Investment Fund Analyst

About this Role:Vantage Equities, Inc. (V) seeks a highly skilled Fund Accounting Professional to join our team. As a key member of our accounting department, you will be responsible for overseeing daily accounting operations for Mutual Funds and Investment Management Accounts (IMAs).Your primary focus will be on ensuring accurate financial statements that...

The Fund Accounting Specialist oversees daily accounting operations for Mutual Funds and Investment Management Accounts (IMAs), ensuring accurate financial statements that comply with GAAP, regulatory requirements, and industry standards. This role liaises with internal and external auditors to facilitate smooth audit processes and ensures adherence to...

ResponsibilitiesPurpose:The Research Analyst role is to collect and process fund data while observing the specified methodology. Update FactSet Database for accurate and timely integration of fund data.

Taguig City, NCR, Philippines Financial Markets and Wealth ManagementThe Investments Officer is responsible for the administration and management of the investment portfolios of various accounts and funds.Key Responsibilities:Manage portfolios according to approved investment policiesRebalance portfolios after:Contribution or withdrawalsChange in allocation...

Are you a detail-oriented Investment Planning Specialist looking for a new challenge? Look no further than Two Summit Life Insurance Agency!Key ResponsibilitiesHelp clients achieve their long-term investment goals through personalized planning.Stay informed about market trends and regulatory changes.We offer a supportive work environment with part-time or...

Capex Finance and Investment CorporationOn-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionAnalyze business processes and identify areas for improvement.Gather and document business requirements from stakeholders.Collaborate with cross-functional teams to design solutions.Prepare reports and presentations to communicate findings.Support project...

Job Summary:We are seeking an experienced Accounting Specialist - Fund Management to join our team at Vantage Equities, Inc. (V). As a key member of our accounting department, you will be responsible for overseeing daily accounting operations for Mutual Funds and Investment Management Accounts (IMAs).Your primary focus will be on ensuring accurate financial...

Job Description:The Chief Investment Governance Officer will oversee the governance framework and investment performance reporting for AIA's investment portfolios. This role involves ensuring compliance with regulatory requirements, optimizing investment decision-making processes, and providing comprehensive performance reports to stakeholders.Key...

Job Description:The Financial Analyst at Vantage Equities, Inc. (V) oversees daily accounting operations for Mutual Funds and Investment Management Accounts (IMAs), ensuring accurate financial statements that comply with GAAP, regulatory requirements, and industry standards.This role liaises with internal and external auditors to facilitate smooth audit...

Job DescriptionAs an Investment Analyst in the Manila Research Team, you will assist the global Manager Research team in conducting research into investment managers and their strategies.

Utilize your analytical skills to acquire and process fund information, ensuring accuracy and timeliness in our database.Maintain a high level of production and accuracy in your work.Effectively manage existing fund coverage in our database, adhering to established procedures.Interpret and integrate data quickly and qualitatively, following strict rules and...

RequirementsTo be successful as a Trust Investment Officer, you will need:A college degree in business or a related field, preferably finance, economics, or business administration.At least 1 year of experience in trust business or equivalent experience in trust investments or trading.Completed training hours in trust, other fiduciary business, or investment...

Required Skills and QualificationsBachelor's Degree in Business, Marketing, or equivalentUnit Investment Trust Fund CertifiedMinimum of 1 year of experience in Marketing & Sales Team, Treasury Marketing, Trust Marketing, investment house, mutual funds, or similar fieldsProficient in Trust & Investments Product Development, Marketing, Relationship Management,...

RequirementsBachelor's degree in Business Administration, Information Technology, or a related field.1-3 years of experience as a Business Analyst with a strong background in finance and analysis.Proficiency in Excel, RDBMS, TOGAF, BPMN, and ECBA certification.Working ConditionsThis role requires excellent analytical skills, attention to detail, and the...

Role Overview:Vantage Equities, Inc. (V) is seeking a highly skilled Portfolio Administrator to join our team. As a key member of our accounting department, you will be responsible for overseeing daily accounting operations for Mutual Funds and Investment Management Accounts (IMAs).Your primary focus will be on ensuring accurate financial statements that...

Finance and Operations Associate AnalystOn-site - Taguig 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsPerformance BonusGovernment Mandated BenefitsInsurance Health & WellnessHMOProfessional DevelopmentJob TrainingBereavement Leave, Maternity & Paternity Leave, Sick Leave, Solo Parent Leave, Special Leave for Women, Unpaid...

Role SummaryWe are seeking a highly skilled CFO to lead our financial strategy and drive growth. The successful candidate will have experience in venture funding, private equity, and investment structuring.Key ResponsibilitiesDevelop and execute a long-term financial strategy that aligns with venture capital investments and portfolio growth.Drive capital...

About the Role:We are looking for a highly skilled Environmental Risk Analyst to join our team. The ideal candidate will have a strong background in risk analysis and experience working in the banking industry.Key Responsibilities:Implement Sustainable Finance Strategy: Develop and implement RCBC's sustainable finance strategy in accordance with the Bank's...

Citigroup Inc. is a leading global financial services company that has been in operation for over two centuries.We are seeking a high-caliber professional to join our team as Assistant Vice President, Securities and Derivatives Sr. Analyst - Hybrid based in Manila, Philippines.In this role, you will be responsible for resolving complex process problems,...

About Citigroup Inc.Citigroup Inc. is a global financial institution that provides a range of financial products and services to individuals, corporations, governments, and institutions. Our mission is to serve as a trusted advisor and partner to our clients at every stage of their financial journey.We're currently looking for a high caliber professional to...