Investment Specialist

2 weeks ago


Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱35,000 - ₱50,000 per year

COMPANY PROFILE: With over 49 years of industry experience, this IT company

provides a wide range of services to its clients, including business process and IT

outsourcing.

Position: Investment Specialist (ONLINE INTERVIEW)

Company Industry: IT Company

Work Location: Taguig City

Work Schedule: Nightshift

Salary: Php 35,000 - Php 50,000

Work Set Up: Work onsite

BENEFITS:

Leave Entitlements

Night shift differential

Retirement fund

Share Purchase Plan

Performance Bonus

HMO + dependents

Group Life Insurance

Career growth

Free health consultation

Reward program

JOB REQUIREMENTS:

Bachelor's degree Holder in Finance, Accounting, Economics, or a related discipline

At least 2 years of experience in an analytical or financial services role (asset).

Strong understanding of mutual funds, capital gains, fund compensation, and

investment account operations is an advantage

Can start as soon as possible

Willing to work onsite in Taguig City

JOB RESPONSIBILITIES:

Collaborate within a supportive and team-oriented financial back-office environment.

Ensure all received documentation is complete and adheres to both industry

standards and internal company policies.

Accurately enter all financial and non-financial transactions related to fund firms into

the transfer agency system.

Participate in peer-to-peer quality assurance processes.

Uphold exceptional service standards through consistent high-quality performance.

RECRUITMENT PROCESS: (ONLINE OR FACE TO FACE)

Initial Interview

Final Interview

Job offer

Look for: Ms. Riva

Job Type: Full-time

Pay: Php35, Php50,000.00 per month

Work Location: In person



  • Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱600,000 - ₱800,000

    Job TitleWe are seeking a diligent Investment Operations Specialist to join our operations team.Investment operations professionals will be responsible for updating and maintaining investments, executing ad-hoc adjustments, and managing processes to ensure data accuracy.Liaising with internal departments is crucial in fulfilling requirements and ensuring...


  • Taguig, National Capital Region, Philippines beBeeOpportunities Full time $60,000 - $80,000

    Investment Operations SpecialistWe are seeking an experienced and detail-oriented professional to join our team as an Investment Operations Specialist.The ideal candidate will have a strong understanding of investment structures, including private equity, real estate, infrastructure, and debt. They will be responsible for monitoring and reviewing tax and...


  • Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱35,000 - ₱45,000

    Investment Structure SpecialistWe are seeking a seasoned investment professional to join our team as an Investment Structure Specialist.About the Role:In this key position, you will play a vital role in supporting client investment programs and ensuring adherence to regulatory requirements. Your expertise in understanding various investment structures across...


  • Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000

    Investment Operations SpecialistWe are seeking a detail-oriented and organized individual to join our team as an Investment Operations Specialist. This role will be responsible for maintaining accurate and up-to-date records of investments, ensuring seamless execution of investment operations, and collaborating with internal departments to ensure data...

  • Investment Analyst

    1 week ago


    Taguig, National Capital Region, Philippines WTW Full time

    Job DescriptionThe RoleAs an Analyst in the Manila Research Team you will assist the global Manager Research team in conducting research into investment managers and their investment strategies on behalf of Willis Towers Watson's clients. The initial focus of the role will be supporting the creating and running of analytical reports, together with data...

  • Investment Analyst

    2 weeks ago


    Taguig, National Capital Region, Philippines Q2 HR Solutions Full time

    OverviewRecruitment Specialist at Q2 HR Solutions | Technical RecruiterWork Arrangement: Onsite, DayshiftJob Summary:Demonstrate familiarity with investment and product research and financial modeling/analysis.Main Duties and ResponsibilitiesAssists the investment head in crafting product research (business model review, user journey, etc.)Researching...


  • Taguig, National Capital Region, Philippines beBeeProperty Full time $7,000 - $8,000

    Job DescriptionA Property Valuation Specialist is required to assist with the analysis of real estate investments, including acquisitions and developments. The role involves financial modeling, market research, and preparing reports to support investment decisions.Key Responsibilities:Conduct thorough market research to gather data on comparable properties,...


  • Taguig, National Capital Region, Philippines beBeeInvestment Full time A$24,000

    Job Overview:We are looking for a sales professional with a strong background in investment property to join our advisory team.This role is ideal for individuals who have experience in selling investment properties to clients and want to take their skills to the next level.Key Responsibilities:Conduct thorough consultations with potential clients to...


  • Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱3,000,000 - ₱5,000,000

    Are you interested in a challenging role within our financial services company? We are looking for a motivated and organized individual to join our team as a Junior Investment Execution professional.Key responsibilities of the job include:Updating new investments and maintaining existing investments on internal systems, which are the primary basis for...


  • Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱1,400,000 - ₱2,300,000

    Main ResponsibilitiesUpdate and maintain new investments on internal systems to ensure data accuracy and completeness.Execute adjustments and restructurings of investments/products within clients' databases, applying checks and balances to prevent discrepancies.Contribute to the operational setup of new investments based on their structure within our...