Pasig City, Philippines

Business Initiatives Senior Analyst

Full-time / part-time
Ortigas Center
Pasig City

Job description

The Senior Analyst supporting the Director of Strategic Planning and Initiatives is a crucial role and will work with the Shared Services Leadership Team to support and coordinate the planning of the Group Strategy, and ongoing reporting of progress using the OKR (objectives & key results) methodology. The role will work on initiatives impacting across the Business and Cluster stakeholders ensuring that we keep at the forefront of broader requirements and impacts to the Shared Service Team.  This role will also support an effective interface to the Group to ensure successful operating model planning, communication and execution of requirements. Additionally, this role will support the execution of the Shared Service agenda and delivery of our requirements across the Business, Clusters, and Group to drive and deliver results.

Key responsibilities:

·         Work with the Director, Leadership team and key stakeholders to support the development of the Group Shared Services strategic plan, Operating model, in line with Business objectives and Group Strategy

·         In coordination with the Director, work with Heads of Segment and Cluster MDs to understand Business drivers and implications for Shared Services.

·         Gain knowledge and expertise to help key stakeholders evaluate and shape requirements of Shared Service successfully in line with Shared Service best practices and other local or Group compliance requirements

·         Liaise and build relationships with key functions and be the ‘eyes and ears’ on behalf of Shared Services e.g., IT, Compliance to understand direction, requirements potentially impacting Shared Services to evaluate and provide analysis

·         Ensure alignment with the Group Project (GPMC) working with the Portfolio Manager to have a view of all ongoing items and upcoming requirements/reporting. Support Director in providing any initial analysis on behalf of Shared Services e.g., impact, resource, cost etc.

·         Support Director in being a voice for Shared Services and helping to develop and maintain a documented capture of the Shared Services vision and plans and keeping the Clusters and key stakeholders aware and abreast of important Shared Service plans

·         Support Analysis of competitive view of Market and trends for Shared Service consideration e.g., F & I

·         Support cross Group coordination of specific initiatives on behalf of Shared Services, deep diving where necessary e.g., KPI & Profitability reporting framework / Shared Services Utilisation

·         Support Director in coordinating Group Business updates e.g., GMB, QBR and content on behalf of Shared Services to ensure consistency across the Shared Service Teams and inputs.

·         Support Director in oversight and coordination of the Groups efficiency and automation agenda, working closely with the head of Business Analysis and Team

·         Responsibility for maintenance of effective OKR processes including yearly high-level OKR setting, quarterly OKR setting and monthly & quarterly performance scoring & analysis. 


Education / professional qualifications

Degree holder in Business or any other relevant field or equivalent professional qualification.

Background experience

Minimum of 4 years’ experience in area of Fund Administration. Experience in operations and project planning & execution (implementing change at a functional level) valued.

Evidence of strong relationship building & communication skills a key differentiator.


Strong understanding of end to end Fund Administration functions, systems, control environment & commercial/ value add components to IQEQ & our Clients to be able to support development of strategic program as well as viability assessment at a project level.

Computer / program knowledge

Competent user of MS Office Products including PowerPoint Word and Excel.


Fluent in English

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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