Business Execution Associate

• Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
• Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
• Collaborate and consult with mid-level managers or cross-functional business partners
• Execute & perform the Control functions by following Control procedures outlined for Private Wealth Portfolio Management
• Provide summary reporting for respective Control execution as outlined
• Participate in Testing & Audit reviews when required
• Adjust business activities when required where Controls may be involved
• Participate in issue management support when new Controls are being developed and / or modified
• Develop reporting and analytics for the business that may be tied to controls or business reporting
• Collaborate with PWPM Business Execution team and/or Manila team to identify themes with current Controls and assist the team with developing and implementing risk-mitigating strategies, if needed
• Reviews risk management reports related to key risk indicators
• Identifies, escalates and monitors client retention issues
• Applies investment acumen and continues building knowledge of investment, fiduciary, capital markets, estate planning structures, asset diversification, and assists in portfolio and trust deconstructions to support the investment team
• May provide administrative support such as phone coverage, travel planning, expense reports, etc
• Amenable to work on a night shift schedule and on an onsite work arrangement (Five NEO, Taguig)

6+ months of Business Execution, Implementation, or Strategic Planning experience in a financial industry setting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Experience in Wealth Investment Strategy Products, or equivalent demonstrated through one or a combination of the following: work experience, education