Financial Operations Specialist

3 days ago

Manila, National Capital Region, Philippines beBeeOperational Full time ₱6,000,000 - ₱8,000,000
Trade Lifecycle Professional

The role of Trade Lifecycle Analyst is crucial in managing pre- and post-trading operations. This position involves coordinating cash movements, funding coordination, and process enhancements to improve operational efficiency.

This involves managing cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds. Additionally, collaboration with other business lines is necessary for proper funding coordination.

The role requires a foundational understanding of market products and regulations, which must be applied to daily operations and decision-making processes.

Key Responsibilities:
  • Manage cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds.
  • Collaborate with other business lines to facilitate proper funding, ensuring seamless coordination and communication.
  • Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
  • Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
Required Skills and Qualifications:
  • Strong analytical and problem-solving skills, including knowledge of financial markets and transaction lifecycles.
  • Experience with process improvement methodologies and automation technologies, focusing on operational efficiency.
  • Ability to establish productive relationships with internal stakeholders, demonstrating proficiency in stakeholder management.
Preferred Qualifications:
  • Background in Economics or Industrial Engineering, enhancing understanding of complex financial operations.
  • Experience in finance industry operations, demonstrating capability in managing and optimizing financial processes.
  • Proficiency in VBA, adding value through automation and efficiency improvements in financial operations.

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