Strategic Investment Advisor

7 days ago


Manila, National Capital Region, Philippines beBeeInvestment Full time ₱1,200,000 - ₱1,500,000
Business Consultant Role

We are seeking a seasoned professional to fill the Business Consultant position in our Investment Compliance department, based in Manila.

The ideal candidate will be responsible for supporting onsite consultants and clients in developing specifications of regulatory and internal investment compliance requirements.

  • Develop detailed specifications based on reference data and validate with client/onsite consultant.
  • Create compliance investment rules in SimCorp Dimension.
  • Design and deliver a comprehensive solution set to meet client needs, modeling operational workflows around SimCorp Dimension, customizations, and delivering standard configuration solutions.
  • Craft customized components to meet client specifications.
  • Collaborate with clients to develop an overall test strategy and test plans, and support clients in the execution of test cases, troubleshooting, and resolving issues as they arise.
  • Perform configuration hand-over to onsite consultants and clients.
  • Engage with customers' Legal Departments.

Strong experience defining investment restrictions or trading limits in financial IT systems is required, along with familiarity with a broad range of asset classes and financial instrument types, including derivatives.

A degree in Finance, Economics, Physics, Maths, Law, Science, or Engineering is essential, coupled with effective communication skills, particularly in virtual collaboration, and fluency in English.



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