Philippines Job Openings

New York Global Consultants

Investment Document Quality Assurance Analyst

Pasay

FULL TIME

September 3, 2024

Role : Investment Document Quality Assurance Analyst
Location : Pasay City, Philippines
Experience: Entry level with <1 year experience in finance orfinancial services industry
Job Description:
  • Automate and analyze CAIS platform subscription, transfer, and redemption documents
  • Maintain and update all documents hosted on the CAIS platform (i.e. share class supplements, disclosure forms, etc.)
  • Perform qualitative testing of automated transaction engine documentation (i.e. subscriptions, transfers, account maintenance, etc.)
  • Define automation strategy, ensure testability, and relentlessly pursue automation
  • Serve as liaison between CAIS and fund administrators for all product onboarding and fulfillment kit management
  • Consult on Technology, Operations, & Client Service initiatives for properlegal compliance
  • Ad hoc requests determined based on capacity, skill, and interests.
Requirements
  • Bachelor’s degree required
  • Entry level with <1 year experience in finance orfinancial services industry
  • SQL and Java knowledge required for scripting
  • Familiarity with Adobe Pro preferred Ability to identify and resolve technical defects down to the root cause
  • Detail-oriented
  • Familiarity with private fund offering documents preferred
  • Basic understanding of Alternative Investments
Note :
Interested candidates feel free to Message in Linked In or share your updated resume to sonia.t@nygci.com
Job Type: Full-time
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