Investment Support Officer

Keep portfolios precise and reporting on point. We're looking for a detail-driven Investments Support Officer who thrives on maintaining accurate client portfolio data, preparing reliable quarterly reporting, and keeping investment operations running smoothly. If you take pride in accuracy, collaboration, and supporting stakeholders with clear, professional service, you'll fit right in.

Work Setup: Hybrid in Makati (2x a week onsite)

Role Overview

The Investments Support Officer is responsible for the maintenance of client portfolios in various systems, as well as the preparation and accuracy of client’s quarterly client reporting

The role will report to a Team Leader or Service Delivery Manager within a team of shared resources and will endeavor to meet the performance targets set for each task he/she has been assigned to perform

The Investments Support Officer will interact directly with client managers and stakeholders

Key Responsibilities

Pro-active Issues Management

• Coordinate, liaise and follow-up as necessary with client and hammerjack support team members for any challenges, findings, or suggestions

• Note and track issues and raise potential opportunities and risks

• Investment-related queries will need to be raised past the lead consultant for that client

• Manage customer expectations on service disruptions or service delivery delays

Reporting

• Provide stakeholders with regular reporting about activities.

• Raise emerging issues, concerns, or areas of opportunity that may affect customers’ experience and/or the effectivity and efficiency of processes.

• Working with the data team to ensure all relevant data for quarterly reports is loaded to the database in an accurate and timely manner.

• Preparing, reconciling and reviewing all attribution, fund characteristics, asset allocation reporting and responsibility for its accuracy.

Account Management

• Be professional/courteous/polite on all communications

• Maintain a high level of quality and efficiency on all tasks managed by observing best practice and utilizing available tools

• Creating and maintaining client portfolios in the portfolio administration system

• Minimum weekly monitoring and maintenance of the managed accounts shadow weights spreadsheet for in-house Portfolios. This includes sending the output to the Risk & Governance Team on a weekly basis

• Ensure attendance, participation and cooperation during knowledge transfer sessions and other meetings

• Contribute to the overall success of the program by sharing best practices and playing an active role in meetings, workshops etc

• Help in creating Work Level Instructions (WLIs) for the tasks being handled

• Represent the hammerjack and client brands in a professional manner

Skills & Experience

Product Knowledge

• Comfortable with MS Excel and other MS Office applications

• Ability to ensure all details of a task or project are attended to and are achieved in accordance to quality standards

• Ability to learn new systems and tools as needed

• Good oral and written communication skills

• Analytical

• Resourceful

• Detail-oriented, always able to provide accurate and high-level quality work

• Flexible and able to tailor-fit the approach depending on the task at hand

Customer Focus

• Actively seeks to understand customer needs, expectations, and level of satisfaction

• Able to maintain good relationships with stakeholders

• Ability to handle complex issues while building trust and confidence

• Pro-actively seeks solutions for stakeholders

Quality

• Works within the Hammerjack quality guidelines

• Ensures quality of work being delivered with minimum supervision

• Able to work with deadlines employing a sense of urgency without sacrificing quality

What’s in It for You

• Flexibility that Fits: Hybrid options across Makati and Pampanga, on day shifts aligned with our Australian clients.

• Workspaces that Work: Modern offices built for focus, collaboration, and real productivity.

• Coffee and Good Company: Barista coffee on demand and a café bar to unwind after work.

• Meals on Us: Complimentary meals once a week on your on-site day.

• Covered from Day One: Health coverage with free dependent coverage, so you're looked after from the start.

• Compensation You Can See: Transparent salary packages with direct client involvement.

• Room to Grow: Ongoing training and real opportunities to step into bigger roles.

• An Award-Winning Home: Join a team ranked 8th Best Workplace in the Philippines and recognised among Fortune Best Workplaces in Southeast Asia.

• People Who Have Your Back: Work alongside reliable, easy-going people who care about doing great work.

• A Global Stage: Work directly with international clients and see how teams scale worldwide.

About Us

At hammerjack, we connect skilled professionals in the Philippines with growing businesses across Australia and beyond—building teams that work as true extensions of our clients. We're proud to be named among the Fortune 100 Best Workplaces in Southeast Asia and ranked the 8th Best Workplace in the Philippines.

Our Impact

Our people aren't outsourced—they're embedded. With aligned tools, shared goals, and real accountability, they deliver at the same standard and pace as onshore teams while building long-term careers they're proud of, across accounting, tech, admin, and marketing.