Salary: P60,000 – P90,000 (Monthly Package)

Shift: Monday - Friday (3:00 PM – 12:00 AM EST)

What are we looking for?

Skills Required:

• At least 2+ 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
• Excellent communication skills

Nice to have:

• Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes
• CFA

What will you do?

Client Reporting & Presentations

• Draft and update client investment presentations, encompassing performance reports and market analysis.
• Maintain and update forecasting models for private investment portfolio.

Investment Database & Performance Monitoring:

• Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking.

Portfolio Analysis, Management & Modeling:

• Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment.

Investment Compliance & Operations:

• Ensure compliance with regulatory requirements, including AML/KYC.
• Coordinate with custodians for accurate cost basis reconciliation.
• Manage private investment subscriptions and account openings.

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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 #ConnectOSCareers #TeamConnectOS

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.

About Datacom

With over 6,200 people, and centre’s of technical excellence spread across Australasia, Datacom is committed to developing and growing its capability across Asia. Founded in 1965 in New Zealand, and with over 2 decades of operating in Malaysia and the Philippines, Datacom has experienced expediential growth. Through all this, Datacom has maintained high levels of profitability with a track record of delivering innovative, cost effective digital and technology solutions, all delivered by dynamic teams spread across various locations. Our people are the best in their fields – smart, passionate, and dedicated to providing exceptional IT services to our customers. This makes for a rewarding and fast-paced place to work.

About the role

Would you like to work for an International company where your opinion matters ? Where you will be recognised and involved ? If so read on : Datacom is experiencing expediential growth and looking to expand its already established operations based from Asia. Successful applicants will be part of a dynamic development team spanning across Asia working with one of Australasia’s largest organisations. Founded in 1965 in New Zealand, Datacom has over 6,500 employees, has been delivering services from Manila and Kuala Lumpur for over 2 decades and is now committed to the ongoing development of its international footprint.

Our client list is long ranging across almost every industry including government, finance, transportation, utilities and more. We’ve built an incredible range of applications for these clients from real time banking to pizza ordering, from mobile apps to latest cloud technologies and from online shopping to systems that keep the rivers clean. We’re proud of our clients and we’re proud of the work we do for them.

We’re looking for people that want the challenges of working in an MNC with really diverse clients, high paced development using the latest technologies and techniques and delivering high quality applications that make our clients happy. We want people passionate about delivering innovative software. If you’ve already achieved great results in your career and want to extend to new clients, teams and tools then this is probably the right opportunity for you.

We’re creating a team of motivated, ambitious people that want to show the world what they can do by creating great applications for customers. You’ll have access to great technologies, great people and opportunities and the backing of one of the region’s premier IT companies. Join us to find out how you can take advantage of these opportunities and take your career to the next level.

About the Role – Technical Business Analyst

Skills and Requirements

We’re looking for a confident Technical Business Analyst able to work in an agile team helping guide the use of technology and delivery approach. You will have strong technical skills acting as the pivot or intermediary between end-users and IT (Information Technology) to ensure that business/user requirements are delivered in IT solutions.

Requirements Discovery

Understand the client's business, existing processes, problems, and needs you will be responsible for

• Creating JIRA tickets

• Acceptance criteria
• Implementation details
• Mappings of consumers and providers
• Document information on Confluence
  • UML diagrams (sequence), Integration design patterns
  • Mapping tables
  • Endpoints and environments
  • Postman collections
  • Acceptance criteria
• Facilitate workshops and discussion sessions/channels
  • 3 amigos session (Dev. tester and BA)
• Swagger Docs
• Data model implementation
  • HTTP Operations
  • Data types
  • Creating Feature branches for the change
    • Committing the change and creating Pull request for Tech leds and other BAs to review the change
  • validation requirements
• Technical Ability:
  • Create Swagger Specification (Contracts) - Swagger Editor or Notepad++ or VS code
  • Understanding of the integration patterns and flows:
    • Consumers and providers of the APIs
    • Error Handling patterns
    • Messaging Queuing Processes such as ActiveMQ, Kafka
• Estimation and Team Management – You will provide estimates for Change Requests and larger pieces of work following a reliable and traceable estimation methodology.
• Design the system from a functional perspective, produce drafts of the Design documents, lead/manage the review of those documents with the client, and achieve approval and signoff of the Design documents
• Work closely with the Technical Lead and Architects, ensure they are kept updated, and especially made aware of scope changes, project issues, and risks
• Provide team with business experience, advice on industry best practices, etc.
• Provide input into User Guides as required
• Ensure all reviews required are completed at the required checkpoints
• Tools Experience:
  • Intellij/eclipse
  • Git/Bitbucket
  • Bamboo (Application delivery pipeline)
  • Splunk
  • Postman (API testing)
  • SOAP UI

Professional Qualities:

• 3+ years of experience as a Technical Business Analyst working in Agile teams.
• Attention to detail
• Deadline driven
• Excellent communication skills
• Work well within a team environment
• Proficient in English

Responsibilities

As a Business Analyst you’ll be responsible for the following day-to-day activities:

• Produce drafts of the Requirements documents, lead/manage the review of those documents with the client, achieve approval and signoff of the Requirements documents

• Lead the Analysis and Design stage, arrange and lead any communication, meetings, and workshops for this stage
• Work closely with the Technical Lead, ensuring they have sufficient understanding of the functional requirements to design the System Architecture.

• Work closely with the Test Analysts, ensure they are also kept updated, and especially made aware of scope changes, project issues, and risks
• Resolve issues raised by developers and testers during the Development and Testing stages, in relation to specification questions and ambiguities, communicating with clients wherever necessary

Datacom has 2 Premier sites That you can choose from. We have offices in BGC Taguig and Eastwood City Libis Quezon City. We have a Flexible work from Home Arrangement, and flexible work schedule and we promote Work-Life balance an APAC focus means no graveyard shifts!

We also provide Exciting perks such as Spotter Bonus, HMO with Free 4 Dependent, Leave credits, Performance bonuses, and a work-life balance environment

Apply for this job

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced OFFICE / ADMINISTRATIVE MANAGER to join our rapidly expanding team. As a member of our team, you will have the opportunity to work with highly skilled professionals, who prioritize employee satisfaction and work-life balance. At ISTA Solutions, we pride ourselves on creating a culture focused on long-term success and life-long learning. We're looking for a team player who is ready to contribute to our mission, just like you!

Roles and Responsibilities:

• Manages the tasks of the Admin & Facilities, and Finance staff.           
• Creates an office budget and ensures that budget provision is followed.           
• Acts as the Financial Controller who tracks and endorses expenditures for payments.           
• Monitors all types of office requests and procurement requirements.           
• Ensures that all statutory and government requirements are submitted and completed in a timely manner.           
• Organizes the schedule for maintenance and other cleaning schedules the company requires to keep the office clean and safe and ensure its appliances are in good working condition.           
• Reports office progress to senior management and working with them to improve office operations and procedures.      
• Coaches team members for improvement and development.           
• Ensures all day-to-day tasks assigned are completed correctly in a timely manner.       

• At least 2 years of experience as site or office admin, preferably within the BPO industry
• Excellent English communication skills

What can we offer you?

• Competitive salary and benefits
• Health Insurance with free dependents*
• 10%-night differential
• Attendance Bonus
• Paid time off
• Convertible to cash leave credits
• Performance Appraisal
• Work-life balance
• A focus on growing your career path with us
• We encourage you to follow your passions and learn new skills

Our commitment to you

• Strong culture and values-driven leadership
• We create opportunities for you to learn and grow at any stage of your career
• Continuous learning and innovation
• We foster an all inclusive environment where everyone thrives

General Purpose: Joint Venture Accounting (JVA) in Finance Operations performs the end-to-end Joint Venture Accounting activity for RDS-operated and non-operated Upstream/Integrated Gas activities. The team, which is part of the Revenue Upstream organization, operates from SBO Manila and manages cash calls and joint interest billing to Joint Venture partners. Job Purpose: This role is responsible in performing day-to-day operational requirements for Upstream Joint Venture Accounting (JVA) Brazil for Shell-operated and non-operated JV assets, with the following primary accountabilities: Ensure cash calls are within the approved budget and appropriately booked in the rightful cost element, Ensuring that cash calls are received and paid within agreed terms, Proactively and reactively identify potential bank overdraft, Complete, quality, and timely joint interest billing and other required reports provided to JV partners and key stakeholders, Accurate recording of non-operated venture account balances, Accurate and timely postings of required manual journal entries and ensure approval within MOA, Analysed and address the aging of account reconciliation balance. Creates analytical reports to be used during Asset/Venture discussions. This position will also be responsible for effective relationships with key stakeholders within Finance Operations, Asset Finance in the Business and Controllers team to ensure that alignment of objectives, delivery of functional plan, and targets are met. Principal Accountabilities: Process Manage JV Partner debtor/vendor request set-up Manage Equity group change request set-up and complete Prior Period Adjustment as necessary Review Authority for Expenditure (AFE) JV attributes prior to set-up in SAP Place AFE in suspense/un-suspense Cash call calculation and preparation of statement for sending to JV partner Perform bank reconciliation and cash flow monitoring Prepare monthly Joint Interest Billing and other required reports Records NOV Joint Interest Billing Manage payment processing Address issues and errors during the allocation and cutback process Focal for any issues or questions relating to the Billing and Cash Call process Monthly Status of Accounts Reporting Analysis Monthly Portfolio Analysis meeting with Team Manager Actively participate in the monthly or other relevant stakeholder meeting Compliance to internal and SOX controls. Continuous Improvement/Digitalization Identify and execute process improvements to deliver efficiency and effectiveness value Identify control weaknesses and recommend appropriate changes Successful execution of process streamlining with continuous improvement mindset Identify digitalization or automation initiatives to deliver more effective and efficient process Values Maintain an office environment supportive of diversity and inclusiveness Enterprise first behaviour Business Acumen Job Knowledge, Skills & Experience: Qualifications Degree/qualifications in Accounting/Finance preferred. 3-5 plus years work experience in related accounting processes Sound understanding of Credit Management and Joint Venture Accounting process. Must have experience in a multi-national company – preferably in Shared Services environment. Exhibits excellent English communications skills (written and oral). Language Proficiency Level: C1 (specify language requirement by country). Good knowledge of controls framework. Ability to work under high pressure an in a rapidly changing environment. SAP and Microsoft office skill set are necessary, preferably advanced excel Amendable to work on a hybrid work setup (2 days work on-site & 3 days WFH). Shift: 3:00 PM to 12:00 AM Must be willing to work on a contract of 6 months. Key Competencies Accounting and Reporting- Skill Business Partnering – Skill Finance Input to Joint Ventures - Skill Governance and Assurance - Skill Commercial Mindset – Skill Negotiation- Skill Leadership Competencies Delivers Results Motivates, Coaches & Develops Displays Personal Effectiveness Demonstrates Courage Values Differences Champions Customer Focus For further information, and to apply, please visit our website via the “Apply” button below.

Purpose and Accountabilities Pre Billing / Billing Perform Pre-Billing/Billing and Query Resolution activities for in-scope entities: Managing the creation of upfront agreements through the Engagement Confirmation Tool (ECT) for handled types of charges through to gathering of confirmations. Driving action to manage KPIs relevant to the maintenance of ECT: coding validation errors, ageing open and expired engagements, etc. Managing billing for the Service Provider Entity assigned: Sourcing of data from feeders, preparation, and thorough review of data to be processed for billing. Timely processing of requests for billing received including the related Master data set-up. Communication of Unbilled accruals Preparation of ad-hoc reports not in-scope of MI Provision of support in audit requirements and customer requests Performing periodic reviews of unbilled items and ensuring escalation of actions needed to be taken by FO, OU, and SP. Ensure compliance to Agreed Terms of Reference identify the root cause of noncompliance and follow through of resolution before the next billing. Reviewing monthly Billing Accuracy compliance, searching for root causes, and working towards permanent resolution of misses. Ensuring real-time updates and ownership of actions assigned from the Query Management Tool Providing support to the Account Management team on Intra Group accounting activities for monthly reconciliations and quarterly reporting are performed within closing timeline. Job Requirements: Bachelor’s degree in Finance, Accounting, Business Administration preferred Minimum 2 years of work experience in a similar or related role Strong communication skills Fluent in English and Mandarin Strong analytical, problem solving and critical thinking skills For further information, and to apply, please visit our website via the “Apply” button below.