Investment Operations Leader

14 hours ago

Quezon City, National Capital Region, Philippines beBeeOperations Full time ₱80,000 - ₱150,000
About the Role">

We are seeking a seasoned investment operations leader to join our team. As a Director of Investment Operations, you will be responsible for overseeing the day-to-day processing and transformation of our function.

The Investments business has embarked on a multi-year journey to drive digitization, automation, and increase straight-through processing and leverage our global hub for more end-to-end functions.

You will work closely with global functional leaders to support both the day-to-day processing and transformation of our function.

Key Responsibilities
  • Manage day-to-day business relationship management and oversight of services with a proven track record of managing global cross-functional relationships.
  • Responsible for the escalation and quick resolution of any operational service issues.
  • Evaluate and refine processes to improve efficiency, risk mitigation, and quality standards.
  • Contribute to the development of overall procedures and policies. Ensure these are executed as intended by subordinate teams through subordinate managers.
  • Develop the capability of the service by leveraging expertise in investment products, operational excellence practices, and the transaction/customer lifecycle.
  • Support and deliver on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes and submission of business cases for prioritization in the change agenda.
Requirements
  • Retail undergraduate degree in Business Administration, Finance, Economics, etc.
  • 8+ years of relevant experience in Investment Operations and/or Wealth Management.
  • Sound experience of end-to-end Trade and Cash Management process and SWIFT Standards, Onboarding and Static Maintenance, Asset Servicing (Corporate Actions), Reconciliation, Investment Accounting, Client Reporting, Data and Performance.
  • Strong market knowledge including regulatory changes affecting the Investment Operations Industry globally.
  • Commitment to client service & problem resolution.
  • Solid understanding of the business environment through practical experience.
About Us

We offer a dynamic and inclusive work environment where you can grow your career and develop professionally. We believe in recognizing and supporting our employees' well-being and inclusion.

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