Total 7 management trainee job vacancies in Pasig, Metro Manila

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

Schedule: Monday – Friday (10:00 PM – 7:00 AM PHT)

What are we looking for?

Skills Required:

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

Nice to Have:

• 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.

Salary: P50,000 – P80,000 (Monthly Package)

Schedule: 10:00 AM – 7:00 PM EST

What are we looking for?

Skills Required:

• At least 4 years of working experience on a similar role
• Must have experience in using Microsoft Dynamics
• Experience with Microsoft Office including Publisher, Outlook, and PowerPoint.
• Experience with uploading onto websites, LinkedIn, and managing Amazon stores.

What will you do?

• Building library for RFP responses
• Administrative/back-end support - coordination and organization of events
• Tracking referrals, updating contacts in the system, and business development activities
• Conversion of data from legacy CRM to the new CRM
• Support the initiative to build, implement, management and maintenance of the new CRM system.
• Cleaning up existing data and keeping notes in the system
• Collaborating with internal teams

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, based in the US, is a company that is dedicated to creating connections and empowering individuals to achieve their goals within the IT and Engineering industries. They have a remarkable history of sourcing top technical talent for global companies by deeply understanding their unique needs and aspirations. Their mission is to serve as a bridge to overall success. Since 2019, they have emphasized fostering long-term partnerships with the customers and communities they serve. With a combined experience of more than 75 years, they consistently strive to comprehend and efficiently address each client's specific requirements, ensuring their ultimate triumph.

#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 – P80,000 (Monthly Package)

Scheduled: 10:00 AM – 7:00 PM (Easter Daylight Time)

What are we looking for?

Skills Required:

• At least 4 years of working experience on a similar role
• Finance and banking industry experience.
• Experience with any CRM tools and MS Office Suite.

Nice to have:

• Fidelity Investments software experience is a huge advantage

What will you do?

• Transfer of Assets Reconciliation
• Bulk Journal Reconciliation
• Document management support– via automation and manually from various portals
• Collect and file accounts statements and year-end tax information
• Assist with Tax Doc program support
• Monitor custodial account alerts, determine action required
• Maintain client accounts in good order and update client information as needed
• Comply with regulatory and internal process requirements
• Perform special projects and other duties as needed

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: 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.

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.