Middle Office Onboarding Specialist
HybridCebu City, Central Visayas, Philippines or Quezon City, Metro Manila, Philippines
Job Summary
Execute end-to-end onboarding and implementation activities for fund and retirement products, coordinating with clients, custodians, and brokers to ensure timely account setup. Review and validate documentation while ensuring compliance with KYC/AML and regulatory requirements. Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms. Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions. Requires Bachelor's degree, 3–5 years of experience in investment operations, and willingness to work night shifts. Hybrid schedule available.
Required Qualifications
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field
- 3–5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions
- Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle
- Strong analytical, problem-solving, and data management skills
- Experience working with financial systems, operational platforms, and large datasets
- Excellent communication and stakeholder management skills
- Willingness to work on a night shift schedule and adapt working hours based on business needs
Desired Qualifications
- Experience supporting investment management, retirement, or asset servicing operations
- Advanced proficiency in MS Excel and exposure to Power BI, Power Apps, or similar reporting tools
- Knowledge of financial platforms such as Bloomberg, Aladdin, SimCorp, or equivalent systems
- Familiarity with custodians, brokers, payroll providers, and retirement services organizations
- Experience driving process improvement, automation initiatives, or AI-enabled operational efficiencies
- Working knowledge of trade lifecycle management, reconciliations, and settlements
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