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Investment Fund Coordinator

3 weeks ago

Taguig, National Capital Region, Philippines Sun Life Financial Full time
About this Opportunity:

Sun Life Financial is seeking an experienced Cash Management Analyst to join our team. In this role, you will be responsible for managing our cash and investments, preparing financial reports, and coordinating with banks.

Key Responsibilities:
  1. Cash Management:
  • Prepare investable fund reports, collection reports, and daily cash position reports
  • Record cash management related entries in PAM/SUN/SAP
  • Update available and withdrawable balances of various collection accounts and execute fund transfers as needed
  • Coordinate with banks to manage maturities of money market placements
Qualifications:
  • Bachelor's Degree in Accountancy or related field
  • At least 1 year of experience in Treasury Operations
  • Strong analytical and problem-solving skills