Total 2 financial planner job vacancies in Business Management / Project / Planning category in mandaluyong national capital region

Work Setup and Location: On-Site, Arayat st., Mandaluyong, Metro Manila

Work Schedule: Morning or Mid-Shift, Monday-Friday (8-hour shift only)

Experience Level: 3-5 years

No. of employees required: 1

About the Role:

We are seeking an organized and detail-oriented Project Planner/Scheduler to manage project timelines, schedules, and resource allocation. The role will focus on creating and maintaining project schedules, ensuring that milestones are met on time and within scope. You will work closely with project managers, teams, and stakeholders to track project progress and adjust plans as necessary to ensure successful project delivery.

Key Responsibilities:

Schedule Development and Management

• Develop, maintain, and update detailed project schedules, including setting project milestones and deadlines.
• Coordinate with project managers to ensure that project schedules are accurate, realistic, and aligned with project goals.
• Monitor project progress, adjusting schedules as needed to ensure timely completion of deliverables.
• Identify any potential scheduling conflicts or resource constraints and proactively recommend adjustments.

Resource Allocation and Coordination

• Work with project teams to allocate resources efficiently, ensuring the right people and tools are available when needed.
• Monitor and manage resource utilization across multiple projects to ensure optimal use of resources.
• Track resource availability and adjust plans accordingly to prevent delays or resource shortages.

Progress Tracking and Reporting

• Track project milestones, deliverables, and critical paths to ensure projects remain on schedule.
• Prepare and provide regular status reports to project managers and stakeholders, highlighting any delays or issues.
• Use scheduling software to generate progress reports and timelines for project reviews and decision-making.

Risk and Issue Management

• Identify potential scheduling risks, such as delays or bottlenecks, and work with the project team to mitigate these risks.
• Provide input on corrective actions for projects that are falling behind schedule or facing delays.
• Ensure that risks and issues are documented and escalated to project managers when necessary.

Collaboration and Stakeholder Management

• Communicate regularly with project managers, team members, and stakeholders to ensure alignment on schedules and deliverables.
• Assist in coordinating with external vendors or contractors to meet scheduling requirements and deadlines.
• Ensure that any changes to project scope or schedule are documented and communicated to all relevant parties.

Quality and Compliance

• Ensure that scheduling practices and project timelines comply with internal processes, standards, and regulations.
• Support project managers in ensuring the overall quality of the project by keeping the schedule on track and minimizing delays.

Qualifications and Skills:

• Education: Bachelor’s degree in Project Management, Engineering, Business Administration, or a related field.
• Experience:
• 3-5 years of experience in project scheduling, planning, or coordination.
• Experience with project scheduling tools (e.g., Primavera P6, MS Project, or similar tools).
• Previous experience working on large-scale or complex projects is a plus.
• Technical Skills:
• In-depth knowledge of project scheduling principles and techniques.
• Proficient in project management software (e.g., MS Project, Primavera P6, or other scheduling software).
• Strong proficiency in Microsoft Excel and other reporting tools.
• Soft Skills:
• Excellent organizational and time-management skills.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Effective communication skills, both written and verbal.
• Problem-solving and critical-thinking abilities.
• Certifications (preferred):
• Project Management Professional (PMP) or Associate in Project Management (CAPM).
• Primavera P6 or MS Project certification.

Salary: P80,000 to P100,000 (Monthly Package)

Schedule: Monday – Friday (09:00 AM - 06:00 PM AEST)

What are we looking for?

Skills Required:

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3 years of demonstrated success in asset management, financial services, or related sales roles, with a strong focus on quantitative trading and systematic trend following strategies.
• Expertise in utilizing HubSpot and other lead tools that can apply to this role.
• Profound understanding of quantitative trading methodologies, systematic trend following, and diversified futures portfolios.
• Exceptional interpersonal and communication skills, with the ability to explain complex strategies to potential clients.

Nice to Have:

• MBA or CFA is a plus.
• Self-motivated and goal-oriented, driven by a commitment to achieving results in the quantitative trading space.
• Excellent negotiation and presentation skills.
• Ability to work collaboratively within a team and independently.

What will you do?

• Client Acquisition: Identify and target potential clients, including institutional investors, family offices, and financial advisors, who are interested in systematic trend following strategies over diversified futures portfolios.
• Market Research: Stay up-to-date on industry trends, competitor activities, and market dynamics within the quantitative trading and futures markets, providing valuable insights and recommendations to our team.
• Sales Strategy: Develop and execute effective sales strategies and tactics tailored to our systematic trend following offerings to achieve revenue and growth targets.
• Client Engagement: Build and maintain strong, long-term relationships with clients by understanding their specific investment needs and delivering tailored solutions based on our strategies.
• Product Knowledge: Maintain an in-depth understanding of our quantitative trading strategies, systematic trend following methodologies, and their application in diversified futures portfolios. Effectively communicate the benefits of these strategies to clients.
• Networking: Attend industry-specific events, conferences, and seminars to expand your professional network and represent the company as a leader in quantitative trading.
• Reporting: Prepare and deliver regular reports on sales activities, pipeline, and progress toward goals to the management team.
• Compliance: Ensure all activities adhere to industry regulations and compliance standards, particularly in the context of quantitative trading and futures trading.

Join the awesome team and enjoy these benefits & perks:

• Hybrid 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 with performance-based bonuses 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 quantitative fund manager, with over 15 years of trading derivatives in Sydney, Australia. Their expertise lies in dynamic asset allocation across 60+ liquid futures markets, encompassing equity indices, government bonds, short-term interest rates, currencies, and commodities. Licensed to serve wholesale investors under the Australian Financial Services License.

#ConnectOS #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.