Pasay, Metro Manila, Philippines · On-site
Onboarding Team Overview Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Port…
Skills: Onboarding Coordination, Project Management, Stakeholder Management, Account Opening, Process Improvement
Pasay, Metro Manila, Philippines · On-site
Onboarding Team Overview Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Port…
Skills: Account Onboarding, Project Coordination, Stakeholder Management, Workflow Management, Process Improvement
Nippon Hasha, Inc.Pasay, Metro Manila, Philippines · On-site
Supports procurement operations through canvassing, data encoding, documentation, and supplier coordination. Ensures accuracy of records and timely processing of procurement transactions
Skills: Procurement, Canvassing, Data Encoding, Documentation, Supplier Coordination
Nippon Hasha, Inc.Pasay, Metro Manila, Philippines · On-site
Drives category sourcing strategies and supplier partnerships, ensuring cost efficiency and operational compliance. Oversees procurement operations, negotiations, and performance monitoring across brands.
Skills: Category Sourcing, Supplier Partnership Management, Cost Efficiency, Operational Compliance, Procurement Operations
Pasay, Metro Manila, Philippines · On-site
THE ROLE The Financial Planning and Analysis Specialist reports directly to the Financial Planning and Analysis Manager; supports the preparation of financial models, company budgets and management reports; performs quan…
Skills: Financial Modelling, Budgeting, Financial Planning, Variance Analysis, Valuations
Pasay, Metro Manila, Philippines · On-site
Job Title: Commercial Analysis Manager Department: Commercial Reports to: Chief Revenue Officer (CRO) Role Summary The Commercial Analysis Manager plays a critical role in supporting revenue growth and strategic decision…
Skills: Financial Modeling, Commercial Analysis, Project Evaluation, Revenue Strategy, Market Intelligence
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Coordinate large account events such as fund launches and strategy changes by interacting with internal and external counterparties. Manage the business pipeline, track key milestones, and ensure all deliverables are completed via proprietary tools.
Ability to independently manage complex onboarding events and introduce process efficiencies in a high-paced environment. Proficiency in using proprietary workflow systems and managing internal inquiries is required.
Onboarding Team Overview
Onboarding Team coordinates various large
account events at the firm by interacting with both internal and external
counterparties, including but not limited to various groups in Operations,
Portfolio Management, Business Development, Trading, Legal, Technology,
custodians, prime brokers, transition managers, and clients. Onboarding works
to ensure completion of all deliverables prior to event via various proprietary
workflow and management tools. Onboarding is responsible for coordinating
communication and managing expectations related to updates to the business
pipeline and pending events to all levels of the firm, as well as managing and
tracking key milestones to ensure client expectations are met regarding their
specific event.
Events managed by OBT:
· Fund and SMA launches
· Strategy Changes
· In-Kind Transfer events
· Terminations
· New Brokers and/or securities
added to an account
· New market openings
· Custody/Administrator Change
· Benchmark and fee changes
Job Specifications:
· Provide substantial leverage in
the management of the following events:
o Launches
o Terminations
o In-Kind transfer
o Strategy Changes
· Be able to independently run (with
onshore oversight) the following events.
o New Brokers and/or security types
o New market openings
o Custody/Administrator change
o Benchmark and/or fee change
· Become well-versed in proprietary
Onboarding systems and tools (Pipeline, Counterparty Selection, Product
Workflow, RMS, etc)
· Work in high-paced environment and
manage multiple tasks in tandem
· Independently introduce ways to
increase efficiency and process improvements
· Manage the tracking and
reconciliations of team tools and emails
· Independently manage internal
inquiries
· Complete account opening and form
documentation required as part of various events
The trusted customer-centric and sustainable leader in Business Process Optimization
Infinit-O empowers finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise, innovative technology, and a commitment to process optimization. As a trusted partner, we navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth.
Offices: Pasay, NCR 1300, PH · Victory Village, Legazpi City, Albay 4500, PH
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