Fund Services IR Supervisor

CITCON

Fund Services Supervisor overseeing operations support and staff development in financial services to ensure compliance and efficiency.

Posted 7/16/2026full-timeMuntinlupa City • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Services with a strong focus on Investor Relations and Client Service, alongside a solid understanding of compliance and regulatory issues. Proven ability to lead teams, manage processes, and enhance operational efficiency through data-driven decision-making.

Highest-signal resume keywords

Financial Services ExperienceTeam ManagementCompliance KnowledgeData Analysis and ReportingService Level Agreement Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRegulatory ComplianceData AutomationPerformance Metrics DevelopmentTransfer Agency FunctionsClient ReportingCash ProcessingAnti-Money Laundering KnowledgeDatabase CreationAnalytics Techniques

Soft Skills

LeadershipCoachingProblem SolvingCommunicationTeam Collaboration

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointReporting SystemsDashboards

Industry Keywords

Hedge FundsMutual FundsInvestor RelationsClient ServiceOperational Risk

About the role

Key responsibilities & impact

Supervise the work performed by Global Operations Support staff
Participate in training of team members; assisting the Manager in preparation and execution of staff development plans
Monitor and ensure that transactions are properly executed
Ensure adherence to controls and procedures; preparing and contributing to management control reports
Develop and monitor Service Level Agreements
Take a leadership role as a subject matter expert for the department
Maintain knowledge of current regulatory and compliance environment as it effects our services and/or clients
Participate in projects when required
Overall leadership and coaching of staff including Supervisor and their direct reports
Oversee the daily operations of the teams and provide support and guidance in accomplishing department goals
Create and maintain acceptable service levels for key areas of responsibility
Create an environment of co-operation and initiative through appropriate delegation, empowerment, training and motivation
Anticipate and resolve work concerns and exercise sound judgment to make appropriate adjustments
Contribute to the roll out and success of the global processing initiative, working closely with colleagues in multiple locations globally
Assess areas of risk on each team and within the department and implement processes to address areas of concern
Identify opportunities to enhance technology and automate procedures to limit or eliminate manual processes.
Assist in the developing a global forum dedicated to sharing best practices and improving processing standards
Build, develop and maintain reporting systems, data automation, dashboards and performance metrics that support key business decisions.
Oversee the design and delivery of reports and insights that analyze business functions and key operations and performance metrics.
Rationalize current reporting inventory and establish future state reporting requirements
Ensure accuracy of data and deliverables of reporting team with comprehensive policies and processes
Manage and optimize processes for data intake, validation, and mining
Examine, interpret and report results of analytical initiatives to stakeholders in leadership, technology and product teams.
Communicate results and business impacts of insight initiatives to stakeholders.

Requirements

What you’ll need

You are a Degree holder in Accounting/Finance/Economics
You have 4+ years’ experience in Financial Services, preferably Investor Relations and/or Client Service related
You have 3+ years’ experience managing staff
You have knowledge of hedge funds and/or fund of funds
You have knowledge of compliance and regulatory issues and anti-money laundering policies
Degree in Business/Accounting/Finance/Economics or any related course
6+ years’ experience in Financial Services, preferably in an Investor Relations / Transfer Agency Environment with technical knowledge of Transfer Agency functions, such as share dealing, client reporting, cash processing, fee rebates and distributions across different fund types.
3+ years’ experience managing people
Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage
A good understanding of Anti Money Laundering Requirements of local Regulator and Bank Policy and excellent awareness of Fraud prevention, Compliance requirements and operational risk areas
Experience working with and creating databases and dashboards using all relevant data to inform decisions
Experience using analytics techniques to contribute to company growth efforts, increasing revenue and other key business outcomes
Strong ability to plan and manage numerous processes, people and projects simultaneously
Proficient in Microsoft Applications (Word, Excel, PowerPoint etc)

Benefits

Comp & perks

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.