Investment Operations Analyst (Us Wealth Management, Office-Based)

Investment Operations Analyst (US Wealth Management, Office-based)ConnectOS Mandaluyong, National Capital Region, PhilippinesSchedule : Monday – Friday (9PM - 6AM / 10PM – 7AM PHT)What are we looking for?At least 4+ years of experience in a similar roleExpertise in investment principles, asset allocation, and portfolio managementBackground in banking and / or financial services industryProficiency in Microsoft Office, especially Excel and PowerPointDescriptionDraft and update client investment presentations, including performance reports and market analysisMaintain and update forecasting models for private investment portfoliosManage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value trackingPerform diagnostic analysis and create rebalancing plans on client portfolios; execute Monte Carlo simulations for risk assessmentEnsure compliance with regulatory requirements, including AML / KYCCoordinate with custodians for accurate cost basis reconciliationManage private investment subscriptions and account openingsNice to Have : Familiarity with Excel VBA for automation tasksCFA certificationJoin the team and enjoy benefits such as : Medical, Dental, and Life insurance from day 1, with 2 HMO dependentsPaid Vacation and Sick Leave with quarterly sick leave conversionCompetitive salary and annual appraisalFinancial Assistance ProgramGovernment benefits and 13th Month PayComplimentary sleeping quarters, coffee, fitness facilities, and grab creditsRegular company events and career growth opportunitiesLocation at Mega Tower, EDSA, Metro ManilaConnectOS is a certified Great Place to Work and a top-rated employer in the Philippines.

Our client, an American Financial Services company with over 39 years of experience, is expanding its team to serve client families worldwide with objective, client-focused investment advice.Equal Employment Statement : Employment decisions are made without regard to age, race, color, religion, gender, disability, sexual orientation, gender identity or expression, genetic information, or marital status.

Confidentiality of data is maintained.Senior Level : Mid-Senior levelEmployment Type : Full-timeJob Function : Management and Financial Services

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