Investment Analyst (Internal Controls)
Taguig, Metro Manila, Philippines
Investment Analyst (Internal Controls)
- 202602088
- Taguig, Metro Manila, Philippines
Description
The main role of the Internal Control Analyst Audit is to support the Delegated Client teams, based in the UK, by carrying out day-to-day activities undertaken by the team and ensuring administrative duties are carried out effectively.
The role will be varied and includes coordinating and responding to audit requests on behalf of our global clients, maintaining internal team records, liaising with third parties and internal teams to ensure that the team has the information it needs to complete reporting requirements.
• Ensure that all client audit requests are recorded, and a status update is accurately maintained.
• Help with the production and coordination of a standard pack of reports for UK TFS clients (valuations, transactions, asset allocations, etc)
• Ensure that all client audit requests are responded to in a timely manner and responses are accurately maintained on internal systems.
• Liaise with third parties and internal teams to ensure the team has the necessary information it needs to complete client audits, reporting requirements and other activities undertaken by the team
• Assist with the preparation of training material, error reporting and management information reporting as required
• Support the promotion of a work culture which encourages operational excellence, risk management and control
• Ad-hoc activities as required to support the Internal Control Team
Performance Objectives
Clients – work with investment analysts to ensure that projects are completed on time and meets quality standards
Financial/Business KPIs – maintain accurate time records
People – build relationships internally and collaborate effectively with team
Operational Excellence and Innovation – implement Operational Excellence in all programs and adhere to client, local and international compliance requirements
Qualifications
Bachelor’s degree required, with at least one year experience
- Proven effective oral and written communication skills in business English
- Sound knowledge of Word, Excel, PowerPoint
- Strong communication skills with the ability to build rapport with others and develop relationships
- Focused on attention to details
- Ability to work to deadlines
- Demonstrated team player with good organizational skills, planning and interpersonal skills
Demonstrated problem solving skills
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