Total 121 cash management officer job vacancies in pasig metro manila

Work Arrangement: Fully remote, overlapping US time zone working hours.

Job Type: Full-time

Salary Range: Up to $1,700 per month, dependent on skills and experience

Work Schedule: 40 hours per week, with core hours between 9 AM – 2 PM PST

Locations: Remote, open to candidates from the Philippines

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About the Company:

A multi-day event for software leaders, entrepreneurs, and decision makers focused on helping scale-up companies grow. The event fosters a collaborative atmosphere where learning and problem-solving take precedence over personal accolades. The result? Guests leave with growth strategies and the connections needed to execute them.

About the Role:

As a B2B Digital Marketer, you’ll be a key player in developing and executing marketing strategies that enhance the company's brand and drive ticket sales. Your goal will be to generate high-quality leads through creative, data-driven campaigns. This is a fantastic opportunity for someone passionate about marketing and the software industry, with flexibility and the freedom to innovate.

Key Responsibilities:

1. Develop and Execute Marketing Strategies (40%)

• Develop and implement data-driven marketing strategies to generate high-quality leads and increase ticket sales, while ensuring alignment with the brand.
• Regularly analyze the performance of marketing campaigns, making necessary adjustments to optimize results and meet key performance metrics.
• Identify trends, opportunities, and target audience insights through comprehensive market research to inform and improve marketing efforts.

2. Content Creation and Management (30%)

• Develop high-quality content for social media platforms, email newsletters, and blog posts to attract and engage potential leads.
• Ensure all content supports the broader marketing strategy and contributes to key metrics, such as lead generation and attendee conversion.
• Work with team members to execute integrated marketing campaigns, ensuring consistent messaging across all channels.

3. Data Analysis and Continuous Improvement (30%)

• Regularly monitor campaign performance using various analytics tools, assessing the impact of marketing activities on the North Star Metric and its drivers.
• Use data insights to continually refine and improve marketing tactics, focusing on achieving better engagement and lead quality.
• Collaborate with leadership to identify new marketing opportunities and adapt strategies to support the company’s growth objectives.

• Must-Have:

• Proven experience as a Digital Marketer with successful campaign management.
• Proficiency with WordPress, HubSpot, and Slack.
• Expertise in Google Ads and Facebook Ads management.
• Strong copywriting skills and SEO knowledge.
• Proficiency in design tools like Canva or Adobe Creative Suite.
• Nice-to-Have:
• Experience working with remote teams.
• Additional language proficiency.

• Competitive Salary: Up to $1,700 per month, based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• Health Coverage: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Grow through guidance from industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Work and connect with professionals around the world
• Work-Life Balance: Flexible hours that support a healthy work-life balance

Our Recruitment Process:

1. Application

You will submit your initial requirements (personal information, resume, etc.) through our job portal, where we'll collect key information about your work experience, skills, and qualifications.

2. Pre-Screening

If you're shortlisted, you'll complete a pre-screening by recording your responses to a few questions via audio or video. We'll use this to get a sense of your motivation, energy, and overall fit for the role.

3. Top-Grading Interview

Next, you will participate in a Top-Grading Interview with one of our recruiters. We’ll dive into your past experiences, strengths, challenges, and work history to understand how you might perform in future roles. Additionally, we will ask you to submit a short video recording, following our provided guidelines, which will be shared with the client as part of your endorsement.

4. Skills Assessment

After the interview, you will complete a skills assessment, which could involve practical tasks, technical tests, or situational exercises to show how you would handle scenarios related to the job.

5. Client Interview

If you pass the skills assessment, you’ll have a final interview with the hiring client. This is where you’ll discuss the role’s responsibilities, expectations, and how you would fit into their team.

6. Job Offer

If selected, you will receive a formal job offer that includes all the details, such as salary, benefits, and your start dat

7. Onboarding

Once you accept the offer, you’ll begin our onboarding process, which includes training and orientation to get you fully prepared for your new role.

Ready to Join Us?

If this role aligns with your skills and career goals, we’d love to hear from you. Apply now to take the next step in your journey with Pearl.

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!

Responsibilities:

• Provides customer support through different communication channels (phone, email, chat).  
• Resolve issues and accommodates customer inquiries to ensure satisfaction with products or services.  
• Collaborates with colleagues and different departments to resolve complex issues  
• Maintains accurate records on customer interactions, transaction, feedback, etc.  

• At least 6 months BPO Experience
• Order taking or food industry experience is a PLUS
• Excellent verbal and written English skills
• Willing to work onsite in MAKATI
• Amenable working weekends and night shift

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

Job Description

Key Responsibilities:

• Responsible for preparing work to agreed internal deadlines to the expected standard
• Knowledge of all banking systems including a good understanding of different client payment processes
• Knowledge of deadlines and deliverables and early escalation of issues to the GPT Supervisor
• Minimise risk to IQEQ by following procedures and checklists
• Be proactive in identifying development and training requirements

Tasks

Client Delivery

• Ensure all client queries are appropriately responded to and all emails received into the team’s mailbox are actioned
• Ensure all payments are processed accurately and delivered to required timescale
• Ensure all contact and time reporting system changes are processed accurately and delivered to required timescales
• Establish and maintain effective lines of communication with CS Teams regarding the progress of tasks and share information with GPT colleagues
• Identify areas for improvement regarding GPT process and offer solutions
• Providing support and training to the rest of the team, and

IQEQ Fee Processes

• Accurate daily completion of the time reporting system for all tasks undertaken

Systems

• Understand and use best practice on Investran
• Understand and use best practice on the time reporting system
• Understand the process in setting up, gaining authorisation for and releasing payments via the various banking systems

Risk

• Ensure relevant procedures and checklists are adhered to and completed to minimise risk of errors
• Reports any breaches, complaints or errors to the relevant Client Services Team Accountant and Compliance officer promptly
• Assist in the preparation of error reports, identifying areas of operational risk and proposing appropriate remedial actions within 24 hours of identifying the error

Other

• Undertake any additional reasonable requests as deemed by the firm

You will build strong customer relationships with existing and new clients, gaining insight into their needs and delivering customer-centric solutions.  

Drawing on your existing experience you will be responsible for the AML/KYC preparation, analysis and set-up of the investors’ files eg. Individual, Company, Trust, Foundation, Regulated entity.

Following our policies and procedures is a must; meeting our regulatory obligations is essential but there will be times when you need to use your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

Balancing your day with different priorities and working closely with your colleagues to on-board our new clients is essential. Uou will follow-up of the KYC files with the relevant parties when needed such as Auditor, AIFM, Depositary, Compliance, Management. You will do AML screening, filing and scanning of the KYC documentation as well as receive, investigate and answer emails/ queries from internal and external parties in a timely manner.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

JOB SUMMARY:

• To provide a high-quality service to the Client Services Teams, helping to ensure all deliverables are met

• To assist in the client database administration, payment processing and RS package processes with your team, and conduct all work in accordance with the firm’s policies and procedures.

• Obtain sound knowledge of the administration process, and develop the key skills required to become a reliable member of the team

Key Responsibilities:

• Responsible for preparing work to agreed internal deadlines to the expected standard

• Knowledge of Accounting static data platform including a good understanding of use of data, and best practices for maintaining data quality.

• Knowledge of deadlines and deliverables and early escalation of issues to the GPT Supervisor

• Minimise risk to IQEQ by following procedures and checklists

• Be proactive in identifying development and training requirements

Tasks (what does the role do on a day-to-day basis)

Client Delivery

• Ensure all client queries and requests are appropriately responded to and all emails received into the team’s mailbox are actioned accurately.

• Ensure all data changes and time reporting system changes are processed accurately and delivered to required timescales

• Provide support when required for processing payments, ensuring accuracy, and are delivered to required timescale

• Establish and maintain effective lines of communication with CS Teams regarding the progress of tasks and share information with GPT colleagues

• Identify areas for improvement regarding GPT process and offer solutions • Providing support and knowledge sharing with the rest of the team

IQEQ Processes

• Accurate daily completion of the time reporting system for all tasks undertaken 2

Systems

• Understand and use best practice on Investran

• Understand and use best practice on the time reporting system

• Understand the process in setting up, gaining authorisation for, and releasing payments via the various banking systems.

Risk

• Ensure relevant procedures and checklists are adhered to and completed to minimise risk of errors

• Reports any breaches, complaints or errors to the relevant Client Services Team Accountant and Compliance officer promptly

• Assist in the preparation of error reports, identifying areas of operational risk and proposing appropriate remedial actions within 24 hours of identifying the error

Other

• Undertake any additional reasonable requests as deemed by the firm

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

• Support to develops Key Projects by attaining turnover and Sika share targets in the Philippines.
• Ensure key project clients and international key customers are satisfied with the services provided, identifying new business opportunities for key clients
• Maintains customer rapport and build relationship with key project owners, consultants and keep watch for business expansion. Develop trust relationships with a portfolio of major clients to ensure they do not turn to competition.
• Collaborate with specs team to maintain and develop a network of direct contacts with Engineering Firms, Architects, consultants, main contractors (international and locals), Applicators thereby establishing a degree of TRUST for current and future Key Projects.
• Coordinate and maintain all KPMs, reporting in the different formats required.
• Coordinate with TM, sales, procurement and production to ensure availability of products for the projects and help to plan deliveries
• Prepare technical proposal for projects, presentations and ensure a proper technical message is passed to the client.
• Actively participates in all SPI projects regarding quality and the environment and fully supports and acts in accordance with the company policy.
• Ensures that the Quality and Environmental Management System is followed. 
• Ensures that all operating standards are always adhered.
• Strictly complies with company policies, systems and procedures, work rules and regulations. Performs other responsibilities that may be assigned from time to time by its immediate superior.

As part of our Depositary Services team who are responsible for our Private Equity and Real Estate Fund clients; you'll build strong customer relationships with existing and new clients, external providers to gain an insight into their needs and ensure we deliver customer-centric solutions. 

Drawing on your existing experience you will be responsible for safeguarding and verifying the ownership of their assets and monitor the performance of cash flow activities, to include the oversight checks and control of valuations.

Compliance and regulations has never been more complex; you’ll need to ensure we comply with the AIFMD requirements and keep up to date with legislation, professional standards and regulatory changes affecting the Luxembourg domiciled funds, safeguarding us from potential risks.

You’ll need to be thorough in all you do, using your own judgment to highlight and report complaints, operational risks, suspicions in accordance with our local procedures. 

Together we find solutions and make things happen but to do this we want you to contribute; looking for ways to help us get better at what we do in the most efficient and effective way.

Knowing how to build effective relationships with your immediate colleagues and other team members within the wider business. Having open dialogue, working collaboratively and instilling trust, through honesty integrity and sincerity will be an essential requirement for this role.  

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

You'll play a key role in our Global Payment Team (GPT) Manila, ensuring high quality services is provided to the Client Services Teams.

You will be responsible for overseeing all Investran request and payment instructions are settled accurately and on a timely basis. We pride ourselves for being resilient, respectful and open. You’ll need to be pro-active and be able to maintain clear communication between your colleagues, other teams and the wider group.

Every day brings a new challenge so you’ll need to be a team player at heart with a ‘can do’ attitude, with an eye for detail, great organisational skills so you can prioritise your day and sometimes with conflicting deadlines that still need to be met.

It is essential that you follow the correct processes and procedures to help us ensure we are compliant with applicable laws, service standards, company policies and procedures. You will need to have a curious mind and use your initiative to identify any risks or concerns ensuring you report them in a timely manner.

• Responsibilities (how we will measure success)

• Responsible for overseeing workflow management in Manilla for payment processing and banking admin tasks. 
• Responsible for preparing work to agreed internal deadlines to the expected standard
• Knowledge of Trident and banking systems including a good understanding of various client payment processes
• Knowledge of payment cut offs, internal deadlines for payment processing and ensuring early escalation of issues to GPT team managers in Belfast
• Minimize risk to IQ EQ by following procedures and checklists
• Act as Trainor to our new team members
• Be proactive in identifying development and training requirements

• Tasks (what does the role do on a day-to-day basis)

• Ensure all payments are appropriately processed, and all emails received into the team mailboxes are actioned
• Ensure all payments are processed accurately and delivered to required timescale
• Establish and maintain effective lines of communication with GPT Managers and authorizers
• Identify areas for improvement re: GPT processes and offer solutions
• Providing support and training to the rest of the team, and other teams as required

Responsibilities

• Understand applicable Acts, Regulations, Notices, Circulars, and Guidelines to address client’s queries
• Tracking of work items and monthly calls
• Drafting of compliance checklists and reports
• Drafting of meeting minutes
• Maintenance of compliance registers
• Drafting of onboarding pack
• Drafting and review of compliance documents
• Assist with routine and ad-hoc administrative tasks

Skills Set

• Highly discreet, organized, and meticulous
• Professional conduct and handle sensitive information with the utmost confidentiality
• Neat, and tidy
• Team player

You will build strong customer relationships with existing and new clients, gaining insight into their needs and delivering customer-centric solutions.  

Drawing on your existing experience you will be responsible for the AML/KYC preparation, analysis and set-up of the investors’ files eg. Individual, Company, Trust, Foundation, Regulated entity.

Following our policies and procedures is a must; meeting our regulatory obligations is essential but there will be times when you need to use your own judgment to highlight any significant finds and put forward any recommendations to help us find an appropriate solution.

Balancing your day with different priorities and working closely with your colleagues to on-board our new clients is essential. Uou will follow-up of the KYC files with the relevant parties when needed such as Auditor, AIFM, Depositary, Compliance, Management. You will do AML screening, filing and scanning of the KYC documentation as well as receive, investigate and answer emails/ queries from internal and external parties in a timely manner.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

Responsibilities (how we will measure success)

The successful incumbent will represent the first line of defense, with a focus on providing quality periodic review work on both clients and investors, supporting the Asia Pacific Team. The tasks will be completed in accordance with internal AML/CFT policies and procedures, as well as international and domestic AML/CFT regulations and guidelines. This role will be to support the Fund Administration and Corporate Services segments.

Tasks (what does the role do on a day-to-day basis)

Periodic Review

• Perform AML/KYC periodic reviews and drive remediation efforts on existing clients to ensure all gaps are closed and in accordance with applicable regulations.
• To support team members in conducting screening, review of due diligence documents including source of funds & wealth, and risk assessments within established timelines.
• To ensure KYC documents are up to date and properly recorded/refreshed.
• To provide independent recommendations to mitigate the identified risks across the existing client book where necessary, and/or be responsible for escalating the findings to the necessary stakeholders.
• To assist the wider cluster teams with managing client data and trackers to see through the completion of full client KYC lifecycles.
• To perform management reporting on key statistics and status updates in an efficient manner.
• To support wider department initiatives in terms of policy and system application.
• Be the point of contact for clients to collect due diligence documents in relation to periodic reviews and provide timely responses to the same.
• To act as a resource to the other departments and stakeholders where required.

Other

• Support the department as required within the confines of role.
• Undertake any additional reasonable duties as required the Firm.

  Key competencies for position and level

• Strong analytical skills with excellent attention to detail
• Organised and meticulous when handling large volumes of data and workstreams
• Results oriented and ability to multitask and manage high volumes of priorities in a fast-paced environment
• Resourceful with good verbal and written communication skills

•  

  Key behaviours we expect to see

  In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Taking Ownership
• Resilience
• Positivity
• Proactivity

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships, we’ll always find EMPATHY

WHAT IS YOUR ROLE

The LMS Administrator is primarily responsible for tailoring the LMS to align with the organization and project’s objectives. These tasks involve setting up eLearning, crafting learning paths, and managing user permissions. Furthermore, they collaborate with internal clients to pinpoint areas of improvement and suggest modifications to optimize the system..

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic, and Authentic.

WHAT WILL YOU DO

• Works on assignments dealing with the routine and daily operation, use, and configuration of the Jhpiego LMS.
• Manages community areas within the LMS including functionality, appearance, tabs, and settings.
• Identifies and communicates opportunities for process and quality improvements, providing feedback on usage, defects, and suggested enhancements.
• Acquires and maintains knowledge of current technology as it applies to LMS software and systems.
• Maintains procedures and policies to ensure the security and integrity of systems/networks.
• Writes and maintains technical procedures and policy documentation.
• Collaborates with the HR Business Partner on training needs and opportunities for the expansion of talent development within the organization.
• Acts as an internal consultant by analyzing data and recommending solutions to utilize the LMS to deliver, track training, and measure performance to meet organizational objectives.
• Creates and updates resources to train and support learners on how to use the technology for online and professional development.

User Management:

• Creates user logins as needed and assigns user permissions.
• Creates and manages user structures including the creation of user groups and learning cohorts.
• Manages course enrollment including progress tracking.

Course Management:

• Publishes and archives online or blended learning solutions assigns training curricula, and adds and deletes resources.
• Works with the Information Technology department to manage the course asset library.
• Populates course information and assigns learners.
• Develops and updates standardized tools and reporting for ongoing access to learning information; generates standard and custom reports.
• Analyzes reporting data and recommends strategic direction to HR, technical managers, or others, as appropriate.
• Creates and manages the overall course structure and sets up course programs based on specifications from the instructional designer.
• Builds online assessments and evaluations in LMS for courses.
• Manages relationships with third-party vendor LINGOs and facilitates the successful linkage of LINGO courses to the Jhpiego LMS.

Troubleshooting:

• Provides troubleshooting assistance for users regarding logging in to the LMS and accessing courses.
• Troubleshoots and resolves issues relating to system functionality and software systems.
• Serves as point of escalation for support issues, which may include interaction with LMS vendors and other vendor support services.
• Reviews and monitors system performance.
• Works with the instructional technologist and instructional designers to troubleshoot and resolve technical issues related to accessing the LMS and course content.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction.

YOU HAVE…

• Bachelor’s degree
• Minimum of 3 years experience as an LMS administrator or in a similar position
• Technical skills including troubleshooting, and understanding of directories, file structures, and systems
• Ability to troubleshoot and resolve technical issues
• Ability to collaborate with others at all levels of the organization as well as vendors
• Ability to gain new technical skills quickly
• Customer service skills, responsive attitude
• Strong oral and written communication skills; ability to communicate complex technical concepts in layman’s terms

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Mental Health Program
• Philhealth Coverage

What does the management trainee do?

The Key Project Management (KPM) trainee will play a critical role within the company to achieve our objectives over the long term. The trainee will work with both the regional and local KPM teams to identify projects and opportunities that align with our core competencies of providing high quality solutions for the construction industry. You will be a key contributor to the strategic direction of the KPM team.

You will gain exposure and experience in:

Undertaking market research to identify key projects of interest.

Review of project specifications, scope of work and customer requirements.

Develop, plan, and execute a strategy to build customer relationships and increase project penetration.

Communicate market intelligence, results and lessons learnt with the team. 

Participate in meetings, workshops, and other learning opportunities – both internal and external.

Make regular site visits to monitor progress, demonstrate technical expertise and build relationships.

Develop and maintain a network of direct contacts with architects, consultants and main contractors.

Travel to different offices and participate in daily operations as required.

Provide administrative support, create, and conduct presentations.

Help managers in evaluating performance (e.g. writing reports, analyzing data)

Gaining knowledge of company policies, protocols, and processes.

Drive change, unlock potential, win together, and inspire.

Specific Duties and Responsibilities:

Revenue Analysis & Reporting

• Responsible for design & generation of regular sales reports such as but not limited to:
  1. Daily Sales Dashboard
  2. Monthly Sales Report
  3. Detailed Sales Variance Analysis
  4. Sales & Gross Margin Analysis
  5. Sales Monthly Trend

• Generation of special purpose reports such:
  1. TM Concrete Sales, Volume & Margin Report
  2. TM Industry Sales & Margin Report
  3. Cross-Selling Report
  4. Key Project Management Reports

• Generation of special or adhoc reports or data request coming from Sales Group Heads, TM, Finance and GM for purpose of monthly business reviews, regional reporting, customer reviews, special projects progress reporting.

• Drive data collation and synthesis of budgeting, forecasting and all kinds of forward- looking revenue & margin projections such as:
  1. Sales Bridge (Weekly & Monthly Sales Plan, Actuals & Forecast)
  2. 12 Month - Rolling Forecast
  3. Annual Sales Budgeting Files
  4. Seasonal Sales Projections Exercise
  5. Special Purpose Projections (e.g. for RPA input)

• Analytical calculations for purpose deriving conclusion on trends and behavior of revenue and margin in relation to customer, product, volume, segments, sections and other slices of data as the situation demands.

• Regularly interacts and coordinate with different sales & marketing group for purpose of getting insights on relevant reports as well as giving guidance on how to accomplish various budgeting, forecasting and analysis templates.

Pricing Generation and Maintenance

• To facilitate the annual pricing review exercise (SMP/SRP Review) by:
  1. Collate relevant financial data for historical references such average prices, discounts, costs, margins, and volume
  2. Gather inputs from sales and marketing group in terms of target price, competitor’s prices, volume projections, data outliers (i.e. product promotions)
  3. Gather inputs from costing and inventory officer for product costing, inventory information, product lifecycle, SLOB considerations, critical costing assumptions.
  4. Provide a working template to synthesize all relevant reference, inputs and calculation in aid of pricing decision-making.

• To manage end to end pricing requests (SMP/SRP request) in terms of accuracy, timeliness and completeness, going through the required inputs from relevant department or personnel.

• To generate control and monitoring pricing reports such as price effect reports, pricing initiatives progress reports, price waterfall analysis and other pricing analytics.

• To maintain and keep updated all types of pricing records in different systems such as but not limited to Microsoft AX (including Trade Agreements), Salesforce Pricebook, Pricelists (Broadcasted Internal & External).

• To maintain and keep updated database of competitors equivalent products and prices periodically for purpose of providing supporting assumption on price positioning.

1. To provide insights and feedback to pricing committee in terms of pricing suggestions, pricing issues, price improvements and price competitiveness.

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.

Responsibilities (how we will measure success)

The successful incumbent will represent the first line of defense, with a focus on providing quality periodic review work on both clients and investors, supporting the Asia Pacific Team. The tasks will be completed in accordance with internal AML/CFT policies and procedures, as well as international and domestic AML/CFT regulations and guidelines. This role will be to support the Fund Administration and Corporate Services segments.

Tasks (what does the role do on a day-to-day basis)

Periodic Review

• Perform AML/KYC periodic reviews and drive remediation efforts on existing clients to ensure all gaps are closed and in accordance with applicable regulations.
• To support team members in conducting screening, review of due diligence documents including source of funds & wealth, and risk assessments within established timelines.
• To ensure KYC documents are up to date and properly recorded/refreshed.
• To provide independent recommendations to mitigate the identified risks across the existing client book where necessary, and/or be responsible for escalating the findings to the necessary stakeholders.
• To assist the wider cluster teams with managing client data and trackers to see through the completion of full client KYC lifecycles.
• To perform management reporting on key statistics and status updates in an efficient manner.
• To support wider department initiatives in terms of policy and system application.
• Be the point of contact for clients to collect due diligence documents in relation to periodic reviews and provide timely responses to the same.
• To act as a resource to the other departments and stakeholders where required.

Other

• Support the department as required within the confines of role.
• Undertake any additional reasonable duties as required the Firm.

  Key competencies for position and level

• Strong analytical skills with excellent attention to detail
• Organised and meticulous when handling large volumes of data and workstreams
• Results oriented and ability to multitask and manage high volumes of priorities in a fast-paced environment
• Resourceful with good verbal and written communication skills

•  

  Key behaviours we expect to see

  In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Taking Ownership
• Resilience
• Positivity
• Proactivity

Data Management Associates are responsible for supporting the Data Management workstream within the AGS Implementation process for MSP or Procurement Solutions projects. The Data Management Associate is responsible for collecting and tracking incumbent worker data from a variety of sources, analyzing data gaps, validating data and transforming data for upload. The Data Management Associate will be responsible for discovering and resolving gaps in data to prepare the information for loading into a VMS. The Data Management Associate will attend all internal and external project calls, and report workstream status. The Data Management Associate will build the necessary relationships between outside vendors, clients and internal project teams to complete project tasks on deadline and with quality. Data Management Associates will partner with Data Management Analysts to quality check/audit data loads as part of their training. Data Management Associates are also expected to work on various projects including audits, rate card / worker modifications and other general team projects. Data Management Associates are expected to support multiple projects simultaneously. 

Key Responsibilities:

• Work within a team to collect, organize and validate data using a proprietary AGS data collection tool
• Follow up on outstanding data from outside vendors
• Analyze data for gaps and/or errors in large data sets, work to resolve data issues
• Prepare load templates for upload into Vendor Management Systems (VMS)
• Attend and be an active participant in all assigned project meetings, communicate status of projects on weekly client-facing status calls
• Prepare summaries of data collection status for team updates
• Follow established project schedule and adhere to deadlines, escalate as necessary if deadlines will be missed
• Perform peer quality audits on worker and rate uploads
• Provide support on other various Data Management project initiatives
• Data Management associates will be assigned to multiple projects simultaneously, and must have the ability to multi-task and organize large data sets from multiple sources
• Ability to work in a fast-paced environment, spanning multiple time zones
• Ensure standards are applied to programs and exceptions are documented
• Responsible for data quality and implementing processes which drive efficiency and support data governance

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.

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

WHAT YOU WILL NEED:

• Must have skills/tools/experience: Incident Management, Change Management. ITIL

• Nice to have skills/tools/experience: ITIL, ServiceNow, Financial Industry experience

• At least 5 years of relevant experience

• Must be willing to work on a Hybrid setup (twice a week onsite). Office location is at Ecoplaza Bldg, Makati City (located near Magallanes MRT Station, EDSA)

• Must be willing to work from 8:00am to 5:00pm Australia Time with on-call rotation

• College Undergraduates and Non-Bachelor's Degree holders with relevant experiences are welcome to apply

• Considerable knowledge of incident and problem management principles, procedures and techniques

• Considerable knowledge of standards and best practices relevant to the information technology industry, e.g., ITIL)

• Strong knowledge of issue resolution and escalation practices

• Knowledge of FIS products and services

• Broad knowledge of IT infrastructure

• Ability to apply analysis and creative thinking when solving problems and conflict

• Ability to provide acute attention to detail

• Ability to communicate effectively to all levels within the organization

• Ability to manage multiple incident tasks simultaneously

• Conflict resolution and facilitation skills

• Decision making ability within specified parameters

• Independent and collaborative decision making

• Skilled at identifying and implementing process improvements

• Ability to effectively establish and maintain relationships across the organization

• Excellent written communication skills

• Solid business acumen and an awareness of business implications of decisions

• Demonstrated skill in timely, proactive, responsive follow-through on deliverables

• Ability to organize tasks and priorities effectively and under minimal supervision

• Proven ability to function in an environment that requires flexibility, good judgment and sound decision-making often based on limited information and/or under extreme conditions

WHAT YOU WILL BE DOING:

• Manages global incidents across multiple data center environments to protect production systems critical to business success.

• Ensures contractual service level agreements are met in support of client and company mission-critical business requirements.

• Works across a wide array of product lines and engages various levels of management on a day to day basis.

• Develops, coordinates and promotes incident and problem management activities across the entire enterprise and takes responsibility for effective functioning of these processes across organization.

• Provides immediate response and coordination aimed at minimizing the duration of service interruptions.

• Makes decisions regarding real-time incident resolution activities and selecting client situations for executive & management escalation updates.

• Acts as a liaison between the business and technology teams for high severity incidents (priority 1 and 2 spanning across the entire enterprise and escalates as appropriate.

• Maintains trend data and metrics related to incidents and problems for clients and executive reporting.

• Recommends and documents departmental standards and procedures.

• Consults with other teams on proper integration and correlation of the incident and problem management process and their respective areas.

• Ensures effective and rapid response to major incidents.

• Reviews and recommends, as appropriate, changes to support processes to ensure continuous improvement of the incident and problem management process.

• Facilitates daily, weekly and monthly tactical meetings as well as creates incident reports as determined by business and technology needs.

• Compiles the enterprise post incident report and works with various teams in root cause analysis process to determine cause of incident.

• Other related duties assigned as needed.

WHAT WE OFFER:

• A competitive salary and benefits

• Great workspaces with dedicated and motivated colleagues

• A variety of career development tools, resources & opportunities

#LI-JO1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

What You Will Bring:

• Must have skills/tools/experience: Knowledge and work experience in ITIL, specifically in Incident and Problem Management processes. Call leadership skills. Problem and Decision Making skills. Good written and verbal communication skills.

• Nice to have skills/tools/experience: ITIL V4 certification. Knowledgeable in ServiceNow ticketing tool.

• At least 5 years relevant experience in Incident and Problem Management

• Must be willing to work on a Hybrid setup (up to twice a week). Office location is at Ecoplaza Bldg, Makati City (near Magallanes MRT Station, EDSA)

• Must be willing to work on a 4x11 rotating shift; Could have on-call responsibilities, depending on business requirement. Core business hours – 8AM to 5PM CST.  

• Non-Bachelor's Degree holders and College Undergraduates with relevant experiences are welcome to apply

• Strong knowledge of issue resolution and escalation practices

• Knowledge of FIS products and services

• Broad knowledge of IT infrastructure

• Ability to apply analysis and creative thinking when solving problems and conflict

• Ability to provide acute attention to detail

• Ability to communicate effectively to all levels within the organization

• Ability to manage multiple incident tasks simultaneously

• Conflict resolution and facilitation skills

• Decision making ability within specified parameters

• Independent and collaborative decision making

• Skilled at identifying and implementing process improvements

• Ability to effectively establish and maintain relationships across the organization

• Solid business acumen and an awareness of business implications of decisions

• Demonstrated skill in timely, proactive, responsive follow-through on deliverables

• Ability to organize tasks and priorities effectively and under minimal supervision

• Proven ability to function in an environment that requires flexibility, good judgment and sound decision-making often based on limited information and/or under extreme conditions

What You Will Be Doing:

• Manages global incidents across multiple data center environments to protect production systems critical to business success.

• Ensures contractual service level agreements are met in support of client and company mission-critical business requirements.

• Works across a wide array of product lines and engages various levels of management on a day to day basis.

• Develops, coordinates and promotes incident and problem management activities across the entire enterprise and takes responsibility for effective functioning of these processes across organization.

• Provides immediate response and coordination aimed at minimizing the duration of service interruptions.

• Makes decisions regarding real-time incident resolution activities and selecting client situations for executive & management escalation updates.

• Acts as a liaison between the business and technology teams for high severity incidents (priority 1 and 2 spanning across the entire enterprise and escalates as appropriate.

• Maintains trend data and metrics related to incidents and problems for clients and executive reporting.

• Recommends and documents departmental standards and procedures.

• Consults with other teams on proper integration and correlation of the incident and problem management process and their respective areas.

• Ensures effective and rapid response to major incidents.

• Reviews and recommends, as appropriate, changes to support processes to ensure continuous improvement of the incident and problem management process.

• Facilitates daily, weekly and monthly tactical meetings as well as creates incident reports as determined by business and technology needs.

• Compiles the enterprise post incident report and works with various teams in root cause analysis process to determine cause of incident.

• Other related duties assigned as needed.

What We Offer:

• A competitive salary and benefits

• Great workspaces with dedicated and motivated colleagues

• A variety of career development tools, resources & opportunities

#LI-JO1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

ISTA Solutions, an outsourcing/offshoring company, is in search of an experienced Back-office Associate 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!

Account specific roles and responsibilities:

• Receiving and posting payments on accounts, as well as processing refunds and making adjustments to invoices

• At least 6 months BPO experience
• Experience in healthcare/finance is a PLUS!
• Must be detail oriented
• Proficient in using MS Excel
• Ability to multi-task, prioritize, and manage time effectively
• Good verbal and written English skills
• Willing to work onsite in MAKATI
• Amenable working night shifts

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

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

What You Will Bring:

• Must have skills/tools/experience: Knowledge and work experience in ITIL, specifically in Incident and Problem Management processes. Call leadership skills. Problem and Decision Making skills. Good written and verbal communication skills.

• Nice to have skills/tools/experience: ITIL V4 certification. Knowledgeable in ServiceNow ticketing tool.

• At least 5 years relevant experience in Incident and Problem Management

• Must be willing to work on a Hybrid setup (up to twice a week). Office location is at Ecoplaza Bldg, Makati City (near Magallanes MRT Station, EDSA)

• Must be willing to work on a 4x11 rotating shift; Could have on-call responsibilities, depending on business requirement. Core business hours – 8AM to 5PM CST.  

• Non-Bachelor's Degree holders and College Undergraduates with relevant experiences are welcome to apply

• Strong knowledge of issue resolution and escalation practices

• Knowledge of FIS products and services

• Broad knowledge of IT infrastructure

• Ability to apply analysis and creative thinking when solving problems and conflict

• Ability to provide acute attention to detail

• Ability to communicate effectively to all levels within the organization

• Ability to manage multiple incident tasks simultaneously

• Conflict resolution and facilitation skills

• Decision making ability within specified parameters

• Independent and collaborative decision making

• Skilled at identifying and implementing process improvements

• Ability to effectively establish and maintain relationships across the organization

• Solid business acumen and an awareness of business implications of decisions

• Demonstrated skill in timely, proactive, responsive follow-through on deliverables

• Ability to organize tasks and priorities effectively and under minimal supervision

• Proven ability to function in an environment that requires flexibility, good judgment and sound decision-making often based on limited information and/or under extreme conditions

What You Will Be Doing:

• Manages global incidents across multiple data center environments to protect production systems critical to business success.

• Ensures contractual service level agreements are met in support of client and company mission-critical business requirements.

• Works across a wide array of product lines and engages various levels of management on a day to day basis.

• Develops, coordinates and promotes incident and problem management activities across the entire enterprise and takes responsibility for effective functioning of these processes across organization.

• Provides immediate response and coordination aimed at minimizing the duration of service interruptions.

• Makes decisions regarding real-time incident resolution activities and selecting client situations for executive & management escalation updates.

• Acts as a liaison between the business and technology teams for high severity incidents (priority 1 and 2 spanning across the entire enterprise and escalates as appropriate.

• Maintains trend data and metrics related to incidents and problems for clients and executive reporting.

• Recommends and documents departmental standards and procedures.

• Consults with other teams on proper integration and correlation of the incident and problem management process and their respective areas.

• Ensures effective and rapid response to major incidents.

• Reviews and recommends, as appropriate, changes to support processes to ensure continuous improvement of the incident and problem management process.

• Facilitates daily, weekly and monthly tactical meetings as well as creates incident reports as determined by business and technology needs.

• Compiles the enterprise post incident report and works with various teams in root cause analysis process to determine cause of incident.

• Other related duties assigned as needed.

What We Offer:

• A competitive salary and benefits

• Great workspaces with dedicated and motivated colleagues

• A variety of career development tools, resources & opportunities

#LI-JO1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass