Data Engineer will work closely with the rest of the product team and business peers to effectively execute Data project initiatives. This person should be able to deliver in a fast-paced and deadline-driven environment. Along with development, candidate will be responsible for maintenance of the data applications and would be expected to automate the processes with no or minimal human intervention. 

• Strong SQL
• Development and maintenance of ELT snowflake data warehouse solutions
• Collaborate with internal and external technology and business partners to implement product changes
• Produce detail design and unit test documents, as required
• Critically analyze business requirements, architect and implement Data solutions
• Define, develop and maintain standards and processes to ensure effective ETL solution
• Production maintenance
• Work closely with product manager to develop and execute action plans to address gaps
• Recommend innovations that enhance and/or provide a competitive advantage to the organization
• Communicate effectively with both the business and technical teams
• Mentor junior offshore developers to accomplish results
• Build and continuously improve data engineering best practices

As an Informatica Specialist / Data Integrator, you will be responsible for maintaining existing Informatica jobs, reviewing for possible improvements to legacy Informatica workflows, and building new ETL processes to push/pull data from primarily SQL sources to target for the Enterprise Applications domain.  The individual will work closely with the Data Governance Group and Data Owners to ensure that data is extracted, transformed, and loaded correctly and completely.  The Informatica Specialist / Data Integrator will work closely with the IT product teams and developers to maintain compliance with the enterprise data architecture standards.  The individual will help establish tools and standards needed to deliver solutions that deliver agility and benefit to the business.  The successful candidate will be a data technology evangelist who is passionate about improving IT delivery through technology in a hands-on approach.  You will have to be up to date with the latest technology trends and capabilities and will be able to demonstrate a leadership mindset, solid operational experience, and the ability to problem-solve.  Travel of up to 5% will be required outside of the country.

• Maintain and update existing Informatica workflows
• Review current Informatica workflows and recommend / complete enhancements to enable them to run efficiently and effectively
• Create Extract / Translate / Load processes to push data from sources to target
• Ensure data integrity, security, and privacy of financial data
• Collaborate with stakeholders to understand their data requirements and ensure that the architecture meets those requirements
• Implement data governance policies and procedures
• Stay current on new technologies and trends in data management and evaluating potential solutions
• Communicate effectively with both the business and technical teams

This role will give you the opportunity to:

• Work in a key part in the insurance industry, Reinsurance. The domain knowledge you will gain is in high demand.
• Be a part of an International Team: Our team is spread across USA, Philippines, and India.  
• Work in Cloud: We are heavily invested in SnowFlake Cloud and only getting started.
• Automation: You’ll work on creating new processes and tools that will replace manual processes and add more value to business.

Our CI/CD Stack:
GitHub, GitHub actions, SonarQube, JFrog Xray, ArgoCD

Our QA Stack:
Selenium, Eclipse, Java.

Our Dev & DB Stack:
.NET/SQL Server, AKS, Azure, SnowFlake

Job Responsibilities:

• Work in Cloud: We are heavily invested in SnowFlake Cloud and only getting started.
• Automation: You’ll work on creating new processes and tools that will replace manual processes and add more value to business.

The data analyst is responsible for collection, organization, interpretation, analysis, scrubbing, documentation and dissemination of complex data sets. The candidate will provide analysis, will process and normalize the data to ensure data integrity and will create queries, views and reports. The candidate will review, input reinsurance submission data, set up the Property pricing models, create a comparison to the expiring contract wording, and document files in the directory after business is bound. Communication with the underwriters is essential. 

• Interpret data, analyze results, and provide ongoing reports
• Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality
• Acquire data from primary or secondary data sources and maintain databases/data systems
• Identify, analyze, and interpret trends or patterns in a complex data sets
• Filter and scrub data, and review reports and performance indicators to locate and correct code problems
• Locate and define new process improvement opportunities

The data analyst is responsible for collection, organization, interpretation, analysis, scrubbing, documentation and dissemination of complex data sets. The candidate will provide analysis, will process and normalize the data to ensure data integrity and will create queries, views and reports. The candidate will review, input reinsurance submission data, set up the Property pricing models, create a comparison to the expiring contract wording, and document files in the directory after business is bound. Communication with the underwriters is essential. 

• Interpret data, analyze results, and provide ongoing reports
• Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality
• Acquire data from primary or secondary data sources and maintain databases/data systems
• Identify, analyze, and interpret trends or patterns in a complex data sets
• Filter and scrub data, and review reports and performance indicators to locate and correct code problems
• Locate and define new process improvement opportunities

The data analyst is responsible for collection, organization, interpretation, analysis, scrubbing, documentation and dissemination of complex data sets. The candidate will provide analysis, will process and normalize the data to ensure data integrity and will create queries, views and reports. The candidate will review, input reinsurance submission data, set up the Property pricing models, create a comparison to the expiring contract wording, and document files in the directory after business is bound. Communication with the underwriters is essential. 

• Interpret data, analyze results, and provide ongoing reports
• Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality
• Acquire data from primary or secondary data sources and maintain databases/data systems
• Identify, analyze, and interpret trends or patterns in a complex data sets
• Filter and scrub data, and review reports and performance indicators to locate and correct code problems
• Locate and define new process improvement opportunities

The finance analyst is responsible for collection, organization, interpretation, analysis, recording, documentation, and dissemination of complex data sets. The candidate will process and reconcile Travel and Accident accounts and general ledger related transactions with a strong focus on accuracy, timeliness, customer service and the ability to work in a fast paced environment. The candidate will provide support and be part of the Travel & Accident US Finance team.

• Support the Travel and Accident Business Unit for Finance and Accounting related activities and operational matters with financial impacts, including periodic reporting, cash funding, business updates, invoice processing, ad hoc reporting, cash management, etc.
• Research and resolve premium, claims, and cash discrepancies between Program Administrators and/or Arch policy issuance systems and Arch Accounting System (Harry III and VOPs).
• Work collaboratively and develop strong relationships within the Business Unit, with operational executives, and with managers.
• Reconcile financial results on a periodic basis (monthly and quarterly) for both P&L and Balance Sheet in order to validate the accuracy of financially reported results.
• Perform financial analysis, general ledger account reconciliations, and generate key reports.
• Utilize information from third parties and Business Units to report financial results and create and record technical journal entries needed to support the accounting for the Travel & Accident business.
• Assist with special projects and ad hoc reporting as required by the department or other business units.

The Reinsurance Accountant will assume responsibility all aspects of accounting for assigned reinsurance contracts. 

• Verification of underwriting data for quota share and/or excess of loss contracts
• Maintain the accuracy of premium information on excess of loss contracts including endorsements, premium adjustments, and cash allocations
• Maintain all aspects of quota share programs including bordereau reporting and posting, claims payments and cash allocation
• Monitor, and maintain within 90-day threshold, aging of accounts receivable
• Liaise with brokers, claims department and underwriting department regarding queries, outstanding receivables, and premium adjustments
• Complete underwriting system monthly close including testing of system accuracy for hand off to financial reporting team (ARL and Somers
• Additional projects and ad hoc duties as required
• Work with financial reporting team to investigate/ explain movements for the quarterly reserve call with senior management
• Attend QCR meetings and follow up investigation and liaising with various teams to report findings to UW in a timely manner for the quarterly closes
• Participate in systems enhancements including defining scope, developing and executing test plan
• Additional projects and ad hoc duties as required

About the Role

Job Title: Barista/Cashier
Reports to: Store Supervisor/OIC
Work Schedule: Shifting Schedule
Work Location: Macao Imperial Tea - East Rodriguez / SM East Ortigas

This role requires crafting and serving high-quality beverages and providing excellent customer service.

• Prepare a variety of beverages, including teas, coffees, and specialty drinks, following Macao Imperial Tea's recipes and quality standards.
• Greet and assist customers in a friendly, confident, and efficient manner. Answer customers' questions about menu items and offer recommendations. Deliver exceptional customer service to ensure customer satisfaction.
• Maintain a clean and organized workspace, including equipment and serving areas. Adhere to health and safety guidelines, including proper food handling and sanitation.
• Work quickly and accurately during busy periods to keep up with customer orders. Handle multiple tasks, such as taking orders, preparing drinks, and handling cash or card transactions.
• Stay informed about Macao Imperial Tea's menu offerings, including seasonal items and promotions. Make suggestions and upsell additional items when appropriate.

About the Role

Job Title: Barista/Cashier
Reports to: Store Supervisor/OIC
Work Schedule: Shifting Schedule
Work Location: Macao Imperial Tea - Dapitan / Robinsons Place Manila

This role requires crafting and serving high-quality beverages and providing excellent customer service.

• Prepare a variety of beverages, including teas, coffees, and specialty drinks, following Macao Imperial Tea's recipes and quality standards.
• Greet and assist customers in a friendly, confident, and efficient manner. Answer customers' questions about menu items and offer recommendations. Deliver exceptional customer service to ensure customer satisfaction.
• Maintain a clean and organized workspace, including equipment and serving areas. Adhere to health and safety guidelines, including proper food handling and sanitation.
• Work quickly and accurately during busy periods to keep up with customer orders. Handle multiple tasks, such as taking orders, preparing drinks, and handling cash or card transactions.
• Stay informed about Macao Imperial Tea's menu offerings, including seasonal items and promotions. Make suggestions and upsell additional items when appropriate.

This role is primarily responsible for providing administrative support and coordination to recruiting operations including onboarding and post-acceptance activities in compliance with the service level agreements, processes, policies, and procedures.

• Creates and distributes offer letters
• Collects onboarding documentation and processes
• Coordinates with relevant stakeholders on changes to offer of employment
• Acts as point of contact for all questions related to pre-employment activities from candidates, recruiting, hiring managers and HR 
• Ensures compliance with all state and corporate regulations and laws
• Ensures strict adherence with standard protocols for electronic personnel file management and document storage
• Orders background checks, tracks completion, and assists in review and analysis of results 
• Prepares and communicates candidate background check clearances
• Connects with relevant key stakeholders and support groups to assist with onboarding, account creation, set-up, and IT requisition 
• Ensures all regional onboarding notification systems and processes are followed and updated to ensure local stakeholders are continuously informed
• Performs and tracks onboarding data entry for large volume of hires  
• Ensures accuracy of all data processed and entered in HR systems
• Engages and builds relationships with hiring team (hiring managers and recruiters)
• Escalates and analyzes identified issues and concerns to the Team Lead for timely resolution
• Keeps oneself updated of current processes and incorporates documentation updates
• Supports selected simple process improvements to streamline processes  

Salary: P120,000 to P180,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Proven track record as a Senior OutSystems Developer with at least 5 years of hands-on development experience.
• Extensive knowledge of OutSystems development concepts, including reactive and traditional web applications, mobile apps, and integrations.
• Expertise in designing and developing user interfaces using OutSystems UI patterns and best practices.
• Strong understanding of relational databases, data modeling, and performance optimization. - Proficiency in web technologies such as HTML, CSS, JavaScript, and RESTful APIs.
• Strong understanding of relational databases, data modeling, and performance optimization. - Proficiency in web technologies such as HTML, CSS, JavaScript, and RESTful APIs.

What will you do?

• Plan, design and build secure, scalable, and flexible technical solutions in OutSystems.
• Work in an agile environment with a small team to implement solutions that drive business value and competitive advantage.
• Collaborate with other developers.
• Assisting with solving complex technical problems when they arise.
• Running code reviews, ensuring quality of solutions before release.
• Addressing technical concerns, ideas, and suggestions.
• Monitor systems to ensure they meet both user needs and end goals.
• Create and maintain appropriate documentation for new and existing systems.
• Continually research current and emerging technologies
• Coaching junior developers

Join the awesome team and enjoy these benefits & perks:

• Home-based work setup
• 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 is a Melbourne-based company that helps companies streamline contract management and slash costs by 80%, ditching email and phone for a digital platform with portals, workflows, and secure data rooms. They aim to modernize contracts from start to finish and build digital bridges between companies and clients to boost performance. Their platform's simple process engine visualizes client journeys, assigns tasks, and tracks progress, making collaboration and fulfilling obligations a breeze.

#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.

Octal Philippines Inc. is a renowned IT solutions company seeking an experienced and detail-oriented individual to join our partner team as an IT Business Analyst. As an Business Analyst, you will be responsible for analyzing and documenting business requirements, conducting feasibility studies, and recommending software solutions to drive process improvements. This is a fantastic opportunity for someone with strong analytical skills and a passion for understanding and optimizing business processes within the IT industry.

Responsibilities

• Gather and analyze business requirements through interviews, workshops, and observation sessions
• Document and maintain detailed business process flow diagrams, system requirements, and user stories
• Evaluate and recommend software solutions or system modifications to meet business needs and improve efficiency
• Collaborate with stakeholders, development teams, and vendors to define project scope, timelines, and deliverables
• Conduct testing prior to endorsement to Team Lead. Resolves testing findings.
• Conduct feasibility studies and cost/benefit analysis for proposed solutions
• Participate in system testing, user acceptance testing, and quality assurance activities
• Prepare and deliver presentations and reports to communicate findings, project updates, and recommendations
• Provide guidance and support during the implementation and post-implementation phases

• Bachelor's degree in Computer Science, Information Technology, or related field
• With at least 3 years' work experience as an IT Business Analyst or similar role.
• Must have accounting background
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to effectively collaborate with cross-functional teams and stakeholders
• Experience in software development methodologies
• Knowledge of business process modeling and standard analysis techniques
• Nice to have knowledge in software development tools such as PHP, Laravel framework & Vue.JS
• Optional experience in Logistics industry
• Ability to work independently and manage multiple projects simultaneously
• Must be willing work in Parañaque City.

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced PHRN or Registered Nurse Utilization Review 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!

The Utilization Review Specialist plays a critical role in assessing the utilization of healthcare services to ensure quality care while managing costs. They are responsible for reviewing medical records, treatment plans, and services provided to patients to determine if they meet established guidelines, medical necessity, and standards of care. This role collaborates with healthcare providers, insurance companies, and other stakeholders to optimize patient care and manage healthcare costs.

• will be handling cases from beginning to end
• will see which authorizations are about to expire and they will review the chart, determine their next eligibility, complete that review with the insurance company
• will have to communicate with other departments to gather information that might be missing or incomplete.

• Current and valid PHRN license
• Excellent attention to detail and analytical skills.
• Effective communication and interpersonal abilities.
• Ability to work independently and collaboratively in a team-oriented environment.
• Experience with utilization review and management even if from the insurance perspective is helpful
• can do high level work
• Establishing relationships with the insurance companies and having that personality is important
• Willing to work on a shifting schedule
• Must be residing in Greater Manila Area Only

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

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Business Operations Analyst

Work Hours: M-F; 9:00 AM-5:00 PM PST / 1:00 AM-9:00 AM PH Time

Salary: 1,200-1,300 USD per month

Duties and Responsibilities:

Growth

• Help manage and optimize paid media campaigns on Facebook and Google.
• Interact and manage potential partnerships with influencers, other brands, and potential retailers.

Site Management

• Create and optimize product listings for new and existing products.
• Work with the internal development team to improve site conversion rate and revenue per visitor.

Marketing & Data Analytics

• Provide ongoing support to the eCommerce team and manage daily operations of our website.
• Manage and maintain the e-commerce calendar on product launches, newsletter campaigns, marketing, and operations.
• Furthering our brand strategy & messaging for our existing brands in order to build community and loyalty.
• Optimize on site messaging, navigation, operations, CX content, and product description pages.
• Develop quantitative and qualitative analyses on site performance, product launches, post sales experience, omni channel initiatives, competitor landscape, and UX.

Supply Chain

• Coordinate vendor communications regarding supply chain, logistics, and product development.
• Partner closely with the Customer Service and Merchandising team on all site needs and projects.

Product Development

• Assist with our product development & testing projects to find the next great product or brand.
• Assist with A/B testing new features, suggest improvements, and work with developers to implement.
• Assist with identifying, sourcing, and scaling new product lines to increase the LTV of customers.

• Has a 4-year Bachelor’s degree from a university (University of the Philippines/Ateneo/La Salle).
• Has a degree in Business Administration/Management, Business Economics, Management Engineering, or Applied Math with a specialization in mathematical finance, or anything similar.
• Strong communicator - Good verbal and written communication skills.
• Familiar with any productivity, project management, or communication tools.
• Fresh graduates are welcome to apply.

Ideal/Preferred/Nice to Have:

• 2-4 years of relevant experience in the role.
• Familiar with tools such as Slack, Google Sheets, Notion, Google Slides, Shopify, and Data Analytics tools (e.g., SQL, Tableau).

Personality/Attitude/Culture Preference:

• Growth Mindset – you are an analytical thinker and an influential thought leader.
• Analytics – you aren't afraid to dive into the numbers and figure out the answer.
• Resilient – you will thrive on challenges and demonstrate confidence navigating ambiguity.
• Doer, not just a thinker – you make strategic choices AND activate them.
• Entrepreneurial in mindset – you ask challenging ‘why’ questions and suggest new routes to success.
• Has meticulous attention to detail.

As a captain waiter you are responsible to promote and ensure guest satisfaction, maintain a safe and sanitary work environment and ensure only the highest quality products are being served.

 Requirements

Education: Graduate of Culinary Arts or Hotel and Restaurant Management

Experience(s): Two (2) years work-related experience

presentation Specific Knowledge: exposure in restaurant operations, customers relations, cooking, food

Problem Solving and Decision Making

· Coaching and Mentoring

· Professionalism

· Client Service

· Innovation and Creativity

· Job Knowledge

· B. Knowledgeable in food presentation

· C. Sanitary and Hygiene regulations

· D. Inventory Management

· E. Time Management

SSS, PhilHealth and Pag Ibig (Government Mandatory Benefits)

Service Charge

Tip

We are currently hiring Customer Service Representatives to join our work from home team. In this role, you will have the opportunity to train onsite at our Cebu office before transitioning to remote work.

Responsibilities

• Handle inbound customer inquiries
• Assist customers in resolving product or service-related issues
• Provide accurate and timely information to customers
• Escalate unresolved issues to the appropriate department
• Maintain thorough and accurate customer records
• Deliver exceptional customer service in a professional and courteous manner

• With or without call center experience high school diploma or equivalent; additional education or training in customer service is a plus. 
• Flexibility to work in rotating shifts, including evenings, weekends, and holidays. 
• Amenable to work on site
•  Must be fully vaccinated

• HMO Day 
• 1 Statutory Benefits
•  Paid Time-Offs

IMPORTANT: OPEN TO FILIPINO CITIZENS WHO ARE CURRENTLY RESIDING IN THE PHILIPPINES

Position: Direct Response Video Editor

Working hours:  Flexible (8 hours/day)

Holiday/s: US and/or PH Holidays

Salary Range: $1,500 - $2,500/month

About the company:

A Thriving Wellness Brand Transforming Lives We are a fast-expanding wellness company, revolutionizing the industry with our top-notch massage products. We specialize in alleviating pain and enhancing wellbeing, making a significant impact on our customers' lives. Our primary marketing channels are paid media giants like Facebook, YouTube, and TikTok, and we're on the hunt for an extraordinary

Duties and responsibilities:

• Collaborate to refine and execute creative briefs.
• Stay ahead of video editing trends and implement them effectively.
• Regularly produce and iterate high-converting ads for YouTube and Meta.

• At least 2 years of experience in direct response ad editing.
• Proficient in Adobe Premier, After Effects, or Final Cut.
• Fluent in English, with strong communication skills.
• Knowledgeable in direct response formulas and marketing principles.
• Ability to handle multiple projects and work under pressure.

Job Overview:

This role consists of four main parts: General office support to the lending team, Gathering data from clients required for lending applications, Updating and maintaining loan details in the company’s CRM system, and Refixing existing clients' lending.

Company Profile:

Our client consists of a team of qualified professionals with a proven track record of achieving results for their clients based in New Zealand.

Their services are for families and corporations to help pay off clients’ mortgages faster, build wealth through smart investing, protect their wealth with estate planning, and have the life their clients and their loved ones deserve.

The company’s Financial Wellness programs are all about empowering individuals to take positive financial steps with confidence. They are proud to partner with organizations by supporting their teams through workshops, webinars, and one-on-one support.

This is a great chance to work for a company that helps clients live a better life and be confident in their finances.

Duties and Responsibilities:

• Provide Lending Operations Manager with lending administration support, including:
• Collecting the essential data required for processing lending applications and establishing communication with financial institutions to obtain pertinent loan information.
• Work with the Loans Officer to liaise with clients to confirm suitable loan structures and provide instructions to the banks.
• Check lending documents for details and changes.
• Handling the “fixed term expiry” process.
• Update and maintain loan details in the company’s CRM system. 
• Manage Asana Tasks:
• Follow the processes provided and escalate all instances falling outside the allowed process steps.
• Look for ways to increase efficiency and take ownership of various daily tasks.
• Maintain a high level of accuracy in data capture and use.
• Be proactive in protecting client data and maintaining confidentiality and privacy.\
• Abide by the Code of Professional Conduct for Financial Advice Services.
• Abide by the Code of Conduct.
• Assist with projects as directed.

• 3+ years of administrative work experience.
• Essential requirement: US accent
  
• Background in Accounting and/ or Financial Advisory / Wealth Management a plus.\
• Strong attention to detail / highly organized.
• Strong Written and Oral English + interpersonal skills to communicate effectively.
• Computer/online savvy. Ability to use a variety of online applications including: Zoom, Google Suite and Office 365 tools (including Outlook).
• Experience with Asana (for task management) a plus.
• Ability to problem solve + high ability to “Get Stuff Done”.
• Ability to follow processes.
• Ability to stay up to date with the mortgage/lending market and products.
• Ability to manage time efficiently.
• Ability to work in a goal-oriented environment and unsupervised.
• High skill level with Microsoft Word and Excel.
• Smart and Fast learner (i.e., quick “pick up”).
• Committed to growth and learning.

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Financial Analyst/Data Entry
Schedule: Flexible - morning overlap with EST
Salary Range:  up to $1,500
Benefits: TBD

About the Company:

A private investment holding company

About the Role:

The ideal candidate will be proficient in financial modeling using Excel, adept at creating impactful presentations in PowerPoint, and have experience with QuickBooks. The role will primarily involve categorizing transaction data, data entry, and financial modeling for real estate investments on a project-by-project basis.

Responsibilities:

• Accurately categorize and organize financial transaction data.
• Perform data entry tasks with precision and efficiency.
• Develop and maintain financial models for real estate investment projects, ensuring accuracy and relevance.
• Work on financial analysis projects on a project-by-project basis, contributing to the success of real estate investments.
• Focus on financial tasks related to real estate investments, particularly in the dynamic market of Florida.

• A degree in finance, accounting, or a related field.

• Proficient in financial modeling using Excel and can create compelling presentations in PowerPoint.
• Openness to learning and adapting to new software tools such as Notion, Asana, etc.
• Solid understanding of financial concepts and principles.
• Strong analytical thinking skills and has high attention to detail
• Proficient in QuickBooks
• Has effective communication skills and is able to present findings in a clear and compelling manner
• Can manage multiple tasks and is organized

LOOKING FOR FILIPINO CITIZEN BASED IN THE PHILIPPINES

We prioritize the processing of one application at a time. If you have applied for multiple job openings within our organization, we kindly request that you direct any update inquiries to the team responsible for handling your initial application.

Position : CUSTOMER SERVICE REPRESENTATIVE

Work Hours : TBD

Holidays : TBD

Pay Range : $ 800 - 1,000 USD per month

Duties and Responsibilities:

• Answer phone calls from customers on the first ring.
• Assist with inquiries and help resolve questions.
• Schedule and assist with creating quotes
• Enter detailed customer information in the software system
• Dispatch if needed

• Proficiency with Slack;
• Familiarity with Skimmer and Open Phone will be great but not necessary (client can provide training)
• Good communication skills
• Experience in a customer support role is highly preferred
• Good demeanor and personality
• Highly trainable

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
• Strong working knowledge of financial markets and investments
• Proficient in Excel (including macros and pivot tables) and Powerpoint
• Background in banking and/or financial services industry
• Strong computing skills: ability to navigate numerous data providers such as Bloomberg, Morningstar Direct, Pitchbook, Burgiss, etc.
• Excellent communication skills

Nice to have:

• CFA
• Experience using Dasseti

What will you do?

• Maintain, update, and add manager data and information in the system
• Track record and portfolio company analysis and performance benchmarking
• Assist with material preparation including due diligence memo
• Provide market analysis
• Assist with manager and reference calls
• Assist and manage internal reporting covering market information and manager updates (i.e. quarterly asset class reviews, quarterly monitoring report for public securities, weekly private investment pipeline reports, attribution reports etc.)
• Assist with external reporting covering market information and manager updates (i.e. public manager tear sheets, quarterly reporting for private managers, etc.)
• Assist with ad hoc data requests
• Work effectively with other teams throughout the organization
• Other duties as assigned

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.

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.

Hi! We’re Smartsourcing, looking for an AU/NZ Payroll Officer who can work with us full-time and on-site!

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Role Description 

The IT Security Officer serves as the process and policy owner related to the availability, integrity and confidentiality of customer, business partner, employee and business information/data. A key element of the IT Security Officer’s role is working with executive management to determine acceptable levels of risk for the organization. This position is responsible for establishing and maintaining a corporate-wide information security management program to ensure that information assets are adequately protected. 

Key functions 

• Security Operations:
• own  and drive security education and security awareness programs across the organization
• own, drive and continuously improve security processes, policies and tooling 
• real-time analysis and triage of security threats and incidents
• proactively educate and inform executive management of developing security threats
• develop, implement and execute a strategic, comprehensive enterprise information security and IT risk management program 

• Application Security:
• introduce application and infrastructure security monitoring processes and tooling 
• design and manage and run application and infrastructure security testing (internally and with 3rd parties)

• Security governance: 
• make sure that security related initiatives are understood and funded 
• lead and drive future company security certification programs 
• represent the company security in front of technology partners 
• conduct internal technical and organizational audits 
• manage and support external audits 
• manage, handling and resolve security incident response cases

• degree in business administration or a technology-related field required 
• 5+ years of hands-on IT security experience 
• experience in risk management, information security and IT security
• knowledge of common information security management frameworks, such as ISO/IEC 27001, and NIST
• knowledge of PCI-DSS requirements for merchants working with BSP supervised financial institutions 
• excellent written and verbal communication skills and high level of personal integrity and empathy 
• innovative thinking and leadership with an ability to lead and motivate cross-functional, interdisciplinary teams
• experience with contract and vendor negotiations and management including managed services