About Our Client:
Our client is a globally recognized financial services organization with a long‑standing reputation for excellence in investment servicing, asset management support, and financial markets operations. Serving institutional investors, asset managers, and financial institutions worldwide, the firm supports trillions in assets across public markets, hedge funds, and private investments.
As part of its continued global expansion, the organization is establishing and scaling a new shared services center in the Philippines. This center plays a strategic role in supporting global investment operations while offering professionals the opportunity to be part of a growing operation backed by a strong international brand—combining the stability of an established institution with the agility and career acceleration of a start‑up environment.
Job Summary:
- The Investment Operations Officer leads and manages a team responsible for day-to-day investment operations supporting global investment management clients. The role acts as a primary contact point for internal and external clients and oversees trade confirmation, trade processing, trade settlement, and reporting of client trade instructions. The Officer is expected to be a hands-on manager, ensuring teams deliver high-quality service, meet service level agreements, respond promptly to client queries, and escalate unresolved matters appropriately to ensure timely and effective resolution.
Responsibilities:
- Provide day to day leadership and management of investment operations and Transaction Management teams
- Oversee middle and back-office activities, including: (Trade confirmation, processing, and settlement, Reconciliations and exception management, Billing, income processing, and portfolio services, Processing of directed lending instructions, wire transfers, and trade exceptions)
- Ensure all transactions and deliverables are completed accurately and within agreed SLAs
- Act as the primary escalation and relationship contact for internal and external clients
- Ensure client-initiated inquiries are tracked, responded to, and resolved within defined timelines
- Drive service delivery excellence and client satisfaction through proactive management
- Maintain and strengthen a robust risk management and control environment
- Perform high level analysis to identify operational trends, risks, and improvement opportunities
- Implement process enhancements to improve efficiency, quality, and controls
- Liaise with global teams across regions and functions to support client issue resolution
- Support and proactively manage client change requests impacting operating models and enterprise processes
- Provide coaching, guidance, and development support to team members
- Support audit, compliance, and risk initiatives, as well as special projects assigned by management
Qualifications:
- 6–14 years of relevant experience in: (Investment Operations, Middle Office / Back Office Services, Transaction Management, Reconciliations, or Client Services, Custodian, asset manager, or financial services shared services environment)
- Prior people management or team leadership experience is required
- Strong understanding of the trade lifecycle, including confirmation, settlement, and reconciliation
- Willingness to work in any shift (night shift / day shift / early morning shift)
- Open to working on‑site 4x per week in BGC, Taguig
NOTE: If this post is no longer accepting applications due to limited slots, you may directly send your resume to my email at [Confidential Information]. I will reach out to you once your profile has been reviewed and found qualified.
