Job description
Company Description
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
WHAT WILL YOU DO
Responsibilities (how we will measure success)
- Your main responsibility is designing, creating, updating and maintaining checklists’ templates, which is one of the key modules in our solution.
- You will work with the stakeholders to gather requirements on the checklists to be created, updated or amended following the checklists standard operating procedures.
- Working within the Business Architecture & Solution Design team, you will support the implementation of the checklists’ projects and requests
- You will support the Operational teams in different jurisdictions with the daily use of the checklists, interacting with end-users, IT and project team, ensuring global standards are maintained
- You will work with colleagues and other stakeholders to investigate checklists issues and problems seeking effective business solutions through improvements
- You’ll also assist in the analysis of underlying checklists’ issues and their root causes, identifying available options for consideration such as new development
Tasks (what does the role do on a day-to-day basis)
- Design, create, update, standardize and maintain checklists (management) by working with international colleagues and other stakeholders to continuously improve the checklists and related business processes
- Investigate checklists’ issues and their root causes
- Assist in defining user acceptance tests for new or improved checklists enhancements
- Consider opportunities and potential risks attached to suggestions you make
- Support staff and teams in making your recommended checklist changes, including helping to resolve any related issues
- Ensure that end-users checklists requests are addressed within Business SLAs
WHAT WE OFFER
- Competitive compensation and benefits – including allowances, government-mandated benefits, 13th month pay, and performance-based bonuses
- Health and wellness support – HMO coverage from Day 1 (with dependents), life and accident insurance, mental health support, and medical allowances
- Leave benefits – generous paid time off, special leave types, and observance of all Philippine holidays
- Hybrid work setup and tools – company-issued laptop, work-from-home kit, and flexibility after initial onboarding
- Learning and growth opportunities – access to training, annual salary reviews, internal mobility, and performance rewards
Qualifications
ABOUT YOU
Required Experience
Essential Criteria:
- 1+ Year Application Support
- Excellent organisational, prioritisation and interpersonal skills
- Comfortable communicating with diverse stakeholders including subject matter experts, peers, managers, customers and suppliers
- ‘Can do’ attitude, ability to cope with tight deadlines and working under pressure
- Ability to take initiative and self-manage
- Experience of operating within a firm that shares some of the following features:
- Financial Services / Private Equity / Investor services industry
- Globally distributed teams
- Fast-paced and rapidly evolving environment
- Strong problem-solving skills with the ability to identify problems and challenges, demonstrating strong analytical ability as well as providing informed insights
Desired Criteria:
- Implementation experience is preferred but not required
Technical Skills:
- Proficient in Excel, Word, PowerPoint and Visio
- Ability to draft detailed mock-ups / specifications
- Experience in Agile ways of working
Desired Criteria:
- Familiar with applying standards, practices and assessments relevant to product development is a plus
- A quick learner, eager and proactive to support the business and become a subject matter expert
- Knowledge of Azure Dev Ops is beneficial but not essential
Additional Information
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
