Client Services works with issuers, acquirers, processors and merchants worldwide to develop and deliver the support model for Visa Inc. This includes day-to-day operations and product support, back-office support and customer performance reporting. Client Services includes the Rules and Compliance function, which supports the structural foundation of the Visa Payments network. 

Rules and Compliance ensures the safety, security and integrity of the payment system and supports Visa clients in the development of their electronic payments business. 

Specifically, the Rules and Compliance team establishes and enforces common interoperable rules and standards for our products and services by which clients must operate their Visa programs. 

Role:

This is an individual contributor operational role, to provide support with respect to creating and implementing compliance solutions that meet the regulatory and strategic compliance objectives of Visa. The jobholder will help coordinate important programs promoting the integrity of Visa transactions. The position will be primarily accountable for investigating Visa Rule violations in relation to Marketplace, Cross Border Acceptance, Digital Wallet, Merchant Category Code, Crypto, Merchant Data Quality, Dynamic Currency Conversion, Minimum Approval Rate, Fraud Reporting, Visa Direct and / or various other new or existing compliance programs, as well as developing detailed data analyses to support these programs. Programs managed by this role may change over time based on Visa’s Compliance needs. The role will manage internal and external relations within the context of compliance negotiations and enforcement (non-compliance assessments) and process escalation where appropriate to the Rules and Compliance senior management with the intention of ensuring minimal brand and reputational risk exposure to the Visa Inc. enterprise.

The role works independently under limited supervision. The compliance issues are often difficult and mildly complex in nature. The role may help coordinate wider projects, delegate tasks and review other staff work within the function.

Essential Functions:

The role will ensure that clients are compliant to the rules; monitor, investigate and validate the compliance status of Clients and, where necessary, pursue corrective and negotiated action.  The primary focus is to bring Clients into compliance with proactive compliance program rules. The role is also responsible for negotiating compliance action plans with Clients, using discretion within the regulatory framework, while assessing the impact on the Visa brand, the integrity of the network, the client’s businesses and the feasibility of suggested remedial action.

The role is responsible and accountable for:

• Ensuring Clients are compliant with the rules and monitoring, investigating and validating the compliance status of Clients and, where necessary, pursuing corrective and negotiated action with the Clients to bring them into compliance. 
• Creating analysis of transaction data and various research to identify non-compliant activity or trends.
• Tracking and control of Compliance actions plans as submitted by Clients and ensuring they are tracked to resolution.
• Managing internal and external relations within the context of compliance enforcement (non-compliance assessments) and processes escalating where appropriate to the Rules and Compliance senior management with the intention of ensuring minimal brand and reputational risk exposure to the Visa Inc. enterprise.
• Providing prompt, accurate responses to questions about proactive compliance program rules.
• Ensuring all management information statistics and performance criteria and trends relating to Compliance processing are collated, analyzed, published and fed back to team members to help define the compliance strategy for Visa Inc. globally and regionally.
• Participating in the development and execution of activities and programs aimed at improving Client and/or internal satisfaction.
• Establishing and maintaining relationships with Clients and other entities as it relates to the responsibilities of the Rules and Compliance team; participating in activities in relation to inquiries or action plans as required.
• Interacting with Clients and Visa Inc. Sales Account Executives / CS Account Managers to ensure Client understanding and compliance with the Visa Rules
• Execution of Rules and Compliance procedures, as developed and updated over time as the function progresses.
• Management of multiple compliance actions with Business Function owners at any one time and prioritizing as appropriate.
• Assisting in the definition and creation of yearly strategy and plans to support the relevant compliance programs.
• Provide Clients and staff with accurate interpretation and analysis of the Visa Rules in response to telephone or written inquiries and / or proposed Client or Third Party Administrator activities, and as a full project team member for assigned projects as required.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

This role will join the global treasury practice, focusing on the establishment of insurance/reinsurance collateral management practices for group companies aimed at increasing the scalability and automation of collateral management and process improvement across the group.

Role will require the ability to support process change improvements that are compliant with group policies and controls. Position requires coordination with internal customers and stakeholders. 

Job Responsibilities

1. Support implementation, administer and monitor collateral management processes, including regular reporting, and administration.
2. State Deposit Processing and Monitoring.
3. Collate and report metrics to demonstrate progress toward group goals.
4. Coordinate documentation relating to third party contacts (trustees, banks, state departments, reinsurers.).
5. Maintain and organize records and company databases.
6. Provide support for collateral matters across functional teams and business units.
7. Support and monitor controls for collateral management, including management/updates to the SOX Narrative.
8. Identify and report issues relating to Insurance/reinsurance trust accounts.

The candidate will support large, complex organizational change initiatives and lead small to medium-sized change initiatives at Visa, such as business process and technology modifications, concentrating on the people side of change. This role provides vital project support to the lead change manager in developing and implementing plans to increase employee adoption of new tools and processes and reduce resistance to changes.

• Provide tactical support for change management projects
• Coordinate change management project and sponsor meetings, presentations, training sessions, office hours, and other meetings and events
• Gather data for impact analyses and readiness assessments
• Develop communications materials
• Track and report on change management activities
• Lead small to medium-sized change initiatives and develop change management plans for successful adoption.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

The standard working hours for this role currently are from 5:00 pm to 2:00 am, local Manila time. When the work necessitates it,  you may be required to work outside of the prescribed work hours.  Visa reserves the right to adjust the  standard working hours in future based on the business requirements

Get to know our Team:

This role will be primarily focusing on the intricate backend services for driver partners along with aspects of merchant vendor management. We are a team that: 

• Celebrates strong collaboration and support and mutual respect. 

• Is passionate about creating and ensuring value for our driver and merchant partners. 

• Strives to do excellent and meaningful work with the clarity of thought, creativity and effective execution. 

• Helps influence the overall operations efficiency of the company, especially involving that of our driver and merchant partners. 

Get to know the Role:

As Senior Manager, Vendor Management, you will lead our efforts to drive operational excellence through strategic outsourcing and vendor partnerships. Your role will focus on enhancing performance, optimizing costs, and ensuring the quality of services received from third-party vendors and business process outsourcing partners. You will play a critical role in shaping our outsourcing strategy, managing our vendor portfolio, and ensuring that our partnerships align with our business goals and values.

The day-to-day activities:

• Strategic Leadership and Oversight: Develop and implement a comprehensive outsourcing and vendor management strategy that supports the organization's objectives. Oversee all aspects of our BPO and vendor relationships, including selection, negotiation, performance monitoring, and relationship management.

• Performance Management: Establish performance metrics and service level agreements (SLAs) to ensure vendors meet or exceed expectations. Conduct regular performance reviews and implement improvement plans as necessary.

• Risk Management: Identify potential risks associated with outsourcing and vendor partnerships. Develop and implement risk mitigation strategies to protect the organization's interests.

• Cost Optimization: Drive cost-efficiency initiatives through effective negotiation, contract management, and ongoing vendor evaluation. Ensure that outsourcing arrangements deliver value and support the organization's financial goals.

• Collaboration and Communication: Work closely with internal stakeholders to understand their needs and ensure vendor services align with these requirements. Foster strong relationships with vendors and act as the primary point of contact for all vendor management issues.

• Compliance and Quality Assurance: Ensure all vendor partnerships comply with legal, regulatory, and organizational standards. Oversee quality assurance processes to maintain high service standards.

• Innovation and Continuous Improvement: Identify and leverage opportunities for innovation and process improvement within vendor services. Stay abreast of industry trends and advancements to maintain a competitive edge.

At QIMA, we are on a mission to offer our clients smart solutions to make products you can trust.

Operating in over 100 countries, we serve the consumer products, food, and life sciences industries and help more than 30,000 brands, retailers, manufacturers, and growers achieve quality excellence.

We combine on-the-ground expertise with digital solutions that bring accuracy, transparency and intelligence for quality and compliance data.

What sets us apart is our unique culture. Our 5,000 Qimers live and make decisions every day by our QIMA Values. With client passion, integrity, and a commitment to make things simple, we disrupted the Testing, Inspection, and Certification industry. Are you ready to hop on this exciting ride with us and help us achieve our mission?

The Job                                                                     

The Project Management Leader will work closely with the Process Excellence Manager, undertaking a pivotal role in overseeing the execution of impactful initiatives and projects within the Finance department. This role demands hands-on management, leveraging expertise in both project management and change management.

• Create and execute project work plans by defining scope, resource allocation, key milestones, quality standards, risk assessment, and deliverables. Adapt plans as appropriate to meet changing needs and requirements effectively.
• Establish and maintain relationships with relevant stakeholders, internal and external resources, and providing regular project status updates.
• Ensure that all projects are delivered on time, within scope and within budget.
• Resolve and/or escalate issues promptly as needed.
• Set clear success metrics, effective follow-up measures, and diligently track progress.
• Support change initiatives and continuous improvements. Creating projects to deliver changes across global support finance.  

Total Number of Openings

Chevron participates in E-Verify in certain locations as required by law.

Incident Management Analyst

Metro Manila, Philippines
We’re an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. As an Incident Management Analyst, your role’s importance lies in providing quality content and contributing to our organization’s growth and success.

A SNAPSHOT OF YOUR ROLE
Your day could see you:

• Identify, troubleshoot, coordinate and resolve contact centre facing issues in a timely manner

• Receive, resolve and coordinate requests relating to operational system requirements

• Provides reporting and administrative support across multiple lines of business.

• Request’s handling

• Receive, deliver, and coordinate requests on contact centre operational requirements

• Escalation Handling

• Identify, troubleshoot, resolve, and coordinate contact centre facing issues in a timely manner

• Notify and update users upon resolution of issue via ticketing system and/or phone, chat, email

• Document issues in system issue tracker

• Reports and Administrative Tasks

• Provide daily reports pertaining to but not limited to the following: queue, attendance, escalations, customer facing outages, and BCP related logistics and issues as needed

• Provides support during Disaster Recovery and Business Continuity Plan (BCP) as required.

• Practice and ensure compliance with the organization’s policies and procedures

• Performs other duties as assigned

A BIT ABOUT YOU

• Working knowledge of Microsoft Office Applications

• Strong technical and logical skills; can use different systems and can self-learn

WHAT SUCCESS LOOKS LIKE

We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

•Collaboration: Brilliant jerks can be brilliant elsewhere.

•Impact: Do, get it done, and create impact.

•Passion: Be positive, bring passion and energy.

•Transparency: A transparent team can help each with other.

Join the A-Team and experience the A-Life!

Total Number of Openings

Chevron participates in E-Verify in certain locations as required by law.

This role primarily provides day-to-day administrative support and coordination related to the full knowledge management lifecycle and maintenance of the internal HR knowledge base. 

• Contribute in the creation and maintenance of knowledge and content following standard operating procedures and methodologies  

• Format HTML codes into knowledge articles 

• Perform analysis of content requirements and coordinate translation requests following the standard process set  

• Coordinate with global stakeholders on article creation and updates 

• Maintain knowledge assets and ensure clear, consistent, and unambiguous knowledge management repository  

• Conduct knowledge base system maintenance checks 

• Participate in testing before and after every system release 

• Assist in maintaining system performance records 

• Maintain historical records and reports of system usage, and knowledge articles inventory 

• May provide input and insight on employee feedback to support identification and execution of content-related project opportunities 

• May take part in projects related to research, creation, and maintenance of Knowledge Management resource materials 

• Escalate and analyze identified issues and concerns to the Team Lead for timely resolution 

• Maintain current processes and incorporate documentation updates as required 

• Perform simple but varied tasks in compliance with service level agreement, process, policies, and procedures 

• Assess identified issues and collate documentation to assist in investigating and in resolving common and recurring issues  

• Support selected simple process improvement initiatives to streamline processes 

The candidate will assist with organizational change initiatives at Visa, such as business process and technology modifications, concentrating on the people side of change. The primary responsibility is to aid the change manager in developing and implementing plans to increase employee adoption of new tools and processes and reduce resistance to changes.

• Provide administrative and logistical support for change management projects
• Assist in the coordination of change management project and sponsor meetings, presentations, training sessions , office hours, and other meetings and events
• Help in gathering data for impact analyses and readiness assessments
• Support the development of communications materials
• Participate in the tracking and reporting of change management activities
• Assist in the engagement and community management of change champion networks across the organization
• Support the development of reports and presentations on the progress and outcomes of change management initiatives

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

The IT Service Management (ITSM) group within the Employee Enablement Solutions team (EES) at Visa is seeking a Service Manager with excellent communication skills, a strong sense of ownership, and the ability to work autonomously. This role involves driving excellence across all employee-facing technology services, simplifying and optimizing IT services, and promoting a service culture focused on the employee experience. Key responsibilities include:

• Continual improvement of services and processes

• Building strategic partnerships throughout the organization

• Managing services throughout their lifecycle

• Influencing decisions as a customer advocate

• Facilitating transparent communication and collaboration

• Providing clear, weekly reporting focused on results and milestones

The ideal candidate should have a strong IT background, understand the evolving needs of the business, and have a passion for process improvement. They should balance empathy with the ability to explain limitations, understand the cost implications of services, and be able to back decisions with data. Excellent communication, interpersonal skills, and a commitment to delivering quality services are essential.

The candidate must be comfortable providing ITSM services autonomously and building strong relationships with staff and leaders globally. They should use analysis and relationships to improve the user experience in their region and beyond. The candidate will be expected to provide clear reporting and KPIs on a monthly basis, and track milestones in our systems for visibility.

The successful candidate will demonstrate emotional intelligence, executive presence, and the courage to highlight inconsistencies. They should be self-motivated, committed to enhancing ITSM processes, and eager to improve Visa through discussion, influence, leadership, and action. They will be expected to create plans with milestones and dates for optimal value achievement and provide professional proposals for ITSM service improvement on a quarterly basis.

Essential Functions include:

• Prioritizing and addressing local Service Improvement Opportunities quarterly, meeting or exceeding targets

• Analyzing ServiceNow data to identify service gaps and drive improvements

• Meeting with World Area staff/leaders to present analysis of services, capturing feedback and aligning with business needs

• Driving service transition and integration activities beyond minimum requirements, striving for world-class delivery

• Developing actionable plans with key deliverables/milestones, eliminating ambiguity

• Communicating with high energy, excellent verbal, written, and presentation skills are essential

• Creating clear and actionable service-related communications for distribution to targeted audiences

• Building partnerships and encouraging collaboration to maximize continual improvement opportunities

• Transforming complex technical concepts into precise, audience-appropriate language

• Leading in ambiguous high-pressure situations and working independently with limited direction

• Prioritizing and managing a wide range of competing initiatives

• Taking ownership of urgent customer items and building strong relationships with internal customers

• Optimizing service delivery by aligning technology owners with best practices and methodologies

• Challenging assumptions and the status quo, exhibiting strong organizational courage

• Developing persuasive business plans and proposals that maximize return on investment

• Exhibiting strong problem-solving skills and critical thinking techniques

• Understanding organizational change management and user experience improvement techniques

• Engaging professionally with people at all levels, using strong interpersonal skills

• Managing time and priority with attention to detail across a wide array of competing initiatives

• Integrating into a team of technical, process improvement and change management professionals

• Providing quarterly written proposals to leadership on biggest ITSM opportunity areas to serve Asia Pacific

The successful candidate will possess the following qualities:

• Strong ideation and problem-solving skills

• Results-oriented with a continuous improvement mindset

• Coachable and positive attitude

• Strong and concise communicator, effective listener, and empathetic

• Self-sufficient in admin tasks and effective at prioritizing

Additional responsibilities include tracking goals on a weekly basis, presenting monthly reports and strategy updates, showcasing milestone progress, and meeting or exceeding goal targets with weekly reporting. The successful candidate will demonstrate a high degree of autonomy and ownership, and possess excellent communication skills.
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Customer Service Representative 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:

• Handle customer inquiries and resolve concerns promptly and professionally
• Provide accurate and detailed information about our products/services to customers
• Identify and escalate priority issues to the appropriate departments
• Ensure customer satisfaction and loyalty through effective communication and problem-solving skills
• Maintain customer records and update relevant information in the system
• Collaborate with team members and other departments to improve overall customer experience
• Meet or exceed individual and team targets

• At least 6 months CSR experience Voice account 
• Good written and verbal English communication skills
• Amenable to work ONSITE in Mandaluyong
• OK to work on night shifts, with overtime whenever needed

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

What Instructional Design & Development contributes to Cardinal Health

Learning develops, deploys and evaluates learning solutions to support employee development and build organizational capability in alignment to business strategies. This function analyzes learning needs and develops training curricula, technologies, and programs. This function also manages trainings provided by third parties and partners with leaders and subject matter experts within functions and business units to deliver learning.

Instructional Design & Development develops blended learning solutions optimized for unique subject matter areas and audiences, leveraging third-party and Learning Technologies capabilities. This job family analyzes employee learning needs and partners with subject matter experts and business management to gain input for course content. Instructional Design & Development develops general and technical content based on best practices, facilitates the introduction of new courses, and develops and monitors metrics for evaluating learning solutions' effectiveness.

Role summary

You will play a pivotal role as the Knowledge Management Manager in ensuring the efficient passage of information and best practices throughout our organization. Your primary responsibility will be to oversee the creation, organization, maintenance, and dissemination of Standard Operating Procedures (SOPs), articles, and other essential knowledge resources for the success of our contact center operations.

Accountabilities in this role

• Develop and implement a comprehensive knowledge management strategy that will enhance the quality and accessibility of information in the contact center.
• Collaborate with cross-functional teams to identify knowledge gaps, record best practices, and develop new SOPs and articles as required.
• Maintain a centralized repository of SOPs, articles, training materials, and other knowledge resources for contact center agents' simple access.
• Review and update existing content on a regular basis to ensure accuracy, currency, and compliance with company policies and industry regulations.
• Implement effective knowledge sharing processes to cultivate collaboration and a culture of lifelong learning among contact center employees.
• Collaborate closely with the training and quality assurance teams to align knowledge materials with training curriculums and performance metrics.
• Create and administer metrics to monitor the efficacy of knowledge management initiatives, including content usage, search performance, and agent performance enhancements.
• Recommend enhancements to existing processes and tools and keep updated of industry trends and emergent technologies related to knowledge management.

Qualifications

· Bachelor's degree in a relevant field

· Proven experience (7+ years) in knowledge management, preferably within a contact center or customer service environment.

· Strong understanding of contact center operations, processes, and customer service principles.

· Excellent written and verbal communication skills, with the ability to convey complex information in a clear and concise manner.

· Proficiency in using knowledge management tools and software.

· Strong organizational and project management skills, with the ability to prioritize tasks and meet deadlines.

· Analytical mindset with the ability to interpret data and metrics to drive informed decisions.

· Team-oriented with the ability to collaborate effectively across departments.

· Demonstrated leadership skills and the ability to influence change within the organization.

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

To read and review this privacy notice click here

Octal Philippines Inc. is seeking a highly skilled and motivated individual to join our team as an IT Project Management Associate. As an IT Project Management Associate, you will be responsible for assisting in the planning, coordination, and execution of IT projects. This is an excellent opportunity for someone with strong project management skills and a passion for driving successful IT initiatives within the organization.

Responsibilities

• Assist in defining project scope, goals, and deliverables
• Develop and maintain project plans, schedules, and budgets
• Coordinate project resources and stakeholders to ensure timely completion of project milestones
• Monitor project progress and identify and resolve issues or risks
• Prepare and deliver project status reports to stakeholders and leadership
• Conduct project meetings and facilitate communication among project team members
• Ensure adherence to project management methodologies and best practices
• Support the implementation and post-implementation phases of projects

• Bachelor's degree in Computer Science, Engineering, Information Technology, or related field
• At least 3 years of experience in project management or related roles
• Proficient in project management tools and software
• Strong organizational and time management skills
• Excellent communication and interpersonal skills
• Ability to prioritize and manage multiple projects simultaneously
• Knowledge of software development lifecycle
• Good written and oral communication and listening skills, detail oriented, At least 3 years project management experience meticulous, team player, dependable
• Knowledge in clinical applications or medical information systems is an advantage
• PMP certification is a plus

Salary: P90,000 to P110,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM - 5:00 PM AEST)

What are we looking for?

Skills Required:

• Good technical knowledge and skillset of PL/SQL, Oracle SQL, JAVA. Basic/Intermediate UNIX
• On the ground / in the field WMS experience and Operations
• Has configured BY/JDA/RP Dispatcher (if BY/JDA/RP Discreet experience) NOTE: JDA is now known as Blue Yonder
• Hardware/RF exposure in the field
• Experience with designing Labels/Packing list/Invoices etc.
• Experience with WMS Support / Testing and experience with analysing and writing reports in SQL (SSRS)
• Experience with Application Support Systems (Zendesk, ConnectWise, Salesforce, ServiceNow, Zoho etc.)

Nice to Have:

• Ability to communicate and articulate clearly over the phone with Clients/Customers
• Responsive and driven to end task resolution

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 based in Australia deliver world-class supply chain solutions across the APAC region. Their experience comes from the successful delivery of solutions across 3PL, FMCG, retail, warehousing, and transport. With a talented team of highly skilled, technically advanced and operationally experienced consultant which all share fabric of service, commitment and excellence.

#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
• 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 a Property Management Admin Assistant who can work with us full-time and on-site!

Where?

Be a part of the Smartsourcing crew

YOUR MISSION

We are seeking a highly motivated and detail-oriented individual to join our team as a Junior Identity Management Administrator. In this role, you will assist with the administration and maintenance of our identity and access management systems.

• Troubleshoot and resolve issues related to identity and access management systems.
• Support the identity lifecycle of user accounts
• Assist in the maintenance and implementation of identity and access management policies and procedures.
• Monitor user access rights and permissions.
• Collaborate with cross-functional teams to ensure compliance with security policies and regulations.
• Assist in the development and implementation of identity and access management training programs.

YOUR TALENT

• Understanding of identity and access management principles
• Familiarity with identity management solutions such as Microsoft Azure Active Director/Entra ID, Google Cloud Platform
• Basic Knowledge of user provisioning, single sign-on protocols (SAML, OAuth2, SCIM...), multifactor authentication
• Excellent problem-solving skills and attention to detail
• Motivated, team-oriented and easily adapt to a complex environment.
• Experience with PowerShell is a plus
• Capable of collaborating in a multi-cultural environment
• Excellent English communication skills written and spoken, able to translate business request into technical requirements
• Willing to work in non-standard PH time schedules
• Willing to travel for onsite support and training

Salary: P40,000 – P70,000 (Monthly Package)

Schedule: 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 with background in banking or finance.
• Knowledgeable in Microsoft CRM.
• Excellent communication skills.

Nice to Have:

• Experience working for US clients.

What will you do?

• Contact and respond to team member requests for statements, investment performance, cash distributions and performance reports or the team.
• Process and follow up on operational duties linked to new accounts, transfers, risk management, and transactions.
• Breakout State Tax Returns from Federal Tax Returns.
• Fill in tracking sheet for tax returns.
• Assist with Billing.
• Cost basis reconciliation.
• Maintain tracking sheet for calendar of meetings and managing and scheduling meetings.
• Establish, develop, maintain and update client files.
• Maintain an accurate and up-to-date data in Microsoft CRM and other internal systems.
• Perform other related 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.

Hi! We’re Smartsourcing, and we’re looking for a Management Accountant who can work with us full-time and on-site!

Where?