Investment Support Officer (ZEN0008)
- Makati City, Metro Manila
- Permanent
- Full-time
Location: Makati | Hybrid - 1x a week onsiteAbout Us:
At hammerjack, we're not just another outsourcing company - we bring together skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community. Our mission? To improve lives by fostering meaningful professional relationships and driving success on a global scale.Our Impact:
Over the years, we've built workplaces that empower employees to thrive, contributing in meaningful ways to the success and culture of companies around the globe. With our focus on professional services and our people-first culture, hammerjack has become a trusted partner for businesses and professionals alike, humanizing the outsourcing industry one connection at a time.JOB OVERVIEWThe Investments Support Officer is responsible for the maintenance of client portfolios in various systems, as well as the preparation and accuracy of client's quarterly client reportingThe role will report to a Team Leader or Service Delivery Manager within a team of shared resources and will endeavor to meet the performance targets set for each task he/she has been assigned to performThe Investments Support Officer will interact directly with client managers and stakeholdersDUTIES AND RESPONSIBILITIES
- Pro-active Issues Management
- Coordinate, liaise and follow-up as necessary with client and hammerjack support team members for any challenges, findings, or suggestions
- Note and track issues and raise potential opportunities and risks
- Investment-related queries will need to be raised past the lead consultant for that client
- Manage customer expectations on service disruptions or service delivery delays
- Reporting
- Provide stakeholders with regular reporting about activities
- Raise emerging issues, concerns, or areas of opportunity that may affect customers' experience and/or the effectivity and efficiency of processes
- Working with the data team to ensure all relevant data for quarterly reports is loaded to the database in an accurate and timely manner
- Preparing, reconciling and reviewing all attribution, fund characteristics, asset allocation reporting and responsibility for its accuracy
- Account Management
- Be professional/courteous/polite on all communications
- Maintain a high level of quality and efficiency on all tasks managed by observing best practice and utilizing available tools
- Creating and maintaining client portfolios in the portfolio administration system
- Minimum weekly monitoring and maintenance of the managed accounts shadow weights spreadsheet for in-house Portfolios. This includes sending the output to the Risk & Governance Team on a weekly basis
- Ensure attendance, participation and cooperation during knowledge transfer sessions and other meetings
- Contribute to the overall success of the program by sharing best practices and playing an active role in meetings, workshops et
- Help in creating Work Level Instructions (WLIs) for the tasks being handled
- Represent the hammerjack and client brands in a professional manner
- Ad hoc Tasks
- Tasks deemed necessary to ensure excellent customer experience as determined by management
- Product Knowledge
- Comfortable with MS Excel and other MS Office applications
- Ability to ensure all details of a task or project are attended to and are achieved in accordance to quality standards
- Ability to learn new systems and tools as needed
- Good oral and written communication skills
- Analytical
- Resourceful
- Detail-oriented, always able to provide accurate and high-level quality work
- Flexible and able to tailor-fit the approach depending on the task at hand
- Customer Focus
- Actively seeks to understand customer needs, expectations, and level of satisfaction
- Able to maintain good relationships with stakeholders
- Ability to handle complex issues while building trust and confidence
- Pro-actively seeks solutions for stakeholders
- Quality
- Works within the Hammerjack quality guidelines
- Ensures quality of work being delivered with minimum supervision
- Able to work with deadlines employing a sense of urgency without sacrificing quality
- Flexibility: Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance!
- Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work.
- Free Unlimited Barista Coffee and Booze: Enjoy refreshments from our cafe and beverage bar.
- Dynamic Open Spaces: Conducive for productivity and creativity.
- State-of-the-Art Security: Ensuring your safety and peace of mind.
- Game Rooms: Take a break and unwind with our recreational facilities.
- Competitive Compensation: Your talents deserve to be rewarded! We help you negotiate with our clients.
- Professional Growth: Access to ongoing training and development opportunities to help you reach your full potential.
- A Supportive Community: Join a diverse and inclusive team that's dedicated to your success.
- Global Impact: Be part of something bigger and make a difference on a global scale.