Financial Processing Administrator (High Net Worth) Service Consultant
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Job Location:
Taguig - Philippines
Monthly Salary:
Not Disclosed
Posted on:
03-09-2025
Vacancies:
1 Vacancy
Job Summary
Position Description:
JOB OVERVIEW
We are currently seeking an Investment Policy Analyst to join our Back-Office Operations team. Working with CI Global Asset Management (CI GAM) as a client the Analyst will support CI GAMs high-net-worth product lines and will be responsible for creating analytics for advisors and their clients. Responsibilities also include processing adjustments to high-net-worth accounts resulting from internal or external errors.
Education & Certifications
Post-secondary degree in Business Finance Accounting Economics or a related discipline (required)
Completion of the IFIC or Canadian Securities Course (considered an asset)
CFA designation or CFA candidate/graduate (strong asset)
Experience & Knowledge
Minimum of 2 years of experience in an analytical or financial services role (asset)
Strong understanding of mutual funds capital gains fund compensation and investment account operations (asset)
Familiarity with financial industry processes including plan types tax rules and trade types (asset)
Skills & Competencies
Exceptional accuracy and attention to detail particularly in data analysis and reconciliation
Strong analytical and problem-solving skills with the ability to interpret financial data and provide remediation recommendations
Ability to conduct comparative financial analyses (e.g. market value comparisons fund compensation estimates capital gain projections)
Excellent interpersonal and communication skills both written and verbal with the ability to collaborate effectively with advisors colleagues and internal stakeholders
Skilled in identifying errors assessing client impact and supporting account adjustments with sound judgment
Proven ability to contribute to quality control and continuous process improvement
Personal Attributes
Client-focused mindset with a commitment to ensuring positive outcomes for advisors and their clients
Team player willing to back up colleagues and contribute to group success
Proactive learner who seeks to expand knowledge of financial products analytics and investment strategies
Professional reliable and adaptable in a dynamic back-office operations environment
Skills:
- Analytical Thinking
- Client Management
- Customer Service & Support
- Data Analysis
- Detail-oriented
- English
- Financial Management
- Investment Management
- Wealth Management
- Compliance
- Process coordination
What you can expect from us:
Together as owners lets turn meaningful insights into action.
Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because
You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.
Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.
Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our teamone of the largest IT and business consulting services firms in the world.
Required Experience:
Contract
Key Skills
- Network security
- Active Directory
- VMware
- Access Points
- LAN
- Routers
- Windows
- Infrastructure
- Internet
- VPN
- Troubleshoot
- Setup
- hardware
- Technical Support
About Company
The COMPANY is one of the few end-to-end consulting firms with the scale, reach, capabilities and commitment to meet clients’ enterprise digital transformation needs. Our 77,500 consultants and professionals work side-by-side with clients in 10 industries across more than 400 location ... View more
