Financial Investment Strategist

3 days ago

Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱986,153 - ₱1,210,060
Investment Policy Role Overview

We seek an experienced investment professional to join our team, supporting high-net-worth clients. Key responsibilities include developing analytics for advisors and clients, processing adjustments to accounts, and interpreting financial data.

Key Responsibilities
  • Post-secondary degree in Business, Finance, Accounting, Economics, or a related field (required)
  • Minimum 2 years of experience in an analytical or financial services role
  • Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations
Essential Skills and Qualifications
  • Exceptional accuracy and attention to detail in data analysis and reconciliation
  • Strong analytical and problem-solving skills, with ability to interpret financial data and provide remediation recommendations
  • Excellent interpersonal and communication skills, both written and verbal
Benefits and Opportunities

This role offers the opportunity to work with a dynamic team, develop strong analytical skills, and contribute to the success of our organization.

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