Investment Analyst - Operations (US Wealth Management, Office-based)

Schedule : Monday – Friday (9PM - 6AM / 10PM – 7AM PHT)

What are we looking for?

Skills Required :

• At least 4+ years of experience on a similar role
• Expertise in investment principles, asset allocation and portfolio management.
• Background in banking and / or financial services industry
• Proficiency in Microsoft Office, especially Excel and PowerPoint.

Nice to Have :

What will you do?

Client Reporting & Presentations :

Investment Database & Performance Monitoring :

Portfolio Analysis, Management & Modeling :

Investment Compliance & Operations :

Join the awesome team and enjoy these benefits & perks :

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

#ConnectOS #TeamConnectOS #ConnectOSRecruitment

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.