Operations Officer

About

At , we believe that the future of investing is digital. From Fixed-Income Securities to Real Estate, we believe that convenient access to investing should become a right for every Filipino.

As one of the first retail brokerages that is able to offer Philippine Government Bonds to the public in a purely digital manner, we feel a sense of duty to our users and to the ecosystem to provide the most effective way of enabling securities trading for our customers. We expect our team to share in this responsibility and cherish our vision of providing our clients with access to different financial products.

We are looking for new team members that have a passion to rethink and reimagine financial services using state of the art technology, engage a largely underserved industry, and thrive in a start-up environment.

If this sounds like you, then we'd love to talk

About the Role

The Officer Operations role is responsible for overseeing and managing the daily operations of , ensuring efficiency, accuracy, and compliance with internal policies and regulatory requirements. This role involves supporting trading settlement, transaction processing and reporting activities, as well as maintaining a high level of service quality by employing industry best practices for treasury back-office operations. The Operations Lead will work closely with various teams to streamline and design processes, mitigate risks, and contribute to the company's mission of providing a seamless and accessible investment platform for Filipino customers.

General Responsibilities

• Handling the day-to-day activities of a high visibility, multi-function & multi-team department, including but not limited to checking, validation, and approval of payments/disbursements, fixed-income assets, and other financial market transactions, account balance movements, and reconciliation of accounts.
• Act as secondary checker alongside the assistant manager, making sure that output files are correct and that intended SLA's in terms of submission are met.
• Identifying, developing, and improving processes with a focus on enhancing efficiency and optimizing resources.
• Identifying and assessing risk, managing effective controls, and addressing results in internal and external audits.
• Processing of fixed-income trades, fx and cash end-end settlements.
• Other tasks as assigned or delegated by the department head and/or supervisors.

Qualifications

• Bachelor's degree from an accredited college or university is required
• Excellent written and oral communication skills.
• Experience in Finance, bank, or treasury (cash, fixed income, equities, FX, etc.) settlement operations and systems is preferred but not required.
• Technical Skills: Expertise in Google and Microsoft Office software and applications especially Excel and/or Sheets.

Our Culture

Communication

• We prioritize clear and transparent communication, ensuring that there is clarity among everyone we work with.
• We aim to have a collaborative environment, where innovative ideas in investment strategies are shared openly and constructively, driving the industry forward.

Customer-focus

• We think about how our decisions impact our customers and ensure we provide the best experience that we can.
• We believe in building lasting relationships with our clients, constantly learning from and listening to them, and always striving to look out for what's best for both sides.

Commitment

• We always aim to do the right thing and to do the right thing, excellently. We take accountability seriously and uphold ourselves to high standards, ensuring that we execute with attention to detail.
• We are dedicated to the long-term success of our clients in the dynamic world of financial technology, maintaining integrity and professionalism in every aspect of our work.