Order Management (Investment) Officer

Job Mandate: Processing of investments, asset transfer orders and inter-portfolio transfer orders.

Responsibilities:

1. Processing of investments orders (buy, sell, maturities, pretermination).




• Encodes/Approves investments orders.


• Reviews compliance to investments orders processing requirements.

2. Processing of asset transfer (incoming/outgoing).




• Encodes/Approves asset transfer orders.


• Reviews compliance to asset transfer order processing requirements.

3. Processing of inter-portfolio transfer.




• Encodes/Approves inter-portfolio transfer orders.


• Reviews compliance to inter-portfolio transfer order processing requirements.

Others

• Prepares and Liaises with internal/external parties/examination/inquiries (ie Audit, Compliance, Regulatory).


• Monitor compliance to policies/guidelines/directives.


• Perform other duties that may be assigned by Management.

Qualifications: 

• Bachelor’s degree relevant to the job


• 3-5 years work experience in Trust, Wealth, Banking or any Financial Institution is an advantage

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 30780