Chief Investment Operations Specialist

2 days ago


General Santos, Soccsksargen, Philippines beBeeFinancial Full time ₱4,800,000 - ₱7,200,000
Job Overview

The role of Senior Financial Analyst involves providing support to the Chairman's private interests and investments while working closely with the Accounting Manager.

Key Responsibilities:
  • Ensure timely and accurate consolidation of accounts, including investment vehicles, trusts, and holding companies.
  • Process and monitor payments, receipts, and intercompany transactions.
  • Liaise with Fund Managers and System Administrators to resolve discrepancies.

Other key responsibilities include maintaining accurate records of investment portfolios and overseeing all related accounting entries.

Requirements:
  • Degree in Accounting, Finance, or related field; professional certification (ACCA, CPA, or equivalent) preferred.
  • Minimum 3–5 years of relevant experience, ideally in a family office, private wealth, or investment environment.
  • Proficiency in accounting software (e.g., Xero, QuickBooks, SAP) and MS Office Suite.
  • High attention to detail, integrity, and ability to handle confidential information.


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