Total 109 Senior Executive job vacancies in ortigas pasig national capital region

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

As a Sr. customer Advocate you will be responsible for interacting with customers to address inquiries and resolve complaints regarding the clients’ products and services, in this position, you will collaborate with internal and external teams in handling the needs of the customer to provide customer service in a timely and professional manner.

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

• You will interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism.
• Perform problem tracking and ensure that issues are properly prioritized, documented, tracked, and resolved.
• Ensure proper and timely escalation of issues to meet internal and external expectations.
• Identify opportunities and recommendations for continuous process improvement.
• You are expected to deliver service excellence and maximize customer satisfaction.
• Work with the external team to stay updated on product and service knowledge.

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…

• At least a bachelor’s degree in any field you’re passionate about!
• 3 years of customer service experience (may it be email, phone, or chat support).
• Basic knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications .
• Excellent reading comprehension, verbal, and written communication skills.
• Strong and effective phone contact handling skills.
• An ability to understand and communicate complex ideas to customers, both verbally and in written form.
• Knowledge and experience with Gorgias CRM is a plus.
• Aptitude to quickly learn and navigate new technology, systems, and applications.
• The ability to accept feedback gracefully and with an open mind.
• Intermediate understanding of common Customer Experience best practices.
• Customer orientation and ability to adapt/respond to different types of characters.

• Health Insurance
• Training & Development
• HMO on-day-one
• Paid Bereavement & Family Leave
• Maternity Leave
• Paternity Leave
• Paid Holidays
• Paid Vacation Leave
• Paid Sick Leave
• Solo/Single Parent Leave
• Special Leave Benefits for Women
• Mental Health Support

JOB SUMMARY:

The Executive Assistant is a key administrative professional who supports the Head of Global Client Delivery – Philippines and will be the point of first contact for executives, managing their schedules, coordinating meetings, and handling correspondence.

As an indispensable asset to executives, they help maintain operational efficiencies, coordinate logistics, and facilitate communication across different departments.

This role demands high professionalism and flexibility, as Executive Assistants will interact with internal and external stakeholders, including other employees, clients, and partners. while maintaining the confidentiality of high-level systems and operations

ROLE AND RESPONSIBILITIES:

• Schedule and coordinate meetings, appointments, and travel arrangements for the executive team.
• Prepare and distribute meeting agendas, summaries, and minutes to ensure effective communication and follow-up.
• Assist with project management tasks, such as tracking deadlines, coordinating resources, and monitoring progress.
• Conduct research and collect/analyze data to support decision-making and provide valuable insights.
• Prepare and edit correspondence, reports, presentations, and other documents as needed, ensuring accuracy and professionalism.
• Maintain databases and records, ensuring they are comprehensive, up-to-date, and easily accessible.
• Manage and prioritize daily workload, effectively balancing multiple tasks and deadlines.
• Handle confidential information with discretion and maintain a high level of professionalism and integrity.
• Perform general administrative tasks, such as answering calls, responding to emails, and organizing files.
• Troubleshoot and resolve office-related issues to maintain a smooth workflow and productivity.
• Provide excellent customer service to internal and external stakeholders, fostering positive relationships and enhancing the overall experience.
• Foster a sense of teamwork and collaboration by promoting open communication and supporting the executive team's needs.

What does the Senior Data & Analytics BI Development Specialist opportunity look like for you?

You will play a pivotal role in the development and maintenance of interactive client, investor and operational team facing dashboards using Tableau, Power BI and other visual analytics tools. You will work closely with clients and senior stakeholders to capture their BI requirements, conduct data analysis using SQL, Python (or other open-source languages), and visualise the insights in an impactful manner.

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

• Engaging with external clients, vendors, project reps, internal stakeholders from operations as well as client services teams to understand their analytics and dashboard requirements and interpret them into technical specifications
• Creating and maintaining high-level database and model architecture of the BI solution recommending best practice
• Conducting in-depth exploratory data analysis and define business critical features
• Working with key teams within Group Technology to get appropriate access and infrastructure setup to develop advanced visualisations (BI dashboards)
• Creating and optimize SQL Server stored procedures, views, queries as well as queries from multiple data sources to efficiently and effectively retrieve data from databases, employing the fundamentals of dimensional data modelling
• Designing and creating advanced and robust Data Solutions to develop best practice data warehouse solutions that support business analytics asks
• Creating, maintaining and document the different analytics solution processes created per project worked on
• Resolving IT and Data Issues. When database issues arise or support requests come in through Azure DevOps or the help desk, BI Developers are expected to work to resolve these problems. This requires a good understanding of legacy solutions and issues.
• Ensuring updates to Azure DevOps items, help desk tickets and work in progress are well communicated and escalations regarding the support being provided is kept to a minimum

Responsibilities

The Senior Application Developer is responsible for developing, documenting, and supporting internal and client dashboard (standard and complex) using industry standard tools within company’s system. Follow definition of done and process around Azure DevOps. Explore and learn other relevant programming language and application. Interaction with the end user to establish report requirements will be necessary.

Tasks

• Develop, maintain, and perform unit testing of internal reports and Cosmos dashboard (standard and complex).
• Define, execute, and interpret SQL/Snowflake queries. If needed, update data source query based on the client’s requirement.
• Create a conceptual representation of the data in SQL and Snowflake that is useful to Cosmos. Define the structure, relationship, and constraints of data understanding how data should be organized and used in a meaningful way.
• Transfer of pilot data onto portfolio monitoring platform for prospective client demonstrations, identifying the visuals based on the type of data set.
• Follow Definition of Done and process around Azure DevOps.
• Log time entries in NetSuite for BAU, change request, and other development activities.
• Perform Cosmos internal testing to ensure quality and compliance with the wireframe and mapping file.
• Review and create documentation for the onboarding client dashboard.
• Optimize workbook to ensure that best practices are being followed to maintain the performance speed of Cosmos.
• Communicate project status updates and recommendations to project manager, delivery solutions, and application development manager.
• Support client, internal, and BAU request/s.
• Build or maintain flow in Tableau Prep to upload data to SQL Server and Snowflake.
• Collaborate with Delivery Solutions team to understand requirements and translate then into technical solutions.
• Troubleshoot and debug issues and provide timely resolutions.
• Develop demo dashboard, as and when needed.
• Implement new features to existing client dashboard, as and when needed.
• Identify new dashboard features, seek improvement and efficiencies in existing client workbook and process.
• Perform functional, regression, compatibility, performance, and/or security testing when application upgrades to newer version.
• Document any defects or issues found during testing and communicate them to the wider team.
• Lead/support/attend client meeting to understand detailed project requirements, understand business problems and provide recommendation.
• Create and/or maintain internal automation tool.
• Conduct demo and/or Cosmos admin training.
• Provide backup and buddy system to other developer.

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

NielsenIQ Customer Success places our customers at the heart of everything that we do. We strive to offer a consistent customer experience across all our markets by harmonizing our ways of working, focusing on engagement and driving analytics excellence. We give our customers an enjoyable, easy, effective service featuring a modernized customer experience. Customer Success is instrumental to realize the NielsenIQ vision to be a leading global information services company with strong, market leading growth enabled by new, innovative product offerings and modern technology that creates substantial value for our customers, retailers and employees.  

This position will be, within the Analytics & Insights team, responsible for delighting clients around Asia through delivering retail measurement insights and analysis.  

Responsibilities

• Providing performance overview analysis and business issue analysis to Consumer-Packaged Goods clients around Asia 
• Providing in-depth consulting services and delivering insights and analytics as well as thought leadership 
• Developing deep knowledge of Nielsen IQ RMS and Panel solutions and delivering value for clients 
• Working closely with the Consulting Lead and Customer Service to transform customer experience 
• Consulting clients to optimize use of NielsenIQ Essentials 
• Developing and delivering business solutions for client performance tracking 

Working with both your NielsenIQ colleagues and spending time with FMCG clients, you will build partnerships to allow you to understand your client needs and requirements. You'll use this knowledge to develop in depth analytics and create compelling stories that deliver the insight to drive business growth. You will be part of a team of client service individuals who specialize in FMCG/Retail at NielsenIQ. 

Companies have increasingly been relying on market insights to make informed decisions and our role at NIQ has evolved into us being information scientists -predicting the ‘What's Next’ for our clients, in order for them to grow, stay relevant in the present, and for the future. Our behavioral researchers in NIQ’s Consumer Insights team tackle our clients’ issues by unlocking the why and the how, while our data researchers identify key clients' priorities quantitatively by applying data science techniques to the survey and other big data sources.

Responsibilities

• Maintaining and building an accurate, complete, up-to-date understanding of the market with insightful data and intelligence
• Accountable for analyses, charting, and performing quality checks for analytic reports
• Assisting in developing analytical solutions, consumer insight recommendations, and developing questionnaires aligned with client goals and needs
• Assisting in preparation of proposals and credential presentations
• Ensuring timely and quality deliverables and services to clients
• Providing administrative and operational support in research projects
• Collaborating with the various internal teams for research projects

A little about you

You will play an essential role in managing research projects from start to finish, supporting the Manager on research design, analysis, reporting through to presenting findings to clients. We will arm you with the best in market research skills and capabilities, through on the job coaching and structured training. You will also be given access to our full range of data and analytics solutions. Whilst we love surveys, we also have plenty of other data to quench your curiosity and wow your clients.

NIQ GFK CMI’s Customer Success Team team is focused on delivering world class insights and reports to the clients and striving for very high level of Customer Satisfaction and advocacy.

Customer Success is NIQ GFK’s key department which is instrumental for the company’s success.

A successful candidate for this role will be someone who can establish strong relationships with both our clients and our colleagues. You will quickly become a trusted partner, working with many of our clients’ teams, including marketing, sales, category, and many more.

You will be expected to understand our clients’ needs and then create and present solutions that help achieve their strategic and tactical goals.  

If telling stories through data excites you but you’re uncertain whether you have the data knowledge: get in touch. We have an excellent training program, ensuring you understand all our products and how we create analyses.  

Responsibilities

• Be responsible for delivering analytics & insights services and conducting tactical client training for Guided Analytics & NIQ GFK CMI products and solutions such as Brand Health, segmentation, Usage & Attitudes, Customer Experience, Shopper and Qualitative research.
• Entrusted to deliver flawless research and analytics to our clients. 
• Be responsible for identifying opportunities through day-to-day engagements with our clients, handing off opportunities to Account Development to pursue 
• Have a strong working knowledge of the client business priorities and the role we can play in supporting these goals
• Be a confident and capable crafter of compelling insights, deliver clear and actionable recommendations to our clients helping them grow their business.    

NielsenIQ Customer Success places our customers at the heart of everything that we do. We strive to offer a consistent customer experience across all our markets by harmonizing our ways of working, focusing on engagement and driving analytics excellence. We give our customers an enjoyable, easy, effective service featuring a modernized customer experience. Customer Success is instrumental to realize the NielsenIQ vision to be a leading global information services company with strong, market leading growth enabled by new, innovative product offerings and modern technology that creates substantial value for our customers, retailers and employees.  

This position will be, within the Analytics & Insights team, responsible for delighting clients around Asia through delivering retail measurement insights and analysis.  

Responsibilities

• Providing performance overview analysis and business issue analysis to Consumer-Packaged Goods clients around Asia 
• Providing in-depth consulting services and delivering insights and analytics as well as thought leadership 
• Developing deep knowledge of Nielsen IQ RMS and Panel solutions and delivering value for clients 
• Working closely with the Consulting Lead and Customer Service to transform customer experience 
• Consulting clients to optimize use of NielsenIQ Essentials 
• Developing and delivering business solutions for client performance tracking 

Working with both your NielsenIQ colleagues and spending time with FMCG clients, you will build partnerships to allow you to understand your client needs and requirements. You'll use this knowledge to develop in depth analytics and create compelling stories that deliver the insight to drive business growth. You will be part of a team of client service individuals who specialize in FMCG/Retail at NielsenIQ. 

The CRM team at Carousell tackles business objectives that surround the Carousell user by focusing on engagement, retention and reactivation. We carry out our mission first by developing a solid understanding of the different experience flows a user can undertake on the platform, before designing timely and relevant touchpoints on CRM channels (e.g. Push, Email) to engage accordingly. We develop different campaigns for users at different stages of the lifecycle (e.g. New user, lapsed user), with a focus on delivering a consistent and scalable 1:1 user experience.

We are looking for a CRM Specialist to join our team and support across strategy and planning, project management of CRM campaigns and more. 

This role will report into the CRM Manager.

Areas of Responsibility

Strategy and planning

• Actively support the overall CRM strategy, plans and rollout schedule of initiatives and experiments

• Play the role of a strong CRM business partner to Category Marketing teams with expertise in user segmentation and messaging that align with marketing plans

• Engage cross-functional teams (e.g. Category Marketing, Product) in discussions related to your plans (e.g. validation of user problem hypotheses that a CRM experiment seeks to prove)

Project management: Rollout, experimentation and optimisation

• Drive rollout of initiatives against proper tracking and documentation

• Drive process of user problem hypothesis testing and measurement using CRM channels

• Utilise internal dashboards to report on performance and share information to relevant stakeholders

• Set up workflows/processes for the team to follow and execute campaigns both for marketing and regional automated campaigns

• Consistently analyse campaign results and provide learnings and recommendations to relevant stakeholders (e.g. improvements to setup, segmentation, messaging)

• Manage projects that require cross-functional coordination and take charge of setting up processes as needed

• Upkeep quality of user segment data by working with Product, Engineering and Data to ensure that user segments are up-to-date for new campaigns

• Have a solid grasp of the user funnel, KPI metrics and continuously optimise campaigns to drive growth

At NielsenIQ Analytics, we enhance clients' sales strategies by optimizing price, promotion, and shelf placement. With purchase decisions made in-store, brands need effective distribution and sales strategies. As a graphic designer, you'll create visually compelling campaigns promoting our products and services to maximize our clients' store presence and optimize their retail investments.

Responsibilities

• Design and Development: Create high-quality visual content for sales materials, including presentations, flyers, product sheets, infographics, email templates, and digital content.
• Collaboration: Work closely with the inside sales team to understand their needs and develop visual solutions that enhance their sales presentations and communications.
• Brand Consistency: Ensure all design materials adhere to company brand guidelines and maintain a consistent visual identity across all sales and marketing collateral.
• Content Creation: Develop engaging and informative content that highlights the features and benefits of our products and services.
• Project Management: Manage multiple design projects simultaneously, ensuring timely delivery and prioritization based on the sales team's needs and deadlines.
• Market Research: Stay updated on industry trends and competitor activities to inform design strategies and ensure materials are current and relevant.
• Quality Control: Review and proof all design work to ensure accuracy, quality, and alignment with company standards and client needs.
• Feedback and Revisions: Incorporate feedback from the sales team and other stakeholders to refine and improve designs.

NielsenIQ Customer Success places our customers at the heart of everything that we do. We strive to offer a consistent customer experience across all our markets by harmonizing our ways of working, focusing on engagement and driving analytics excellence. We give our customers an enjoyable, easy, effective service featuring a modernized customer experience. Customer Success is instrumental to realize the NielsenIQ vision to be a leading global information services company with strong, market leading growth enabled by new, innovative product offerings and modern technology that creates substantial value for our customers, retailers and employees.  

This position will be, within the Analytics & Insights team, responsible for delighting clients around Asia through delivering retail measurement insights and analysis.  

Responsibilities

• Providing performance overview analysis and business issue analysis to Consumer-Packaged Goods clients around Asia 
• Providing in-depth consulting services and delivering insights and analytics as well as thought leadership 
• Developing deep knowledge of Nielsen IQ RMS and Panel solutions and delivering value for clients 
• Working closely with the Consulting Lead and Customer Service to transform customer experience 
• Consulting clients to optimize use of NielsenIQ Essentials 
• Developing and delivering business solutions for client performance tracking 

Working with both your NielsenIQ colleagues and spending time with FMCG clients, you will build partnerships to allow you to understand your client needs and requirements. You'll use this knowledge to develop in depth analytics and create compelling stories that deliver the insight to drive business growth. You will be part of a team of client service individuals who specialize in FMCG/Retail at NielsenIQ. 

The successful candidate will be part of the dedicated Loan Services team in Manila supporting all aspects of loan administration and operations in the APAC region.  Responsibilities include:

• Asset onboarding including review and analysis of loan documentation.
• Accurate inputting and processing of all relevant loan information into the loan administration software
• Day-to-day asset management including booking cash or accrual transactions, making payments, and performing daily position and cash reconciliations.
• Timely resolution and escalation of all inquiries and issues related to loan processing.
• Liaising and coordinating with external clients and internal client services teams to ensure timely responsiveness and resolution to inquiries.
• Liaising and coordinating with external third parties such as other Loan Administration team, Borrowers, Lenders, Trustees and Agent Banks
• Review and distribute loan reports as agreed with clients.
• Follow established procedures related to loan documentation/processing activities and make recommendations to support process improvement and risk management.
• Demonstrate a sound level of understanding of products and processes, both within Loan Services and other IQEQ related services
• Demonstrate a sound level of understanding of how duties relate/integrate with others in the team and closely related teams in IQEQ.
• Demonstrate product and technology proficiency

Discover an amazing opportunity to progress to the role of Senior Accountant. Explore new areas that will guide you towards enhanced professional achievements and significant influence.

Responsibilities:

• Perform daily cash and position reconciliations; investigate breaks.
• Book entries in the accounting system (enfusion)
• Monitor, book, and reconcile bank debt activity.
• Fund expense reporting and payments
• Report to the front office and management (e.g., risk reporting, margin, financing)

Monthly Responsibilities:

• NAV review. GL, PL, and position reconciliations
• Liaise with the fund administrator throughout the month-end process. Reconcile the NAV pack and investor statements

Ad-Hoc: 

• Regular client reporting
• Financial statement tie-outs: be responsible for reconciling source data against financial statements

Carousell is one of the world’s largest and fastest growing mobile classifieds marketplace. Our mission is to inspire every person in the world to start selling and buying to make more possible for one another. We are currently in 6 markets, Singapore, Hong Kong, Philippines, Malaysia, Taiwan and Indonesia. 

The Market Escalation and Trust Senior Associate plays a vital role in the organization. He/She is responsible for co-developing and implementing strategies to prevent and mitigate fraud in all Carousell Markets and will serve as in-market point of contact for the country they are situated in. In addition, the MX Content Senior Associate will report to the T&S Associate Manager and will work together with the MX team, primarily with the Core T&S team.

Day-to-day responsibilities 

• 30% of the week: Stay up to date with local regulations and applying it to Carousell based on the country of origin, updating our policy and processes based on escalations
• 60% of the week: Research fraud trends, issue (tech/non-tech) trends and to share findings with operations/tech to reduce incidents of fraud
• 10% of the week: team meetings, preparing for the meetings (share issue/fraud trends)

Responsibilities include:

• Be an expert on Carousell’s policies, community guidelines and listing rules
• Minimize and prevent potential loses in relation to our In-App payment feature and all other types of Fraud.
• Perform root cause analysis for identified issues impacting (but not limited to) Operations, Users, System efficiencies.
• Identify type of fraud, trends and create rules that support Fraud Prevention and Mitigation.
• Initiate and drive projects (with Internal and External teams) to improve Departmental and Team metrics.
• Create timely reports and provide data analysis and trends.
• Be an escalated point of contact to investigate and resolve technical issues, disputes, fraud, marketplace quality and abuse cases
• Own and have knowledge of all user-facing Carousell matters related to the local market, so as to be the point of contact among teammates and local authorities where needed
• Represent Carousell to attend workshops initiated by the local regulatory bodies, operationalise insights and ensuring compliance with local laws and regulations
• Handle chargeback disputes, using knowledge in credit card policies, creating dispute documentation, and reaching out to both the bank and the merchant/buyer
• Identify opportunities in existing Policies & Procedures and Workflows, and implement solution (in all governing workflows of Marketplace Quality and Trust & Safety). Create new workflows as deemed necessary.
• Work directly with the Operations and Shared Services team to support agents(Tier 2 to Tier 5)  in delivering quality and efficient service to our users . 
• To assist with chinese translation needs e.g FAQs for Help Centre, ticket templates
• Be able to perform service recovery
• Respond to trust-related escalation from different channels in the organization (Eg. Slack).

Discover an amazing opportunity to progress to the role of senior accountant. Explore new areas that will guide you towards enhanced professional achievements and significant influence.

Responsibilities:

• Perform daily cash and position reconciliations; investigate breaks.
• Book entries in the accounting system (enfusion)
• Monitor, book, and reconcile bank debt activity.
• Fund expense reporting and payments
• Report to the front office and management (e.g., risk reporting, margin, financing)

Monthly Responsibilities:

• NAV review. GL, PL, and position reconciliations
• Liaise with the fund administrator throughout the month-end process. Reconcile the NAV pack and investor statements

Ad-Hoc: 

• Regular client reporting
• Financial statement tie-outs: be responsible for reconciling source data against financial statements

Record to Report (RTR) officer plays a crucial role in ensuring the financial health and reporting of the organisation. Their responsibilities typically encompass a range of tasks covering all Carousell Entities.

You will:

• Support the RTR team in doing the monthly activities including but no limited to accruals, prepayments, fixed assets and lease accounting for all the Carousell entities.

• Ensure accurate and timely recording of financial transactions specifically during finance month-end closing and related to RTR activities

• Prepare monthly account schedules and reconciliations

• Communicate financial information and updates to finance controllers across Company entities

• Address inquiries and provide clarification on financial matters related to RTR activities

Responsibilities

• Co-ordinate and execute day to day administrative and legal formalities in accordance with the law
• Ensuring the continuing good standing of client companies by ensuring all company law and contractual requirements are complied with
• Build, develop and maintain partnerships with cluster contacts

Tasks 

• Review board minutes, prepare complex board packs, including agenda, related minutes, agreements and documentation.
• Train, coach and support the team as and where required
• Maintain and review board/filing trackers
• Ensure legal and regulatory compliance
• Ensure prompt follow-up and timely execution of client requests
• A point of contact for daily operations on complex clients
• Coordinate deliverables for junior team members, working closely together with (Assistant) Managers
• Assist with the audit process Attend board and shareholders meetings, preparing related minutes, IQ-EQ service agreements and documentation.
• Review board minutes of more junior team members
• Prepare and review RCS, RBO, EMIR and general documents
• Understand fee agreements and identify out-of-scope services
• Coordinate with 3rd parties and support/remote functions
• Review of bank account opening forms

Responsibilities

• Co-ordinate and execute day to day administrative and legal formalities in accordance with the law
• Ensuring the continuing good standing of client companies by ensuring all company law and contractual requirements are complied with
• Build, develop and maintain partnerships with cluster contacts

Tasks 

• Review board minutes, prepare complex board packs, including agenda, related minutes, agreements and documentation.
• Train, coach and support the team as and where required
• Maintain and review board/filing trackers
• Ensure legal and regulatory compliance
• Ensure prompt follow-up and timely execution of client requests
• A point of contact for daily operations on complex clients
• Coordinate deliverables for junior team members, working closely together with (Assistant) Managers
• Assist with the audit process Attend board and shareholders meetings, preparing related minutes, IQ-EQ service agreements and documentation.
• Review board minutes of more junior team members
• Prepare and review RCS, RBO, EMIR and general documents
• Understand fee agreements and identify out-of-scope services
• Coordinate with 3rd parties and support/remote functions
• Review of bank account opening forms

Maintain a client service orientation by managing day-to-day administration of client service and coordinating on analysis and reporting of assigned research projects.

Responsibilities

• Maintain an accurate, complete, up-to-date and insightful client business profiles to be shared with senior management
• Assist senior staff in delivering quality services to clients and ensure the services provided to clients are timely and precise according to client business needs and specifications and at the same time meeting the company's quality standards
• Assist in sales activities in conjunction with senior staff in terms of preparation of proposal and credential presentations
• Communicate client needs to appropriate team members
• Provide "in office" research, administrative and operational support to senior staff
• Be directly accountable for work conducted for their nominated clients in terms of analyses, charting, etc. 
• Ensure client service deliverables are aligned with the regional client service standards
• Maintain an accurate and up-to-date knowledge on research techniques and applications
• Integrate multiple data sources to answer business issues
• Perform quality checks on all reports for alignment to request, accuracy and correctness
• Ensure standard operating procedures within area of responsibility are observed
• Recommend improvements in work processes within area of responsibility

WHAT IS THE JOB LIKE?

• Manage professional scheduling for the VP of Tax Administration Group, including agendas, email, phone calls, and other company logistics
• Serve as a primary point of contact between the Tax Administration Group and other groups within the Conglomerate, including helping to coordinate the work of the different groups and providing administrative support for meetings.
• Maintain email and other contact directories (both for internal and external customers)
  Answer and respond to phone calls, prioritize emails, communicate messages and information to VP, Tax and the team.
• Organize team communications, including scheduling, sending invite, reminder, etc.
• Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.
• Make travel and accommodation arrangements for the team in case of out-of-town BIR fieldworks
• Maintain paper and electronic filings systems, especially the confidential and sensitive information/documents.
• Handle printing, mail/ packages, copying, filing, and email/messages.
• Assist in preparing the team’s annual budget.
• Prepare, reconcile and submit expense reports on a monthly basis, or as needed.
• Monitor and handle ordering of office supplies and other assets (e.g., laptop, printer, filing cabinets and etc.) needed by the team
• File and monitor VP, Tax and the team’s reimbursements via Concur, as well as handling all needed requirements by Aspen
• File and handle the team’s other expenses, such as training, seminars, meetings and subscriptions thru SimpliRFP and monitor payments to the corresponding suppliers
• Other additional administrative and/or alternative duties as assigned from time to time

To work within the Depositary team, assisting in carrying out asset verification, cash monitoring and compliance oversight for investment funds investing in private equity, real estate, infrastructure, renewable energy, and other asset classes.

Day-to-day direct responsibility for assisting the oversight and management of a portfolio of Depositary clients whilst providing supervision and support to Depositary Associates, including, but not limited to, asset verification (primarily ensuring that each Client Fund or Fund entity has supplied sufficient information to prove good legal title over the assets it owns), cash monitoring (primarily ensuring all cash transactions are consistent with the Funds operations, and cash balances are reconciled) and compliance oversight (primarily ensuring the Client is complying with all relevant aspects of the AIFMD), understanding the AIFMD legislation.  

Tasks 

Ensuring, by direct undertaking and by review of Depositary Associates’ work:

• Assisting the Depositary team in ensuring each Client Fund or Fund entity have supplied sufficient documentary evidence to prove effective legal title over the assets they claim to own;
• You understand risk factors across each asset class and/or the location of assets;
• You understand the legal frameworks under which assets are held;
• Assisting the Depositary team in ensuring each Client Fund or Fund entity cash flows are in consistent with its operations and cash balances reconciled
• Assisting the Depositary team in ensuring ongoing Client compliance with the AIFMD
• Taking responsibility for the duties delegated to you and to ensure that any concerns or potential risks are mitigated and where appropriate escalated to the Depositary Manager;
• Taking the initiative and to suggest new procedures to efficiently and effectively assist the team going forward;

Responsibilities (how we will measure success)

• Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
• Responsible of a portfolio of investors for AML/KYC onboarding process
• Making sure every file is duly monitored and that appropriate actions are taken for incomplete KYC file, including, but not limited to reminders, phone calls and organisation of meetings
• Prepare relevant checklist in line with the investor profile and update database
• Keep your portfolio updated and provide regular feedback to your Line Manager
• Participation to client meetings.

Tasks (role on a day-to-day basis)

• Analysis of the KYC files with the screening and updating database
• AML/KYC preparation, analysis, set-up of the investors’ file and identification of main issues
• Answer emails/queries from internal and external parties in a timely manner
• Assess the level of risk inherent to each investor to determine a risk-based approach in line with IQ-EQ internal policy
• Effective and efficient communication of AML and regulatory information
• Organise meeting with different stakeholders (Clients, Client Directors, Compliance) and support other departments
• Be the point of contact and provide support to Transfer Agent Team and Fund department in general
• Support other IQ-EQ departments, provide and share AML/KYC expertise during day to day business
• Review KYC on investors during periodic review
• Identify the main risks in relation with the monitoring of existing clients. Escalate the risks to the Line Manager and Compliance
• Escalation process to Group Risk & Compliance (PEP, HIGH…)
• Provide support to the Business during preparation of escalation process to group Risk & Compliance (PEP, REP requests)
• Preparation of Key Risk Indicators
• Answering to regulatory requests including the completion of the annual AML questionnaire
• Participation to the various Audit missions and to provide supporting documents for internal and external AML audits
• Attendance to Board meeting when and if required
• Providing advice to the Management and to the staff on AML/legal related matters
• Training of new joiners and advanced training such as new regulations, AML, new process etc
• Perform name screening and file review as 2nd line of defence and supervise the reviews done by Officer and Junior team members
• Participate to the internal Meeting to share experiences and information/projects within the department
• Setting up action plan if situation remains blocked despite several reminders for incomplete investor files and regular follow-up with the team members on their project status
• Supervise tasks performed by other officers which are related to Funds Clients and share experiences and knowledge within the department
• Maintain an appropriate AML Program (including documented policies and procedures)
• Regulatory watch related to AML matters and fund industry
• Emphasize and strengthen the 1st line of defence culture within IQ-EQ during day to day activities
• Taking part of a good governance model for IQ-EQ

Key competencies for position and level (see Group Competency model)

• Interpersonal savvy
• Action orientation
• Plans and aligns
• Demonstrates self-awareness

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:

• Attention to detail
• Taking ownership
• Approachability
• Organisation
• Team player
• Solution-oriented
• Quality assurer
• Multi-task
• Good communication

NielsenIQ Customer Success places our customers at the heart of everything that we do. We strive to offer a consistent customer experience across all our markets by harmonizing our ways of working, focusing on engagement and driving analytics excellence. We give our customers an enjoyable, easy, effective service featuring a modernized customer experience. Customer Success is instrumental to realizing the NielsenIQ vision to be a leading global information services company with strong, market-leading growth enabled by new, innovative product offerings and modern technology that creates substantial value for our customers, retailers and employees. 

This role will be responsible for delighting clients around Asia through delivering retail measurement insights and analysis and will be situated in our Manila, Philippines office. The work will primarily be supporting the Singapore market.  

Responsibilities  

• Providing performance overview analysis and business issue analysis to Consumer Packaged Goods clients around Asia  
• Providing in-depth consulting services and delivering insights and analytics as well as thought leadership  
• Developing deep knowledge of Nielsen IQ RMS and Panel solutions and delivering value for clients  
• Working closely with the Consulting Lead and Customer Service to transform the customer experience  
• Consulting clients to optimize the use of NielsenIQ Essentials  
• Developing and delivering business solutions for client performance tracking  

Working with both your NielsenIQ colleagues and spending time with FMCG clients, you will build partnerships to allow you to understand your client needs and requirements. You'll use this knowledge to develop in depth analytics and create compelling stories that deliver the insight to drive business growth. You will be part of a team of client service individuals who specialize in FMCG/Retail at NielsenIQ.  

To work within the Depositary team, assisting in carrying out asset verification, cash monitoring and compliance oversight for investment funds investing in private equity, real estate, infrastructure, renewable energy, and other asset classes.

Day-to-day direct responsibility for assisting the oversight and management of a portfolio of Depositary clients whilst providing supervision and support to Depositary Associates, including, but not limited to, asset verification (primarily ensuring that each Client Fund or Fund entity has supplied sufficient information to prove good legal title over the assets it owns), cash monitoring (primarily ensuring all cash transactions are consistent with the Funds operations, and cash balances are reconciled) and compliance oversight (primarily ensuring the Client is complying with all relevant aspects of the AIFMD), understanding the AIFMD legislation.  

Tasks 

Ensuring, by direct undertaking and by review of Depositary Associates’ work:

• Assisting the Depositary team in ensuring each Client Fund or Fund entity have supplied sufficient documentary evidence to prove effective legal title over the assets they claim to own;
• You understand risk factors across each asset class and/or the location of assets;
• You understand the legal frameworks under which assets are held;
• Assisting the Depositary team in ensuring each Client Fund or Fund entity cash flows are in consistent with its operations and cash balances reconciled
• Assisting the Depositary team in ensuring ongoing Client compliance with the AIFMD
• Taking responsibility for the duties delegated to you and to ensure that any concerns or potential risks are mitigated and where appropriate escalated to the Depositary Manager;
• Taking the initiative and to suggest new procedures to efficiently and effectively assist the team going forward;