Senior Financial Analyst

1 day ago


Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000
Financial Analyst Role

We are currently seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will support the high-net-worth product lines and create analytics for advisors and their clients.

This role involves processing adjustments to high-net-worth accounts resulting from internal or external errors. You will need to work closely with the Back-Office Operations team to ensure accurate and timely execution of these tasks.

A key aspect of this role is analyzing financial data to identify trends and opportunities for improvement. Your strong analytical skills and attention to detail will be essential in delivering high-quality results.

Key Responsibilities
  • Process adjustments to high-net-worth accounts
  • Analyze financial data to identify trends and opportunities for improvement
  • Work closely with the Back-Office Operations team to ensure accurate and timely execution of tasks
Requirements
  • Minimum of 2 years of experience in an analytical or financial services role
  • Strong understanding of mutual funds, capital gains, fund compensation, and investment account operations
  • Familiarity with financial industry processes, including plan types, tax rules, and trade types
Skills & Qualifications
  • Exceptional accuracy and attention to detail, particularly in data analysis and reconciliation
  • Strong analytical and problem-solving skills, with the ability to interpret financial data and provide remediation recommendations
  • Ability to conduct comparative financial analyses (e.g., market value comparisons, fund compensation estimates, capital gain projections)
Benefits

This role offers a dynamic and challenging environment where you can grow your skills and expertise. You will have access to ongoing training and development opportunities, as well as regular feedback and coaching from experienced colleagues.

Our company values teamwork, innovation, and excellence in all aspects of our business. We strive to create a positive and inclusive work environment that supports the well-being and success of our employees.

About Us

We are a leading IT and business consulting services firm, serving clients across the globe. Our company is built on a culture of ownership, respect, and belonging, where every employee has the opportunity to contribute and grow.



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