Investment Specialist

Duties & Responsibilities Job Purpose Responsible in maintaining current monitoring templates that involve the company's asset holdings in order to inform and guide in the assessment of the General Accounts Team's portfolio actions. Responsible for improving General Account Team’s asset monitoring and accounting processes by implementing more efficiently built templates Will work closely with General Account team in ensuring the accuracy and timeliness of transaction booking related information and account balances. Key role would also be in assisting team with tasks related to the management of the General Account portfolios including but not limited to assisting in data gathering and document preparation. This will primarily be for initiatives involving credit research, the formation of trade recommendations and the presentation for local and board investment committees. Accountabilities Maintaining General Account team’s asset monitoring templates while delivering updates and reports in a accurate and timely manner Preparation of investment transaction approval requests Qualifications - External Graduate of any 4-year Bachelor’s degree Candidates are encouraged to have at least 1-2 years of experience in Investment Operations or Accounting. Candidates with a keen eye for detail and dilligent work ethic are welcome. Knowledge in transactions related to Investments is favored. At AXA, each person matters. We perform at our best knowing the positive impact we make as valuable partners for our customers and the communities we belong to. If you want to know more about the other career opportunities at AXA Philippines, please follow this link: https://careers.axa.com/axa-entities/axa-philippines