Total 142 management trainee job vacancies in Finance / Banking / Insurance category in The Philippines

Finance Director – Asset Management / Real Estate

Our client, an asset management firm is looking for a finance director to join their growing team.

• Lead budgeting, forecasting, management reporting, and financial planning across real asset portfolios.
• Provide strategic financial insights to support investment decisions and portfolio optimisation.
• Present performance updates and recommendations to senior management, investment committee, and investors.
• Manage liquidity, cashflow, and banking relationships across funds and investment entities.
• Lead debt financing, refinancing, hedging, and capital structure optimisation.
• Support fundraising, co-investment structuring, and investor due diligence processes.
• Ensure accurate and timely statutory, management, and investor reporting under IFRS/SFRS.
• Oversee audits, tax compliance, regulatory filings, and internal controls.
• Maintain strong governance frameworks across fund and asset structures (SPVs, JVs, holding companies).
• Act as key finance contact for institutional investors, lenders, auditors, and external advisors.
• Prepare Board and investment committee papers, performance reports, and investor presentations.
• Support capital raising and ongoing investor relations activities.

Requirements

• Degree in Accounting, Finance, Economics, or related discipline; CPA/CA/ACCA/CFA preferred.
• 12–15+ years of finance experience in real assets, real estate, infrastructure, private equity, REITs, or fund management.
• Strong experience in fund accounting, investment finance, and portfolio management support.
• Knowledge of real asset valuation, project finance, and capital structures.
• Proven leadership experience managing finance teams and senior stakeholders.
• Strong understanding of IFRS/SFRS, tax, and regulatory frameworks.

Interested candidates kindly forward your CV to ethelsk.tan@peoplesearch.jobs (EthelTan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057

Singapore-headquartered investment firm and MAS-licensed fund manager investing in private technology companies globally through two funds, with investment activity and operating presence in Singapore, UK and US.

The Role

High-visibility role supporting the firm's accounting, tax compliance, regulatory reporting and compliance, and fund operations across Singapore, the United Kingdom and the United States.

Work directly with the Financial Controller and serve as a key coordination point with network of external specialists — fund administrators, auditors, tax advisors, corporate secretaries and compliance consultants — across multiple jurisdictions.

The Finance function operates on a lean, outsourcing-led model: most production work (fund-level NAV, statutory accounts, tax filings) is performed by external service providers, and the Finance team's role is to direct, review, control and consolidate.

Key Responsibilities

Accounting & Financial Reporting

• Maintain the books and records of the management company and related operating entities across Singapore, the UK and the US in Xero, with management reporting and analysis built in Fathom.
• Prepare monthly, quarterly and annual management accounts, consolidated reporting packs and variance analysis for the Financial Controller, COO, CEO and Board.
• Manage accounts payable, accounts receivable, intercompany balances, expense allocations and payroll coordination across entities.
• Coordinate the preparation of statutory financial statements (SFRS / FRS 102 / US GAAP as relevant) and lead the audit process with external auditors in each jurisdiction.

Tax Compliance

• Coordinate corporate income tax, GST/VAT/sales tax, withholding tax and transfer-pricing compliance across Singapore, the UK and the US, working with external tax advisors in each jurisdiction.
• Monitor tax filing calendars and ensure timely, accurate submissions to IRAS, HMRC, the IRS and relevant state authorities.
• Support employee tax matters (IR8A, P11D, W-2 / 1099) and cross-border tax considerations for staff and entities.

Regulatory Reporting

• Prepare and submit regulatory filings to the Monetary Authority of Singapore (MAS) — including Form 1, returns under the SFA and AML/CFT submissions — and equivalent reporting in the UK (FCA) and the US (SEC / state regulators), supported by external counsel and compliance advisors as needed.
• Track regulatory deadlines, capital adequacy and risk-based capital requirements; flag changes in the regulatory landscape that affect the firm.
• Maintain documentation supporting regulatory submissions and internal controls.

Fund Operations

• Act as primary day-to-day liaison with third-party fund administrators on NAV production, capital activity (capital calls, distributions, transfers), investor reporting and year-end audits for the firm's two funds strategies
• Review NAV packs, fee calculations (management and performance fees, carried interest waterfalls), expense allocations and investor capital account statements before release.
• Support investment transactions from a finance and operations perspective — funding, drawdowns, FX and treasury — and post-investment monitoring of portfolio holdings.
• Support fund-level matters: on-boarding of new investors (KYC/AML), side-letter tracking, ongoing investor communications and ad hoc LP queries.
• Liaise with custodians, bankers, corporate secretaries and counsel across fund domiciles (including Cayman Islands and other jurisdictions as relevant).

Controls, Process & Projects

• Identify and implement improvements to financial systems, controls and processes as the platform scales.
• Support ad hoc projects: new entity set-up, banking relationships, system implementations, internal policy drafting and management reporting build-outs.

Requirements

• University degree in Accountancy, Finance, Business or a related discipline.
• CA (Singapore) qualification — or equivalent (e.g. ACA, ACCA, CPA Australia/US) — with full membership.
• 5–8 years of post-qualification experience, ideally combining Big 4 audit/assurance with in-house or fund administration experience.
• Solid technical accounting knowledge (SFRS / IFRS) and exposure to at least one other GAAP framework (FRS 102 and/or US GAAP).
• Strong working knowledge of private equity fund accounting concepts: NAV, capital activity, waterfall and carried interest, management and performance fees, expense allocation.
• International mindset and confidence working across multiple time zones, jurisdictions and external service providers.
• Comfortable operating in a lean, outsourcing-led model
• High attention to detail, strong organisational skills and the ability to manage multiple deadlines independently.
• Excellent written and spoken English; clear and professional communication with senior stakeholders and external counterparties.
• Singapore Citizen or Permanent Resident.

Highly valuable

• Prior experience working in a fund administration capacity (administrator, fund accountant or investor services) for private equity, venture capital or growth-equity funds.
• Direct experience with MAS regulatory reporting (Form 1, AML/CFT submissions) and/or FCA / SEC reporting.
• Experience supporting Cayman Islands and other offshore fund structures.
• Hands-on proficiency with Xero and Fathom; strong Excel skills.

Personal attributes

• Hands-on, problem-solving mindset — comfortable rolling up sleeves in a lean team.
• Discretion and integrity; understands the importance of confidentiality in a fund management environment.
• Collaborative and able to build trust with internal and external stakeholders.

EA: 25C2690 | R1221146

ABOUT GLOBAL BANKING & MARKETS 

Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor.

GLOBAL BANKING & MARKETS: CHANGE MANAGEMENT  

Are you a looking for a new opportunity to showcase your intellectual curiosity, advisory and project management skills? Do you have a strategic mindset and the ability to influence change? Do you wish to be valued for your innovative approach to problem-solving? We have an excellent new position available within our Change Management team for Global Banking & Markets.

The Global Banking & Markets Regulatory Operations Change Management Team is searching for dedicated individuals who thrives in a collaborative and challenging environment to join our team. Regulatory Operations Change Managers serve as program or product managers on high priority Regulatory initiatives within the Global Banking & Markets Division. You will work alongside Regulatory Operations, Compliance, Change Managers, Product Managers, Sales, Strats, Engineers and Designers to ensure solutions are designed and implemented to meet the highest standards of Regulatory adherence. You will leverage your technical expertise and project management skills to influence and drive the team to deliver these complex projects within timeframes and with a high quality.

RESPONSIBILITIES AND QUALIFICATIONS

HOW YOU WILL FULFILL YOUR POTENTIAL

• Lead the delivery of Regulatory projects using governance tools that ensure implementations are delivered on time, on budget and are high quality
• Partner alongside Engineering, Business and Operations project sponsors and bring stakeholders to the table to build complex solutions while balancing competing priorities
• Recognize, report, and escalate project risks to senior partners; oversee remediation of risks raised
• Identify and remove impediments at program level, leveraging stakeholders, sponsorship, and other relationships to do so
• Work with product owners to build the strategic vision and forward-looking roadmap and refine the backlog of demand
• Define quality assurance and testing approaches, provide coaching to the team on testing best practices and develop migration strategies for post testing
• Provide transparency and progress of projects, issues, timelines, and budgets by running governance forums with senior GBM leadership

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Bachelor's Degree
• Minimum of 7 years’ relevant experience, in a business analysis / project / program management function; must have Finance Industry experience
• Project management skills including project scope definition; project issues, challenges, risks definition; status reporting; User Acceptance Test execution
• A proven track record of scoping and driving delivery of projects. Has delivered results in a cross functional team setting, on time and to budget
• Strong analytical and business analysis experience, including process analysis
• Extensive leadership experience demonstrated through empowerment, situational awareness, increasing transparency and conflict resolution on a large-scale program
• Must be hands-on, able and willing to work with teams while coaching them to reach efficient and effective performance levels
• Ability to engage with and influence stakeholders outside their direct control
• Use facilitation skills to lead data gathering, analysis and design efforts
• Excellent communication and interpersonal skills, written and oral; confident in interaction with senior stakeholders
• Strategic thinker able to identify cross functional issues, provide innovative solutions, and communicate the implications of solutions across existing processes, systems and teams, e.g. costs, risk, service

PREFERRED QUALIFICATIONS

• Knowledge of products and processes related to the financial services industry, as is related experience in technology strategy or in a client service or business function and / or management consulting
• Core knowledge base of Global Banking & Markets
• Demonstrate understanding of Financial Services & Operations processes and procedures
• Familiarity with Global and Asia Regulations (such as MiFID, HKMA, MAS, Bank of Japan, etc.)
• Familiarity with usage of AI based productivity tools (Copilot, Claude etc.)
• Familiarity with flavors of Agile (Scrum, Kanban, Lean, etc.)
• Experience on tools like JIRA and JIRA Portfolio or similar applications
• Knowledge / experience with OKR frameworks and roadmaps, as well as other governance and project planning tooling

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc.,2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

• Supervise and review the segment consolidation and support in the preparation of financial and management reporting of the Group, in accordance with group accounting policies
• Work closely with Business Partner Team on segment reporting and forecast/budget
• Support the preparation of SGX results announcements of the Group, ensuring full compliance with accounting standards, company law, and SGX listing rules and best practices
• Support the preparation of Annual Report of the Group
• Support the consolidation of forecasts and budgets
• Provide support on Group Financial Reporting System, following up with consultants on issues raised on the of new Group Financial Reporting System
• Liaise with group auditors on group audit
• Liaise with consultants on corporate activities
• Lead and supervise the Finance team, providing clear guidance, support, and mentorship to ensure high performance and professional growth
• Oversee the training and development of teams to ensure competency in performing all required tasks
• Assist in ad-hoc assignments when required

Job Requirements

• Recognised degree in Accounting or equivalent professional qualification, preferably CA
• 10 - 12 years of relevant working experience, ideally with initial years in a Big 4 audit firm followed by commercial experience, performing similar roles and duties
• Conversant with Singapore Financial Reporting Standards (International) and other regulatory compliance requirements of listed companies
• Strong leadership experience in managing and leading teams, fostering a collaborative and high-performance work environment
• Strong attention to detail and commitment to maintaining the highest standards of financial reporting
• Strong organizational, problem-solving and analytical skills; able to manage priorities and workflow
• Self-driven, meticulous, energetic, proactive, good team player, good interpersonal and communication skills, and a keen analytical mind

• Provide timely and accurate financial information and analysis to support decision making across the organization

• Perform financial planning and analysis work, including providing detailed variance analysis for monthly/quarterly reports, board papers, and other external reporting requirements

• Prepare cashflow projections, quarterly forecast and annual budget for area of accountability. Review and challenge operational plans by reviewing underlying drivers and assumptions made when preparing quarterly forecasts and annual budget

• Support the business teams in the evaluation of the potential investment / divestment and business operation considerations during acquisition / divestment process. Liaise with other finance functions to ensure that accounting and tax impacts are appropriately considered

• Support system design and implementation for budgeting and planning

• Support implementation from changes in SFRS(I) requirements

• Review existing procedures and systems and identify opportunities in process improvement, system enhancement, automation and digitalization

• Such other duties and responsibilities as may be reasonably requested by your immediate supervisor / the head of department from time to time

Job Requirements

• Degree in Accounting or Business/Finance or equivalent

• Minimum 5 years of relevant working experience

• Displays positive attitude, team player, meticulous and the ability to multi-task and work under tight timelines

• Able to work independently and possess good communication skills

• Proficient in MS Office applications

• Knowledge of SAP S4 and OneStream would be advantageous

• Must be able and willing to accept intra-department or inter-division transfers/job rotations, and henceforth changes in work scope and responsibilities

The Senior Manager, SSC Service Delivery – PTP is accountable for the end‑to‑end governance, control, and service delivery of Purchase‑to‑Pay including Travel & Expense operations across the Group. The role ensures accurate, timely, and compliant processing of vendor invoices, payments, while driving standardization, control discipline, and continuous improvement across outsourced and in-house PTP teams.

Key Responsibilities

1. PTP Service Delivery & Operations

• Provide end‑to‑end oversight of the PTP process, including invoice processing, credit notes, vendor master data, payment runs, and exception management
• Ensure PTP activities are delivered in accordance with agreed SLAs, KPIs, and service quality standards
• Review operational performance (volumetrics, backlog, ageing, error trends) and drive corrective actions proactively

2. Control & Compliance

• Enforce compliance with Group policies, internal control frameworks, and statutory/tax requirements (e.g. IRAS‑compliant documents, mandatory PO requirements)
• Own and monitor PTP exception and escalation structures, ensuring issues are tracked, remediated, and closed with sustainable actions
• Act as key SSC PTP contact for internal and external audits, including walkthroughs, evidence support, and closure of audit findings

3. Stakeholder & Business Partnering

• Serve as the primary PTP point‑of‑contact for Business Finance, Group Finance, IT, and business division
• Manage senior stakeholder expectations on service delivery, risk issues, and process changes
• Provide clear, timely communication on operational risks, delays, and systemic issues

4. Vendor, Systems & Process Governance

• Oversee PTP system controls and configurations (e.g. SAP, Concur, approval workflows, routing rules)
• Partner with IT and vendors on system changes, defect resolution, and enhancements, ensuring adequate controls are maintained post‑change
• Ensure data integrity across PTP master data and transactional records

5. Team & Vendor Management

• Lead and provide functional oversight to in‑house and outsourced PTP teams
• Set clear expectations for roles, responsibilities, and accountability across segment leads and processing teams
• Coach and guide team leads on operational discipline, issue resolution, and control awareness

6. Continuous Improvement & Transformation

• Drive standardization and simplification of PTP processes across entities and business units
• Identify automation, RPA, and process improvement opportunities to improve efficiency and control robustness
• Support SSC transformation initiatives aligned with Group finance strategy

Key Competencies & Skills

• Strong knowledge of Purchase‑to‑Pay processes and controls
• Solid understanding of SAP and SAP Concur systems
• High control awareness with an audit‑ready mindset
• Strong stakeholder management and communication skills
• Analytical, structured, and issue‑driven approach
• Proven people and vendor management capability

Job Requirements:

• Minimum 8 – 10 years of relevant finance/shared services experience, with significant exposure to PTP operations
• Prior experience in SSC or outsourced service environments preferred
• Degree in Accounting, Finance, or related discipline
• Professional accounting qualifications are an advantage

About our client: Our client is a manufacturer of offshore drilling and production equipment that is well-suited for use in deepwater applications.

About the role: Reporting to the APAC Regional Controller. Lead and manage all aspects of manufacturing costing, control, and related accounting for entities within the MEAP region.

1) Costing

• Drive ongoing review and analysis of material costs, overheads, price variances and effectively manage related interaction with manufacturing personnel
• Review WIP and open projects report to ensure timely closure.
• Lead inventory review and reserve evaluation analysis including timely completion of inventory cycle count by plant and reconcile variances, if any.
• Support percentage-of-completion (POC) revenue accounting and related analysis. Attend periodic meetings with project managers on project status, performance against forecast etc.
• Responsible for continuous process improvements for inventory costing-related areas

2) Financial Close & Reporting

• Support the monthly and annual financial close to ensure timely closure with good quality. This includes but is not limited to preparation, review and approval of costing and inventory related journals, balance sheet reconciliations, business commentaries and related corporate reporting
• Responsible for gross margin analysis including providing commentaries for performance by volume, price, mix and direct cost performance.

3) Forecasting & Planning

• Act as finance business partner to Plant Manager and Manufacturing group
• Actively engage with Plant Manager to support the management of peaks/troughs in the manufacturing cycle to improve both OTD (on-time delivery) and profitability
• Support annual manufacturing budget plan and quarterly forecast process including capacity and under-absorption forecasting, manufacturing headcount requirements etc.
• Provide relevant manufacturing related operational and financial information/data, as needed, for pricing decisions in commercial tenders/bids.

4) Others

• Support internal and external audits
• Serve as super user for Macola enhancements in inventory costing related functionalities
• Supervise, coach and develop direct report (if any) and drive functional excellence in the delivery of manufacturing finance support
• Participate in other ad hoc projects as assigned

About you:

• Degree in Accounting with minimum 8 years of manufacturing finance and business partnering experience with an MNC
• Strong problem solving and critical thinking skills
• Good analytical competency and great attention to details
• Good interpersonal skills and the ability to collaborate and communicate effectively with different levels of internal and external stakeholders
• ERP system experience (familiarity with Macola a plus) and proficient with MS Office applications including Advanced Excel, Word and Powerpoint.

Other:

• Work location: Tuas (pick-up transport provided)
• Work hours: Monday to Friday (8am to 5.15pm)

*Please note that only shortlisted candidates will be contacted.*

Employment Agency: Kingsforce Management Services Pte. Ltd.

Employment Agency Licence No: 94C3545

EA Personnel: Wong Pik Kiun (Kimberly)

EA Personnel Reg. No.: R1984508

If you fancy a cool, easy-going atmosphere full of dynamic and spirited individuals, you are at the right place.

We are on the lookout for passionate, optimistic and fun-loving people to join our big family of Wonderful People.

With our wide array of hotels and brands, there are countless opportunities and exposure to work in different stories. You will be immersed with prospects in career and learning development, employee recognition, mentorship and benefits even when you travel.

Job Details (Here’s what you can expect!)

• You get to work in the Headquarters overseeing 25 hotels in Singapore
• 5 days’ work week
• Attractive incentive and bonus

Job Responsibilities:

• Assist in invoice processing, payment preparation, and expense recording.
• Maintain proper filing and organization of finance and administrative documents.
• Support follow-up on accounts receivable and accounts payable matters.
• Assist with monthly closing activities, reporting, and reconciliations.
• Handle basic administrative tasks, including correspondence, document control, and office coordination.
• Liaise with vendors, internal departments, and external parties when required.
• Perform ad-hoc duties as assigned by the CFO or Finance team.

Job Requirements:

• A / O / N Level, or equivalent qualification (Diploma holders are also welcome to apply).
• 0–2 years of relevant experience; fresh graduates are welcome.
• Basic knowledge of Microsoft Excel and simple accounting processes.
• Organised, detail-oriented, and responsible.
• Good communication skills and a willingness to learn.

[Your Next Opportunity]

The Finance Assistant plays an essential role in supporting the finance team in daily operations, ensuring the accurate recording of financial transactions, reconciling accounts, and contributing to the timely preparation of financial reports. This entry-level role provides an excellent foundation to develop accounting skills and work in a collaborative and dynamic environment.

[Your Role & Responsibilities]

• Ensure proper and accurate billing, costs, and expenses are recorded in the accounting system.
• Collaborate with other departments and overseas subsidiaries to resolve accounting-related matters.
• Prepare and submit monthly financial reports for local entities in a timely manner.
• Reconcile bank accounts, payables, and receivables to ensure accuracy.
• Assist with the monthly closing of accounts for local entities.
• Support the Finance Manager in quarterly consolidation work, corporate tax filings, and XBRL submissions.
• Perform additional duties as assigned to support the finance function.

[What We Are Looking For]

[Education]

• CAT qualification, Diploma in Accounting, ACCA, or equivalent qualification.

[Skills & Experience]

• CAT qualification / Diploma in Accounting / ACCA or equivalent
• Meticulous, results-oriented, and independent
• Able to work independently and as part of a team
• Organised, resourceful, able to multitask
• Ability to communicate with staff at all levels
• Knowledge of Singapore Financial Reporting Standards (SFRS), GST and Corporate Tax is a plus

[Traits]

• Meticulous & Detail-Oriented: Ability to maintain accuracy while managing multiple tasks.
• Collaborative & Resourceful: Ability to work well within a team and across departments.

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity.

We regret to inform you that only shortlisted candidates will be notified.

About the job

Investment Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.

• Support Head of Wealth Management in risk oversight for sales and advisory.
• Develop frameworks for fair client dealings and conduct risk mitigation.
• Ensures comprehensive disclosures for new investment products before launch.
• Resolve concerns proactively.
• Manage vendor relationships, negotiations, agreements, and ongoing collaborations.
• Oversee daily operations of wealth products and wealth planning services.
• Provide portfolio guidance across asset classes to assist clients in structuring investments effectively.
• Educate Relationship Managers on products, prepares customized proposals, and supports sales professionals in client meetings.
• Share latest insights to keep Relationship Managers informed for better client interactions.
• Conduct advisory training, investment seminars, and collaborative events to promote best practices.

Requirements:

• Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Experience: Minimum of 4 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
• Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
• Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
• Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
• CACS 1 & 2 required

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )

Job Description &Requirements

Team Profile

The AUM & Flows Reporting team within Data & Analytics department is responsible for the accurate and timely production, validation, and distribution of assets under management(AUM) and flow data across the firm. Their work supports internal stakeholders, regulatory reporting, and external communications.

Data & Analytics is seeking a Senior Associate – AUM & Flows Reporting Specialist to join MSIM’s AUM & Flows Reporting team. This role is critical in ensuring the accuracy, consistency, and timely delivery of AUM and net flow data across the firm. The ideal candidate will have a strong data mindset, experience with financial reporting, and the ability to collaborate across functions.

Primary Responsibilities

• Coordinate and complete Assets Under Management reporting process for one of the strategic businesses within Morgan Stanley Investment Management.
• Deliver reporting output to downstream consumers within designated timelines
• Collaborate with the broader organization to better understand events and trends within AUM and Flows for the business
• Maintain and enhance controls with upstream data providers to ensure quality and accuracy of reported data.  Research discrepancies and effect
• problem resolution where necessary.
• Validate reporting output prior to distribution, maintaining and improving reporting controls
• Monitor status of reporting to ensure timely distribution
• Serve as a subject matter expert to leadership and the business for AUM & Flows reporting
• Be the change agent by developing and optimizing most efficient methods of delivering reporting & analytics output.
• Oversee product fee basis management for the division
• Manage and optimize self service tooling in conjunction with technology partners
• Effectively communicate both verbally and in writing across all organizational levels.
• Assist with ad hoc AUM & Flows requests and support broader organizational transformation efforts as AUM & Flows reporting expert

Qualifications:

• Associate or Bachelor’s degree with a concentration in Business, Computer Science or related field; or equivalent experience
• 3-5 years of related work experience
• Finance reporting and knowledge of Asset Management is a major plus
• Transformation experience is a plus
• Advanced Excel skills, SQL, Tableau and Database skills

Job Description &Requirements

Team Profile

The AUM & Flows Reporting team within Data & Analytics department is responsible for the accurate and timely production, validation, and distribution of assets under management(AUM) and flow data across the firm. Their work supports internal stakeholders, regulatory reporting, and external communications.

Data & Analytics is seeking a Senior Associate – AUM & Flows Reporting Specialist to join MSIM’s AUM & Flows Reporting team. This role is critical in ensuring the accuracy, consistency, and timely delivery of AUM and net flow data across the firm. The ideal candidate will have a strong data mindset, experience with financial reporting, and the ability to collaborate across functions.

Primary Responsibilities

• Coordinate and complete Assets Under Management reporting process for one of the strategic businesses within Morgan Stanley Investment Management.
• Deliver reporting output to downstream consumers within designated timelines
• Collaborate with the broader organization to better understand events and trends within AUM and Flows for the business
• Maintain and enhance controls with upstream data providers to ensure quality and accuracy of reported data.  Research discrepancies and effect
• problem resolution where necessary.
• Validate reporting output prior to distribution, maintaining and improving reporting controls
• Monitor status of reporting to ensure timely distribution
• Serve as a subject matter expert to leadership and the business for AUM & Flows reporting
• Be the change agent by developing and optimizing most efficient methods of delivering reporting & analytics output.
• Oversee product fee basis management for the division
• Manage and optimize self service tooling in conjunction with technology partners
• Effectively communicate both verbally and in writing across all organizational levels.
• Assist with ad hoc AUM & Flows requests and support broader organizational transformation efforts as AUM & Flows reporting expert

Qualifications:

• Associate or Bachelor’s degree with a concentration in Business, Computer Science or related field; or equivalent experience
• 3-5 years of related work experience
• Finance reporting and knowledge of Asset Management is a major plus
• Transformation experience is a plus
• Advanced Excel skills, SQL, Tableau and Database skills

Job Description

This position shall ensure that building projects remain within budget to provide cost and material estimates and advice, draw up projected budgets, monitor budget, and work alongside a team, noting any design changes and their effect on cost. Quantity surveyors often liaise with builders, architects, engineers, external quantity surveyors and others. 

1) Vendor Sourcing (Liaison with Procurement)

• Vendor Sourcing and Maintaining Vendor List by assisting Procurement
• Providing Quantities and all technical requirement to Procurement

2) Quantity Surveying & Cost Estimate

• Preparation of Cost Appraisals for Feasibility Studies
• Measurements and Preparations of BOQs
• Preparation of Cost Data and assisting in Cost Plan preparation
• Leads in Value Engineering Exercise for alternative materials and construction methods.
• Working with team and related department/ QS Consultant / Consultants in providing best option for projects
• Identify and communicate potential problems with related departments.
  

3) Tender Management & Contract (Including liaison with external QSs)

• Lead/Assisting in Tender Preparation and Tender Management
• Lead/Assisting in preparation of Contract Documents
  

4) Post Contract Management (Including liaison with external QSs)

• Prepare and update project budget and actual costs.
• Update Tender Timeline and Cash flow projections.
• To prepare all Variation Orders claims and to review External QS Consultants VO Claims Evaluation and Assessment and their Financial Statements.
• Post Contract administration and final accounts settlement
• Price Comparison and Analysis

5) Others

• Familiar and have good understanding on Quantity Surveying process
• Drafting and Preparation of Services Agreements of Consultants
• Drafting and Preparation of Actual Cost vs Budget.
• Good initiative and able to work with Teams of different department.
• To attend progress and technical meetings including all cost and technical internal meetings.
• Be independent and mature in your works and characters.
• To have proper time management at all aspects.

Job Requirements

• Degree in Quantity Surveyor, Construction Economics, Building, Construction
• Management or Civil Engineering with more than 15 years of experience
• Experience in Singapore and Batam / Riau Islands projects
• Skills required: Electronic Measurement (CADD, Cost X and Gloden)

Only shortlisted candidate will be notified.

GMP Recruitment Services (S) Pte Ltd | EA Licence: 09C3051 | EA Personnel: Jaremy Ong | Registration No: R1876766

This is in partnership with the Employment and Employability Institute Pte Ltd (e2i).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.

By applying for this role, you consent to GMP Recruitment Services (S) Pte Ltds PDPA and e2is PDPA

Job Description & Requirements

Roles & Responsibilities

Key Responsibilities:

• Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk.
• Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies.
• Research and Reporting:Conducting research on specific industries, developing financial models, and assisting with the preparation of financial reports.
• Client Interaction:May involve interacting with clients, providing investment recommendations, and assisting with client events.
• Professional Development:Participating in training programs, gaining exposure to investment scenarios, and developing skills in financial analysis and portfolio management.

Skills Required:

• Strong analytical and numerical skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure, meet deadlines, and multi-task.
• Proficiency in financial modeling and market analysis.
• A good understanding of financial markets and investment principles.

Career Path:

Investment trainee roles are often a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.