reviewing their...


  • Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full time

    About UsFWD Group is a dynamic pan-Asian life and health insurance business committed to changing the way people feel about insurance. With over 12 million customers across 10 markets, we strive to deliver innovative propositions, easy-to-understand products, and a simpler insurance experience.This role offers an exciting opportunity to lead FWD's investment...


  • Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full time

    About FWD GroupFWD Group is a pan-Asian life and health insurance business with over 12 million customers across 10 markets. The company's mission is to change the way people feel about insurance through innovative propositions, easy-to-understand products, and a simpler insurance experience.This role requires managing the investment function and assisting...

  • Investment Analyst

    5 days ago


    Taguig, National Capital Region, Philippines MA Financial Group Full time

    Get AI-powered advice on this job and more exclusive features.MA Financial Group is a global alternative asset manager specialising in private credit, real estate and hospitality. We lend to property, corporate and specialty finance sectors and provide corporate advice.We invest and manage $9.9 billion on behalf of our clients, have $128 billion in managed...


  • Taguig, National Capital Region, Philippines Sun Life Financial Full time

    Investment Services AnalystInvestment Services AnalystApply locations: Taguig City, National Capital Region (Manila)Time type: Full timePosted on: Posted 3 Days AgoJob requisition id: JR00106245You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with...


  • Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full time

    Specialist, Investment AccountingApply locations Taguig, PH-AIA Philippines time type Full time posted on Posted 30+ Days Ago job requisition id JR-51057FIND YOUR 'BETTER' AT AIAWe don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.We believe in empowering every one of our people to find...


  • Taguig, National Capital Region, Philippines AboitizPower Full time

    We are looking for a Business Valuation and Investment Strategy Professional who can help us make informed decisions about capital investment. The ideal candidate will have a strong background in business valuation and investment strategy.About the Role:The primary purpose of this role is to focus on the details of the projects of the Corporate Finance team...


  • Taguig, National Capital Region, Philippines BingoPlus Offline Operations Full time

    Job DescriptionAs a Marketing Activations Specialist/Coordinator at BingoPlus Offline Operations, you will play a crucial role in driving the success of our in-store and nationwide marketing initiatives.Key responsibilities include:Developing and executing marketing strategies that meet business objectivesCollaborating with cross-functional teams to ensure...


  • Taguig, National Capital Region, Philippines BingoPlus Offline Operations Full time

    Marketing Activations Specialist/CoordinatorTaguig, National Capital Region, PhilippinesThe ideal candidate will be responsible for assisting various coordinations on the ideation and implementation of in-store/region wide/nationwide marketing activation projects of the Offline Operations. Provide administrative support by performing other related tasks...


  • Taguig, National Capital Region, Philippines MA Financial Group Full time

    Company OverviewMA Financial Group is a global alternative asset manager specialising in private credit, real estate and hospitality. We lend to property, corporate and specialty finance sectors and provide corporate advice.We have a team of over 600 professionals across various locations. MA Financial is a place of opportunity and unlimited potential. It's...