Job Archives

Makati
Posted 9 months ago

Main Responsibilities: Assists the various Investment Managers in managing the various Index Mutual Funds and First Metro Exchange-Traded Fund (FMETF) Writes buy–side equity research reports on investment universe (both equities and bonds) Conducts regular research on stock market and bond market activities Creates valuation models and other quantitative reports needed by the CIO and the various Investment Managers Provides daily...

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Makati
Posted 9 months ago

Main Responsibilities: Conduct Orientation for New Certified Investment Solicitors (CIS) Handling submitted Account Opening Forms (AOF) of CIS Checks CIS’ clients against AMLA Watch list Facilitates the payments or transactions of clients of CIS Prepares Agency Production and Database Reports Sends updates of training schedules, meetings and data to CIS Handling schedules of Training Room Monitoring office supplies and Forms...

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Main Responsibilities: Meet their individual prospecting, presentation and subscription annual targets set by Management Present FAMI Mutual Funds to prospect investors, assist in accomplishing account opening forms, see through the creation of their account number and solicitation of initial investments. Answer inquiries from potential and existing investors, attend to concerns of their clients as well aas other company-generated accounts as...

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Makati
Posted 9 months ago

Main responsibilities: Maintain user accounts, configure the network, diagnose and analyze network performance, do fine tuning. Responsible for the configuration and maintenance of firewall, switches, routers, modems, PABX and other network and telecommunication equipment. Ensure religious backup of data. Secure network by complying with the network security policies of the company and the parent company – FMIC. Coordinate with the...

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Posted 9 months ago

Main Responsibilities: Develops and design of database strategies, system monitoring and improving database performance including capacity planning. Identifies database requirements by interviewing customers; analyzing department applications, programming, and operations; evaluating existing systems and designing proposed systems. Recommends solutions by defining database physical structure and functional capabilities, database security, data back-up, and recovery specifications. Installs revised or new systems by proposing...

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Makati
Posted 9 months ago

Main Responsibilities: Supervises daily subscription and redemption transactions. Sees to it that his/her members are performing well, considering accuracy and timeliness Investigates and resolves incident reports related to daily transactions Ensures proper filing of transactions and KYC documents prior to booking into the system. Studies existing processes and recommend necessary improvement and/or enhancements Reviews Customer data sheet for updating client’s...

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Main Resposibilities: Prepares Securities and Exchange Commission (SEC) required reports for FAMI and Funds. SEC Form 17A, 17Q, 17EX, SEC 20IS, SEC 12-1(if necessary). Coordinates required data with other departments/ entities such as Legal, Operations and Transfer agency. Oversees activities of Bank Reconciliation Associates. Ensures clearing of float items. Coordinate adjusting entries with Fund Accountant. Coordinates with Bank/ FMIC reconciling...

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